Investors' Chronicle

By Investors' Chronicle

Looking to stay informed in the world of investing? Inves

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The podcast currently has 1,177 episodes available.

Best of Investors' Chronicle

The most played episodes among Podcast App listeners.

Number 1: Protecting your pension, UK industrials and Nvidia: Companies and Markets Show
First, we cast our ears to British industrial stocks and ask whether they are being picked off too cheaply. Michael Fahy dives into why manufacturers are significantly more undervalued than their US counterparts and discusses the sector’s acquisitions in recent years. We then turn to what is arguably our most important savings pot: the pension. You may have saved diligently and kept a close eye on your investments, but unexpected problems can still arise. From a later-life divorce or a stock market slump, plenty can throw retirement into jeopardy. But fret not, Holly McKechnie is in the studio to talk through the most common threats – and how to avoid them. Finally, we look at Nvidia and its keenly anticipated earnings update. To investors’ joy, it delivered on all fronts and revenue at the world’s largest company more than doubled, smashing Wall Street’s expectations. Arthur Sants explains the latest figures and its new circular financing strategy, which is raising a lot of eyebrows (more on that here). Timestamps 00:00 Intro 03:32 Are UK industrials being picked off too cheaply? 19:95 Common risks to your pension – and how to avoid them 20:36 Nvidia's promising figures and new financing strategy Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
August 28, 202629min
Number 2: How to invest under Andy Burnham: Lee and the IC
After a summer hiatus, Alex Newman and Lord Lee are back in the studio, and the duo have a lot to catch up on. The UK has seen a change of prime minister, record-breaking heat and plenty of action in stock markets. First, the pair turn to Britain’s new government. While Andy Burnham and John Healey have revealed very little about their fiscal plans, Lord Lee gives his thoughts, including how to encourage the country’s sleepy retail investor base. The episode then moves to listener questions, John’s approach to stockpicking and the latest buys, sells and changes in his own portfolio. Highlights include Primary Health Properties’ lofty yield and why he believes investing is an “art rather than a science”. Timestamps00:00 Intro 01:08 Lord Lee's thoughts on Burnham's Britain 10:18 A look into John's portfolio: Buys and sells 21:09 Jet2, PZ Cussons, Christie Group and more 33:26 Goodwin, income stocks and takeover opportunities Let us know your thoughts, or if you have any questions or any suggestions for future guests, by emailing [email protected] Listen to more podcasts from Investors’ Chronicle by clicking here or heading to Apple, Spotify and YouTube Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
August 25, 202645min
Number 3: Legal & General, infrastructure stocks and GSK: Companies and Markets Show
After an avalanche of earnings updates, we turn to our annual Income Majors special report and dive into two prominent FTSE 100 dividend stocks. First up is insurer Legal & General; pressure has been mounting on the company as it grapples with a more competitive pensions market. Christopher Akers explains the CEO’s buyback plan, its yield and what it means for investors. We then move to GSK, once known as GlaxoSmithKline, which faces a tricky balancing act between dividends and developing new drugs. The pharma giant has been spending heavily on R&D – a staggering £18bn this year alone to build its oncology pipeline. Julian Hofmann has the details. Finally, we cast our ears to Hill & Smith’s growth across the pond. The steel products company now generates two-thirds of its revenue from the US and has even switched its currency from sterling to dollars. Michael Fahy discusses what’s going on at the growing business. Timestamps: 00:00 Intro 03:22 Legal & General 10:42 GSK 18:57 Hill & Smith Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
August 14, 202627min
Number 4: JD Sports, Pershing Square’s overhaul and Oxford Nanopore:Companies and Markets Show
Up first this week is self-labelled ‘King of Trainers’ JD Sports, whose shares took a 15 per cent tumble on Thursday morning. The FTSE 100 retailer has blamed much of the slump on delayed back-to-school spending and a rising cost of living. Erin Withey explains what’s going on. Next we turn to what has become a trend of the past few months: star fund managers overhauling portfolios. Bill Ackman of Pershing Square has joined the party in trying to stop disappointing returns, but when your portfolio only has around 12 stocks, and you change 11 of them, it’s going to have some significant repercussions. Val Cipriani is in the studio to discuss whether the shake-up is for the better or whether investors should be worried. Finally, we look at Oxford Nanopore; initial excitement after its IPO has waned, and the testing company has struggled as its biggest segment, its research arm, has lagged. Julian Hofmann dives into its management’s plans to switch up its strategy and what this means for shareholders. Timestamps: 00:00 Intro 3:59 JD Sports 10:57 Pershing Square 20:08 Oxford Nanopore Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
August 21, 202629min
Number 5: Our favourite ETFs, toxic stocks to avoid and industrials: Companies and Markets show
This week’s show begins with a look at Meta after the social media giant had to fork out $18bn following accusations that its products are deliberately addictive for younger people. Valeria Martinez is in the studio to discuss whether big tech and other sectors are now the new ‘sin stocks’ and whether the companies which are so irresistible to consumers are toxic for investors. We then discuss our annual Top 50 ETFs best-buy list, released earlier this summer. Val Cipriani talks us through how it was compiled, some of the changes, and what investors should consider when buying tracker funds. Finally, we look at building materials supplier Grafton, which released half-year results on Thursday morning. Mark Robinson weighs up whether its UK struggles are being offset by better business in the rest of Europe and its home market of Ireland, and what this means for the investment case. Timestamps:00:00 Intro 01:09 Top 50 ETFs 12:34 A new age of 'Sin stocks' 27:10 Grafton's results Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
September 04, 202639min