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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 has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Our award-winning

business investing

All Episodes

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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30:28

‘Trusts need to do better’: Boaz Weinstein of Saba...

Investors" Chronicle ·

2025/01/21

Dave Baxter and Dan Jones sit down with the founder of Saba Capital, Boaz Weinstein. Last month, Saba sent the investment trust space into disarray by announcing it wanted to unseat board members at seven underperforming trusts, and merge them or offer shareholders a way out.In the episode, Dave and Dan grill Boaz on how Saba’s plans would work, what happens if it doesn’t win the votes, his belief that investors will benefit and more.The deadlines for shareholders to vote on Saba’s proposals vary,

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34:38

Small-cap income stocks & Games Workshop: The...

Investors" Chronicle ·

2025/01/16

This week’s episode starts off with a discussion of Games Workshop’s (GAW) results which showed strong core revenues. Valeria Martinez looks at how the business is performing geographically, the catalysts of its growth, its forecasts and more.Julian Hofmann then gives listeners an insight into our latest cover feature on dividend minnows. He shares the background of his research on the history of dividends in the FTSE 100 and highlights what investors should be wary of when it comes to large-cap

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31:41

‘I’m optimistic about stocks in 2025’: Lee and the IC

Investors" Chronicle ·

2025/01/14

The duo reunite after the festive period for a conversation on how Lord Lee’s portfolio performed, why he feels optimistic about the next 12 months and how he’s invested a strong flow of dividends.The pair discuss Christie Group plc, a stock Lord Lee suggests is “severely underrated”, his opinion on what to do with a company that’s down 50 per cent, and British big-names ITV, Aviva and Supermarket Income Reit.The episode rounds up in the typical style, updating listeners on new holdings or recent

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34:43

Yields, risk management and retailers: The Companies...

Investors" Chronicle ·

2025/01/10

We begin with trading updates from retailers and update investors on all they need to know about Next (NXT), M&S (MKS) and Greggs (GRG). There is considerable pressure across the board due to higher national insurance contributions, rising wages and uncertain consumer sentiment. Michael Fahy, Mark Robinson and Alex Newman weigh in.Mark Robinson talks all things risk management, the topic of our latest Big Read. Mark touches on the golden rules to follow, how to protect a portfolio and more.Next

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29:23

Activist investing, Hollywood Bowl & US markets: The...

Investors" Chronicle ·

2024/12/20

We begin the year's final podcast discussing activist investor Saba Capital. Funds editor Dave Baxter explores the impact of its demand to remove the boards of seven investment trusts and what investors should do if the changes go ahead.It’s then onto Hollywood Bowl’s (BOWL) results. The company reported a 7 per cent rise in revenue, but shares still fell 10 per cent. Michael Fahy explains what caused the fall as well as the business's valuation.Last up, our US-based writer Arthur Sants joins in the

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36:46

Small-cap expert Simon Thompson’s 2024 review: IC...

Investors" Chronicle ·

2024/12/17

After a busy year of geopolitical changes, there is a lot of ground to cover when discussing markets. In this episode, Simon and Dan Jones unpack everything from the mass number of moves to the US market to knotty Aim shares, and the sectors investors should keep an eye on in 2025.Timestamps01:02 2025 prospects06:06 Economic backdrop10:23 Upgrades and downgrades15:31 Donald Trump’s presidency21:12 His take on moves to US markets24:16 Buybacks29:20 Aim32:16 IPOs and M&A33:59 Interesting sectors

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