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PODCAST

Investors" Chronicle

Investors" Chronicle

Looking to stay informed in the world of investing? Investors" Chronicle dives into the key trends shaping today’s markets and unpacks what they mean for your investments. Featuring exclusive interviews with professional investors - whether fund managers or leading financial experts - our mission is to help you make smarter investment decisions.Investors" Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

business investing

All Episodes

30:04

Tariffs, gold and weight loss drugs: Charlotte Yonge...

Investors" Chronicle ·

2025/04/22

As a wealth preservation fund, Personal Assets aims to generate returns above inflation using a long-term approach. But with uncertainty rife thanks to tariffs, the fund is facing a very “interesting” time.In our latest IC Interviews episode, Dave Baxter and Charlotte discuss the talk of the town – tariffs. Listen to the episode to hear the pair unpack the fund’s behaviour after the sell-off, why the managers are backing gold, why Charlotte doesn’t believe weight-loss drugs are a threat to alcohol

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36:13

TT Electronics, more tariffs & S&U: The Companies and...

Investors" Chronicle ·

2025/04/18

We begin with results from electronics manufacturer, TT Electronics (TTG). Michael Fahy and Arthur Sants explain how its North American and European divisions have been performing, and how the senior leadership is changing.Tariffs again, but from a different angle. Arthur Sants, our US correspondent, unpacks how tech stocks Apple (AAPL) and Nvidia (NVDA) are faring, what could happen next and which businesses are best set to prosper.Last up, Mark Robinson covers motor finance and lender S&U’s

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35:58

Tariffs & investing beyond the stock market: The...

Investors" Chronicle ·

2025/04/11

As tariffs continue to send markets into a frenzy, the panel gives listeners a rundown of how we got here, what’s happening now and what lies ahead for untouched industries such as pharmaceuticals.Val Cipriani joins to discuss this week’s cover feature on the investing world beyond listed stocks. Val and Dan share how investors can get exposed to unlisted shares, how to find out what they’re worth and other tips to find out if you can trust valuations.It’s then on to Staffline’s (STAF) results

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35:24

What Trump’s tariffs mean for stocks: The Companies...

Investors" Chronicle ·

2025/04/04

The panel unpack details of the swathe of tariffs announced by US President Donald Trump. They discuss what was announced, their curious calculations, the implications on nations and stocks, and what retaliations could occur.Dave Baxter joins to discuss global equity funds, the topic of this week’s Big Read. Dave and Dan unpack the thinking behind the piece, some of the companies that crop up in the funds mentioned, including the most popular of the Magnificent Seven and more.Lastly, Jemma Slingo

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32:20

Housebuilders, Isas & Fevertree: The Companies and...

Investors" Chronicle ·

2025/03/28

Dan Jones is joined by Natasha Voase to discuss Bellway’s (BWY) results, and what they reveal about the state of the property market. The pair also unpack the future of housebuilding in light of the Spring Statement and what it means for Vistry (VTY) and Barratt Redrow (BTRW).Val Cipriani joins to carry on the Spring Statement conversation, but changing course toward Isas and the various takes experts, investors and providers will have on changes to allowances.Lastly, we’re back to company results

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36:01

‘I don’t believe in tech’: Stephen Yiu of Blue Whale...

Investors" Chronicle ·

2025/03/25

The Blue Whale Growth fund concentrates on large cap companies across global stock markets. US tech has dominated global indices, investors’ minds and until recently, the fund. Dave Baxter talks to manager Stephen Yiu about his updated thoughts on the Magnificent Seven, Donald Trump’s impact on the AI play, overlooked sectors and more.This episode was recorded on 24 February.Timestamps00:29 DeepSeek2:13 Identifying AI winners5:36 Exiting Microsoft and US tech9:38 Turnover in the fund13:03 Evolution

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29:40

The great rotation, the ultra-rich & Close Brothers:...

Investors" Chronicle ·

2025/03/21

Dan Jones is joined by Alex Newman and Julian Hofmann to discuss the shift away from US shares towards Europe and even the UK – and the implications for investors.Next up, Alex Newman breaks down hisBig Read this weekon how the ultra-rich invest and what more humble investors can learn from their investing practices.Lastly we turn our attention to UK company reporting and specificallyClose Brothers (CBG), whoseresults this weekprompted a sell-off, with the shadow of motor finance rulings lingering

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31:49

Building stocks, Germany’s rearmament & Reach: The...

Investors" Chronicle ·

2025/03/14

Mark Robinson sits in for Dan Jones this week and is joined by Michael Fahy to discuss building supplier stocks. The sector has had a rough few years with rising inflation and interest rates, and declining demand. Michael explores where the industry goes next.Alex Newman joins to unpack everything going on with FTSE 250 listed shipbroker Clarkson (CKN) whose share price dropped after it released results.Julian Hofmann covers the news of Germany’s rearmament. The country faces significant challenges

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39:34

Meeting Vp’s CEO: Lee and the IC

Investors" Chronicle ·

2025/03/11

Anna Bielby took the helm at Vp in September 2023, a year after John took his own stake in the business. In this episode, Bielby, Lord Lee and IC associate editor Alex Newman discuss the equipment leasing group's history, business model, threats and opportunities.As always, Alex and John wrap up with an update on Lord Lee’s portfolio, plus his take on defence stocks.Timestamps0:59 Introduction3:57 Lord Lee’s history with the company5:17 Business model & threats6:58 Hinkley Point8:03 Rail

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37:40

Where mining goes next, Aberdeen & defence ETFs: The...

