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Investors' Chronicle

Investors' Chronicle

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Looking for help with your Isa or pension? Or just plain confused by the stock market? Each week, Investors' Chronicle picks apart the latest news for companies, markets and funds, and brings you fresh investment ideas. Subscribe for these, along with interviews with professional investors and special in-depth discussions on big market themes. Hosted on Acast. See acast.com/privacy for more information.
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Mark Robinson starts the show by unpacking Morgan Sindall’s (MGNS) significant trading update, looking at the drivers behind the share price rise and the scope for the company to increase its market share. It’s then on to our Aim 100 special. Michael Fahy and Alex Newman share their take on the leading brick supplier Brickability (BRCK) and technol…
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We begin with National Grid’s (NG) transformation plans. Jemma Slingo and Alex Newman weigh in on whether it should now be considered a growth rather than income stock, its US business and more. It’s then onto car dealership Vertu (VTU). Mark Robinson runs through the driving factors behind Vertu’s performance, the business’ valuation and its prosp…
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In this episode of IC Interviews, Paul ffolkes Davis and funds editor Dave Baxter discuss the Japanese small and mid-cap specialist fund, which has proven to be quite fruitful for investors. Find out why ffolkes Davis believes in the yen’s strength plus his thoughts on Japan’s macro trends, the big investment trust risers and fallers this year and …
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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 th…
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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…
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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 …
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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…
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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 …
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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 …
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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 lis…
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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 …
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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, join…
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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 sh…
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Who holds the power: the government or the market? In this episode of the ‘A Value View’ Podcast, portfolio manager Simon Gergel discusses the aftermath of the recent UK election, marked by a significant Labour victory. He explores the UK stock market response and highlights where opportunities are being found today. Listen in now to find out more …
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We begin with life insurer Just Group which raised its profit outlook after corporate pension deals boomed. Julian Hofmann unpacks the recent results and discusses whether the shares offer value and how the business might expand. Another insurer's results, Aviva (AV), follows. Mark Robinson and Julian talk about what the business is doing right and…
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Dave Baxter is joined by one of the managers of Migo Opportunities Investment Trust, an unusual fund which exploits valuation anomalies and discounts in other investment trusts. Dave and Charlotte discuss where she looks for opportunities, interesting asset classes and the reason that share buybacks turn the trust’s head more than dividend increase…
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We begin the episode with commodity trading and mining company Glencore (GLEN). Alex Hamer unpacks a busy week, including everything from the cancellation of the coal demerger to the company’s copper prospects in an environmentally conscious world. Val Cipriani discusses our cover feature on the often much-desired topic: retiring early. It doesn’t …
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We’re in the thick of results season but that doesn't stop our hardworking journalists from providing a deep dive into the top stories of the week. We begin with St James’s Place (STJ), which recently released results. The financial advice company announced an ambitious £500m cost-saving programme, a figure that turned many heads in the City. Julia…
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In this IC Interviews podcast, Val Cipriani is joined by James Cook, manager of JPMorgan Global Growth & Income. As the only global and global equity income investment trust trading at a premium, it is keeping investors happy with its approach. Val and James discuss how this has happened, the future of semiconductor stocks, how AI will change the m…
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We begin with Mark Robinson who covers pest control business Rentokil (RTO) which saw a double digit surge in its share price after rumours of private-equity takeovers began swirling. It’s then on to this week’s cover story by James Norrington on the investing greats and how investors can apply their wisdom to their own portfolios. Jennifer Johnson…
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This week, the IC team touch on everything from everything from water company share prices to the state of play in the sports brands industry, and Baillie Gifford’s investment trusts. Alex Hamer unpacks Ofwat’s regulatory crackdown and what reforms mentioned in the King’s Speech will mean for companies such as Pennon (PNN), United Utilities (UU) an…
