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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

33:09

Investment psychology lessons & Ashtead: The...

Investors" Chronicle ·

2024/12/13

Chris Akers unpacks the latest from equipment rental company Ashtead (AHT). The figures slightly underwhelmed the market, but the biggest factor affecting the business was the announcement that it’s moving its listing to the US.Onto our latest cover feature on behavioural psychology and investing. Alex Newman lays out his intention with the piece, as well as the importance of recognising what impact our biases have on our investment decisions.It’s then on to the plastics business Victrex (VCT) which

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17:16

Partner Content: Anatomy of a great company

Investors" Chronicle ·

2024/12/12

As stock pickers, the managers of The Brunner Investment Trust are looking for what they believe are great companies which can grow and deliver returns to shareholders. Whilst this may sound obvious, just what exactly are the common factors in the DNA of a “great” company? Joe Lynam quizzes portfolio manager Julian Bishop on how he and his team go about assessing companies.For more in-depth discussions and insights, visit our website for additional podcast episodes, articles and videos:

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39:41

Meeting Braemar’s CEO: Lee and the IC

Investors" Chronicle ·

2024/12/10

Alex and Lord Lee sit down with the CEO of one of the holdings in Lord Lee’s portfolio: James Gundy of the shipping service company, Braemar (BMS).James has been group CEO since 2021 and he unpacks the ins and outs of running a shipbroker on London’s main market, how it compares to its competitors and its navigation of some complicated geopolitical waters.As always, the episode closes with an update on Lord Lee’s portfolio changes, including why he’s buying a new real estate investment trust and why

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33:06

North Sea winners, airline stocks & shareholder...

Investors" Chronicle ·

2024/11/29

We begin with airlines Jet2 (JET2) and EasyJet (EZJ) who recently released results. Michael Fahy explores the current demand for travel and package holidays, and the reputational issues affecting share valuations.The future of the North Sea is murky but the industry now has clarity on its taxes. Our commodities expert, Alex Hamer, lays out the opportunities, challenges and changing operating costs in the sector.AJ Bell (AJB) recently changed how its users can vote at AGMs for the companies they own

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46:16

‘You don’t have to love Europe to own its stocks’:...

Investors" Chronicle ·

2024/11/26

In the latest episode of the IC Interviews, Val Cipriani, personal finance editor, sits down with Stefan Gries of BlackRock Greater Europe Trust. The fund is known for focusing on businesses with dependable profits and finds success even though it takes less risk than the average investor.Hear Gries’s take on Dutch semiconductor stock ASML (AMS), and how the industry will fare in light of Donald Trump’s win. The duo also cover the prospects of the Chinese and UK markets, the fund’s stock-picking

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24:56

Quality US stocks, Sage and Grainger: The Companies...

Investors" Chronicle ·

2024/11/22

We begin with software company Sage (SGE). Shares are up and the team unpacks the drivers of this rise and explores whether investors should be concerned about competition in the industry.Illinois Tool Works (US:ITW) next. It’s larger than all but five stocks included in the FTSE 100 but remains relatively unknown on this side of the pond. Our team explore what the company does and the metrics that lead it to feature on our annual US quality screen.Last up, it’s property companyGrainger (GRI)

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39:29

Investment Trust Special, Burberry & Croda: The...

Investors" Chronicle ·

2024/11/15

British-based luxury fashion brand Burberry (BRBY) has had a hard time of late. Our team delve into what’s gone wrong over and question whether the low valuation is attractive enough for investors to take a gamble.It’s then onto our Investment Trust Special. We explore what trusts are most vulnerable to consolidation and some that could be fruitful in the changing macroeconomic environment.Last up, it’s specialist British chemical company Croda (CRDA). The latest update shows signs of life but two

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29:23

What the Budget and Trump’s win means for investors:...

Investors" Chronicle ·

2024/11/12

Lord Lee and Alex reunite just a day after the US election result and a week on from the Autumn Budget. In the episode, the pair unpack how the latter will affect UK private investors and the economy at large, and Lord Lee gives his opinion on the effectiveness of the changes announced by chancellor Rachel Reeves.Also, listen to find out the changes to Lord Lee’s portfolio and his take on Trump’s presidential win.Timestamps1:18 Why the Budget is pleasing for private investors3:42 Lord Lee’s view of

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35:16

How the Budget impacts companies, Auto Trader & the...

Investors" Chronicle ·

2024/11/08

Auto Trader’s (AUTO) recent results were not well received. A slowdown in vehicle production and its position within a tight market is squeezing growth prospects. Our experts dive into what it means for investors.It’s then on to the impact of the Budget. The panel unpacks what sectors will be most affected by the changes, and the potential cost-saving measures companies can take to mitigate rising NI contributions.Last up, bond yields. Both the Budget and the US election will alter the fiscal

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43:24

‘We won’t fail just because we ignore Nvidia’: Terry...

Investors" Chronicle ·

2024/11/05

Returning a second time in the IC Interviews hot seat, Terry Smith is one of the biggest names in the investing world. Having set up the eponymous Fundsmith in 2010, he now manages more than £22bn of British savers’ money and has had his fair share of celebration and criticism.Funds editor Dave Baxter and Smith unpack everything from Magnificent Seven stocks and the effect of weight-loss drugs on stock markets, to consumer staples and the reason Smith doesn’t want to own market favourite,

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35:32

What the Budget means for you & HSBC: The Companies...

Investors" Chronicle ·

2024/11/01

The Autumn Budget brought a swathe of changes to the way investors can harness the most of the market. From capital gains changes to pensions, our team unpack what investors need to know.Find out everything you need to know about the BudgetHSBC (HSBC) recently announced a reorganisation that will affect shareholders. The panel of experts report on what the business is set to achieve, and the outlook for interest income as base rates fall.Last up, the team delve into what led to the small share rally

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31:17

The best Aim stocks and Morgan Sindall’s profit...

Investors" Chronicle ·

2024/10/25

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 technology distributor Midwich (MIDW), discussing what each sector looks like at the moment and what should investors be aware of.Timestamps1:14 Morgan

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33:55

National Grid, car dealerships & investment trusts:...

Investors" Chronicle ·

2024/10/18

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 prospects in a struggling market.Last up, Holly McKechnie dives into the knotty issue of investment trust costs. In September HM Treasury announced it was

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35:42

‘The yen will keep on going’: Paul ffolkes Davis of...

Investors" Chronicle ·

2024/10/15

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 more.Timestamps00:56 Japan and Yen strength4:49 Macro themes in Japan7:40 Valuations11:48 Activism18:10 Private versus public20:39 Corporate reform23:55 Is

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35:05

A new investing world & cocoa inflation: The...

Investors" Chronicle ·

2024/10/11

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

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34:34

‘Our products are evolutionary, not revolutionary’:...

Investors" Chronicle ·

2024/10/08

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. Hosted on Acast. See acast.com/privacy for more information.

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31:33

Investing for children, healthcare Reits & China’s...

Investors" Chronicle ·

2024/10/04

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

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15:11

Partner Content: Political power plays & market...

Investors" Chronicle ·

2024/09/30

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:

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38:05

How to fix the UK pensions problem & a swathe of...

Investors" Chronicle ·

2024/09/27

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

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32:25

NatWest, British American Tobacco and two new deals:...

Investors" Chronicle ·

2024/09/20

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

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142 results

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