Investors" Chronicle ·

2025/03/07

We begin with Aberdeen’s (ADBN) results, which pleased the market and sent shares up considerably. Julian Hofmann dives into the recent changes at the company and how they will impact investors. Jemma Slingo touches on another asset manager, Schroders (SDR) which also put out results.It’s then onto this week’s Big Read on the future of mining. Commodities expert and author of the piece Alex Hamer lays out what’s shifting the gears in the industry, and how miners will adapt. Listen to hear about

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39:00

There are AI winners apart from Nvidia: Nick Train of...

Investors" Chronicle ·

2025/03/04

Nick Train is the first to admit that his investors haven’t seen the returns they’re used to recently. But despite some calls that haven’t quite worked out, in this interview, he points out the areas that should make up for this in the future.Listen to Dave Baxter and the fund manager discuss holdings in the fund such as Diageo (DGE) – which he’s bullish over despite falling alcohol consumption and the threat of weight loss drugs – and companies tapping into digital trends, such as Relx (RELX).The

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30:14

Rolls Royce, banking stocks and Smith & Nephew: The...

Investors" Chronicle ·

2025/02/28

Market darling Rolls Royce (RR) is going from strength to strength. After a return to dividends topped with a lucrative buyback, shares were up 20 per cent on the day of recording. James Norrington, author of this Rolls-Royce Deep Dive, unpacks the prospects for the business and everything investors need to know.Smith & Nephew (SN), a medical equipment manufacturer, continues to improve operating performance. Mark Robinson and Julian Hofmann discuss the company and also touch on what’s going

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32:10

Nvidia, Money Supermarket & Wood Group: The Companies...

Investors" Chronicle ·

2025/02/21

We begin with Mony Group (MONY), better known as Money Supermarket, whose results showed the insurance industry isn’t struggling as some fear. Mark Robinson shares all investors need to know.Arthur Sants, our US correspondent and author of this week’s Big Read on Nvidia (NVDA), explains the key points from the article. From the threat of DeepSeek and Chinese sanctions to potential positives for the future.Last up, Alex Hamer unpacks the latest on engineer and consultant Wood Group (WG). The

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36:21

Vietnam and India will benefit from China’s fall:...

Investors" Chronicle ·

2025/02/18

Founded in 2010 by Carson Block, Muddy Waters Research is best known for its short-selling, predominantly in the mid-cap space.In this episode of IC Interviews, Block joins Dave Baxter to discuss what it would take for him to bet against the Magnificent Seven, the UK activist investing landscape, opportunities in Vietnam and India, and why China is uninvestable.This episode was recorded on 5 February.Timestamps00:31 State of short selling9:04 What could change the market16:30 Going against the

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36:24

Renishaw, Filtronic & British American Tobacco: The...

Investors" Chronicle ·

2025/02/14

Christoper Akers kicks off the podcast with engineer Renishaw’s (RSW) results. From supply chain issues to long-standing murmurs of a sale, find out why investors were disappointed.Valeria Martinez then unpacks designer and manufacturer Filtronic (FTC), whose results were warmly received by the market. Listen to find out how the firm landed contracts with SpaceX, which has been a leading factor in its 300 per cent share price increase over the past year, and how it is expanding to grow its customer

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35:30

Why finance should be taught in schools: Lee and the IC

Investors" Chronicle ·

2025/02/11

This month, Lord Lee and Alex are joined by Member of Youth Parliament, Cameron Holt. At just 16 years old, Cameron’s goal is to get the government to recognise it is failing children with financial literacy. He believes, that through incorporating it into the curriculum, children will increase their confidence in a post-education world, and be more wary of the dangers of online fraud and debt.In the episode, the trio unpack the issues facing children and young people. From ways schools, parents and

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36:39

Pharma results, Crest Nicholson & Compass Group: The...

Investors" Chronicle ·

2025/02/07

Julian Hofmann opens today’s podcast by unpacking results from AstraZeneca (AZN) and GSK (GSK). AstraZeneca had a particularly strong quarter despite China’s investigation into the importation of cancer drug, Imjudo. GSK’s dividends were up, positive news for income investors, but its vaccine rates have slowed as they are more exposed to the US administration. Julian shares all investors need to know.It’s then on to housebuilder Crest Nicholson (CRST). There is growing concern around its £144mn

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26:34

Some European stocks will be protected from Trump:...

Investors" Chronicle ·

2025/02/04

In the latest episode of the IC Interviews, Dave Baxter sits down with Sam Gleave of Liontrust’s European Dynamic.The fund seeks out companies lowly valued by investors, but that could generate more cash than they need to sustain strong growth. In the episode, Dave and Sam discuss why the fund is still bullish on European markets, the outlook for banks on the continent, plus how the fund views Hermes (RMS), Novo Nordisk (NOVO.B) and ASML (ASML).The pair also unpack what impact Trump’s swathe of

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38:21

DeepSeek, Tesco & AJ Bell: The Companies and Markets...

Investors" Chronicle ·

2025/01/31

Our panel kick off the podcast with a rundown of the latest news from the AI world. Chinese-owned DeepSeek’s smarter and more sustainable design helped knock half a billion dollars from Nvidia’s (NVIDIA) market cap. The panel discuss what comes next for AI stocks and return-hungry investors.It’s then on to Michael Fahy to chat about this week’s main feature on Tesco (TSCO). Michael explores how the supermarket's position has changed over the past few years, the mistakes it has made along the way and

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36:02

Predicting the market, US banks & biotech: The...

Investors" Chronicle ·

2025/01/24

On the week Donald Trump retook the position of US president, a handful of banking stocks released strong results. Jemma Slingo joins host Dan Jones to explore what investors need to know about Trump’s potential impact, the differences between UK and US banks, and a broader outlook for the year.It’s then onto this week’s cover feature on creating five-year outlooks for markets. Alex Newman runs through his thinking behind the piece, the challenges that arise when predicting market moves, and his

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128 results

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