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In the latest episode of IC Interviews, Dave Baxter sits down with Chris Tennant of Fidelity’s Emerging Markets Trust. The pair cover everything from stocks Taiwan Semiconductor (TSMC) and Nasper (JSE: NPN) to the opportunities for shorting in China and areas believed to be the home of future emerging markets. Timestamps 1:00 Stocks in portfolio & …
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The episode begins with Alex discussing the housebuilding sector. He and Dan unpack Barratt’s (BDEV) recent trading update, whether investors should expect more M&A, and planning proposals from the new government. Julian follows up by analysing student accommodation provider Unite’s (UTG) seemingly positive trading update. He explores the investmen…
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We begin the show with Jemma Slingo who covers results at Baltic Classifieds (BCG), the largest internet services provider for the Baltics. The business has a dominant position in the housing and car listings market, making it a similar company to the UK’s Rightmove and Auto Trader. Dan and Jemma unpack its expansion plans, risks and valuation. Nex…
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Dave Baxter hosts Alastair Laing of Capital Gearing Trust, a vehicle which aims to grow but also protect investments over long periods. Often known for its bearish stance, the team at the trust use a combination of bonds, equities and property to position themselves and investors' cash securely in case of rocky market periods. In the episode, Dave …
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The Companies and Markets Show returns with a look at the prospects for three very different businesses. Retailer Watches of Switzerland (WOSG) had a disastrous start to the year but has shown signs of improvement since. Chris Akers asks if it can weather the luxury goods downturn. Then Jemma Slingo joins the show to examine Aim-listed cable and co…
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The latest IC Companies and Markets podcast kicks off with a look at two pubcos hoping to benefit from an upturn in the weather and a summer of sport. Christopher Akers joins the show to examine recent results from Young’s (YNGN) and Fuller, Smith & Turner (FSTA) and asks what the future has in store. Jennifer Johnson then discusses this week’s IC …
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Guy Anderson, fund manager of Mercantile Trust, joins Val Cipriani on the latest IC Interviews podcast. The trust is run by JP Morgan and is built on a bottom-up approach, focusing on quality UK mid-caps with strong cash flows that will accumulate dividends over time. In this episode, the two discuss the drivers behind the trust’s success and inves…
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This week’s podcast begins with Alex Hamer discussing our latest cover feature on the rise of gold and to a lesser extent copper prices. Alex outlines the drivers of these price moves and highlights a variety of companies seeking to take advantage of these trends. Then, in a week when the biggest UK political parties all published their general ele…
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Jennifer Johnson begins this week’s podcast by discussing Hollywood Bowl’s (BOWL) results. Jennifer, Dan and Julian weigh in on the company’s successes and growth prospects, the factors underpinning its dividend prospects, and its current valuation case. National Grid (NG.) is next on the roster. Alex Hamer shares how the electricity giant surprise…
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Known for her ‘active ETF’s’ enormous returns during the pandemic, thanks to big bets on the likes of Zoom and Tesla, Cathie Wood is synonymous with bold investing. But, while she has many accolades, her style and bold takes have not gone without criticism. The fund’s performance has been mixed, witnessing huge swings up and down since its inceptio…
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Mark Robinson leads this week’s discussion, beginning with the chaotic week for takeovers, including all the Anglo-BHP drama and Royal Mail owner International Distribution Services’s (IDS) £3.5bn deal. It then moves on to activist investors, discussing Dave Baxter’s article on their role in investment trusts over the past 12 months and whether or …
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In this episode, Alex and Lord Lee are joined by the chief executive of a company that some have aptly called ‘a John Lee stock’. Louis Hall, founder and CEO of the software solutions company Cerillion has plenty of skin in the game, a quality Lord Lee holds in high accord and has led him to successful investments. Listen to the episode to hear the…
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We kick off this episode with Julian Hofmann, who gives the rundown on credit data company Experian (EXPN). Whether you’ve checked your credit score on the site or saw television adverts in the early 2010s, you will have heard about the company. Its recent results were very well received and the share price subsequently shot up, but how is the over…
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We begin this week’s chat with deputy companies editor Michael Fahy who runs through the history and new developments at tech solutions company Filtronic (FTC). Having signed a deal matching its total revenue last year, Michael unpacks the potential prospects for the business. On the day the Bank of England announced it would keep interest rates on…
