Associate editor James Norrington starts the show, covering this week’s Big Read. He and Dan unpack inflationary vs deflationary forces in Western economies and what it means for stock picking and building portfolios. 

Madelaine Apthorpe is then in the hot seat instead of behind the soundboard to discuss her investigation into cocoa inflation and the confectionery industry. She touches on the reasons for the price rises, the outcome for consumers and what it means for the industry. 

Last up, Julian Hoffman and Mark Robinson unpack Boeing’s latest results and the strike action the company is facing. They discuss the knock-on effects for other companies and how the new CEO is trying to improve safety.

Timestamps

00:58 Debt, demographics and money

16:26 Cocoa

23:38 Boeing

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This month, Alex and Lord Lee are joined by the CEO of Ampario, Richard Edwards. Ampario is an Aim-traded natural feed additives group, a niche business but one that exports its products to over 80 countries and has been held by Lord Lee for 14 years.

In the episode, the trio discuss the ins and outs of running an Aim company, why Lord Lee believes the business is well-placed in today’s markets, its sustainable practices and more.

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This week’s episode begins with a property leaser to the healthcare sector, Life Science Reit (LABS). Property writer Natasha runs through the results, where the chief exec is focusing and whether a takeover is on the cards.

It’s then onto our latest Big Read on investing for your children. From the best accounts to use, the top funds to pick, and educating your children about investing, Val Cipriani runs through everything parents need to know.

Lastly, Julian Hofmann joins to unpack China’s stimulus measures. What impact will it have on the stock market? And what funds can investors use to get involved in the action?

Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial 

*After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only.

Timestamps 

00:56 Reits

11:02 Investing for your children

21:00 China’s stimulus

Read the stories mentioned in the show

Life Science Reit trades on steep discount to NAV

China's bounce may be short-lived

The best ways to invest for your children

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In this podcast episode from The Brunner Investment Trust, Co-lead Portfolio Manager Julian Bishop and host Joe Lynam navigate the choppy waters of national politics and their ripple effects through global markets. With the recent political changes in the UK and the much-anticipated US presidential election, what can investors expect from the stock market?

For more in-depth discussions and insights, visit our website for additional podcast episodes, articles and videos: https://www.brunner.co.uk/en-gb/videos-podcasts-and-reading 

This content was paid for and produced by The Brunner Investment Trust

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We start with Smiths Group’s (SMIN) results. The engineering giant’s figures missed expectations, but could new acquisitions and an updated cost-saving plan bring things back? Michael Fahy reports. 

Our Big Read this week is on pensions. We all know what they are, but there’s much more that could be done for savers and perhaps for the wider economy – Alex Hamer, author of the cover feature, gives a rundown of the reforms mentioned in the piece that could boost pots, and breathe new life into the stock market.

We wrap up by touching on bid takeover activity. From Rightmove (RMV) to Advanced Medical Solutions (AMS), Jennifer Johnson unpacks everything investors need to know from the past week.

Timestamps

01:18  Smiths Group 

09:08  Pensions

23:59 Small caps

28:55 Takeovers

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Jemma Slingo is up first to discuss the fate of NatWest (NWG). Jemma and Dan unpack how well hedged the business is against falling interest rates, its share buyback plans and more.

It’s then on to one company from our Income Majors special report: British American Tobacco (BATS). Like most tobacco stocks, BAT is in the firing line from the Labour government and other leaders around the world. Michael Fahy and Dan explore what potential smoking bans would mean for investors. 

We finish with two deals from the financial world. Close Brothers (CBG) has sold off its asset management arm while Brooks Macdonald (BRK) is also making disposals. Julian Hofmann covers everything investors need to know.

Timestamps

1:29 NatWest

10:50 British American Tobacco

22:00 Close Brothers/Brooks Macdonald

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We begin with Trustpilot (TRST), whose shares shot up 10 per cent in the past five days. Its software as a service (SaaS) is AI-enabled but should it be seen as a marketing or tech business? Jennifer Johnson runs through the long-term prospects inventors need to consider.

Dave Baxter joins to chat about the 2024 edition of the IC’s Top 50 Funds list. He unpacks how it is constructed, why it’s tilted more towards investment trusts this year, and profiles some of the names that make the cut.

Last up, we touch on engineer Reinshaw (RSW). While some other semiconductor suppliers have thrived, the company’s past few years have been rough. But do its latest figures point to a stronger narrative? Mark Robinson and Julian Hofmann discuss its future revenues and valuation.

Timestamps

1:13 Trustpilot

13:16 Top 50 Funds

23:11 Reinshaw

Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial 

*After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only.

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Lee and the IC is back after its summer hiatus with the latest updates to Lord Lee’s portfolio. 

Armed with the proceeds of a takeover, Lord Lee has spent the last few months topping up some existing holdings and running the slide rule over several British value opportunities, including a media conglomerate and a global shipping firm. John and Alex continue their discussion on the role of non-executive directors (NEDs) as share ambassadors, as well as what lies ahead for private investors in the wake of Labour’s win.

1:11 Lok’nStore sell

6:13 Britvic 

9:56 ITV purchase

12:09 Braemar purchase

18:00 Non-executive director holdings

24:01 Labour government

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Alex Hamer unpacks the results from Australian mining giant BHP (BHP). It reported higher earnings in the 12 months to June thanks to record copper prices and a relatively stable iron ore market, its biggest market. Alex shares what investors should expect going forward. 

Alex Newman, the author of this week’s cover feature on insurance stocks, joins the show. DIY investors love insurers – note our Lee and the IC podcast co-host, Lord John Lee – but the industry is a complex beast. Alex explains what investors should do to know which names are worth owning.

Lastly, Arthur Sants joins to discuss Nvidia’s (US:NVDA) latest interim results. Its revenue more than doubled but the share price fell thanks to expectations that it turns out even the world’s top-earning company can’t beat. Arthur explores the valuation and what lies ahead for the business.

Timestamps

1:18 BHP

10:21 Investing in insurers 

23:59 Nvidia

Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial 

*After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only.

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We begin with construction firm Costain (COST), which recently announced a £10mn buyback. Mark Robinson weighs in on its latest results and more.

It’s then on to Hargreaves Lansdown (HL). Val Cipriani covers the proposed takeover and what it means for those who use the platform. Julian Hofmann also unpacks the company’s results and the impact on shareholders.

Last up, Alex Hamer covers Ithaca Energy’s (ITH) results, what impact Labour’s windfall tax will have and the latest events affecting North Sea stocks in general.

Timestamps 

1:15 Costain

12:20 Hargreaves 

23:50 Ithaca 

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