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The latest episode of The IC Interviews features Ian Lance, co-manager of Temple Bar Investment Trust alongside Nick Purves, who together have more than five decades of experience. The duo focus on undervalued UK shares and are adept at avoiding value traps. In this episode, Dave and Ian discuss the possibility of a UK re-rating, the sectors most a…
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Are you paying £5 for a coffee? £4 for mayonnaise? With food and drink inflation still on the rise, the IC team asks whether consumer goods companies are reaching the limits of what they can charge households. Jennifer Johnson discusses the latest trading update from Unilever (ULVR) as well as its spin-off plans, and examines figures from US consum…
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Much of what has been covered in Lee and the IC episodes is about financial literacy and in this episode, Alex and John take a step further by hosting three members from the Renaissance Foundation, a specialist London-based youth charity. The foundation, among its other aims, hopes to bring financial literacy to young people who otherwise may not h…
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On the day of the announcement mining giant BHP offered a whopping £31bn for Anglo American, Mark Robinson runs us through the thinking behind the deal, the impact South Africa’s upcoming election may have on Anglo’s assets, and whether this is just the beginning of negotiations. Jemma Slingo takes the hot seat to discuss this week’s cover feature,…
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We begin this week's episode with a rundown of industrial metal price movements. From copper’s boom, Russian sanctions and the price of gold, our commodities correspondent Alex Hamer reveals what investors need to know on all things metal. A change in fate has swept across one of the UK’s most well-known and loved funds: Fundsmith Equity. It has no…
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We begin with Julian Hofmann, whose latest article covers the companies left behind as doom and gloom takes hold of the British market. Many investors have been turning their noses up at British stocks but Julian says there is still value to be found. He touches on some of these, such as furniture brand DFS, and how investors can calculate a share’…
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Joe Bauernfreund and value investing are nearly synonymous. The veteran manager runs the AVI Global Trust and AVI Japan Opportunity Trust, and has responsibility for all AVI’s investment decisions as the CEO and CIO. His £1bn global stocks fund scours the world for the best companies but whose shares stand at a discount to the value of their underl…
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We begin with one of the biggest names in the EV game: Tesla (TSLA). Shares are down by a third this year and Mark Robinson discusses what has caused this slump. Competition from China’s BYD certainly poses a threat but diminishing trust and popularity are also at play. Next, the author of our cover feature this week, Christopher Akers, shares his …
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Mark Robinson hosts this week’s episode and begins with a rundown of the latest news in the financial world, from Donald Trump’s Trust Social listing to the Bank of England’s warning on private equity bubbles. This week’s cover feature on Britain’s top-rated funds is up first. Dave Baxter shares what readers can expect from the article, including t…
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Alex and Lord Lee have reunited for the seventh episode of Lee and the IC, two weeks on from Jeremy Hunt’s Spring Budget. The announcement of a British Isa could shake up the UK’s private investing landscape so the pair begin by mulling over the practicality of the tax shelter and how future governments can improve the public’s attitudes towards in…
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We begin this week’s episode discussing specialist engineering company Dowlais (DWL) which has found itself making a considerable £450mn operating loss. Mark Robinson shares his thoughts on the business's health since the spin-off from Melrose and debates the effect the EV transition will have on the company. Dan Jones then stops asking the questio…
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In the latest episode of the IC Interviews, Dan Jones hosts Abby Glennie, deputy head of smaller companies and co-manager of UK smaller companies strategies at Abrdn. As part of Abrdn, Glennie has been pivotal in the world of domestic small-cap shares. In the show, the pair discuss some of the Abrdn UK Smaller Companies fund's holdings, including B…
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We begin this week’s episode with TP Icap, the interdealer broker. Julian Hofmann reports on the figures that came out recently, and he and Dan discuss the divisions driving performance, its electronic trading push and the business's valuation. Val Cipriani, author of this week’s cover feature the IC’s guide to Isas 2024, then runs us through the i…
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The chancellor Jeremy Hunt unveiled his Spring Budget and so we begin with economics expert Hermione Taylor unpacking all the major announcements. She explains what it could mean for the upcoming election and the impact on the country’s finances. The team also weigh in on the new British Isa – something that has divided the investing world. The Bud…
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Foll currently works as a portfolio manager on the Global Equity Income Team at the Janus Henderson Investors fund, where she has held the position for 10 years. In the episode, the pair discuss where the team tends to focus when stocks don’t pay dividends, the compelling opportunities in the UK market, some of the specific stocks the fund currentl…
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