Investors' Chronicle

Investors' Chronicle
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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.

  1. Chemring, Latin American funds & Paragon Banking: The Companies and Markets Show

    HACE 1 D

    Chemring, Latin American funds & Paragon Banking: The Companies and Markets Show

    In the week the UK launched its strategic defence review, Dan Jones is joined by Christopher Akers to discuss the latest half-year figures from UK defence specialist Chemring (CHG), which have come in ahead of analyst consensus and reveal a record order book of £1.3bn.  We then move further afield to Latin America, where stock markets have bounced back after a difficult 2024. Holly McKechnie joins the show to talk about the funds making the most of the rally. Moving back to the UK, companies editor Mark Robinson then joins Dan to discuss another company that has done well in recent days and weeks, Paragon Banking (PAG). What differentiates it from its peers? Timestamps 1:17 UK Defence Spending 11:30 Latin America 19:11 Paragon Bank More on these topics:Chemring points to strategic defence review benefits as order book swells The Latin American funds with the most potential Paragon Banking beats expectations and upgrades outlook Hosted on Acast. See acast.com/privacy for more information.

    28 min
  2. 25 years of volatility, Pets at Home & BT: The Companies and Markets Show

    30 MAY

    25 years of volatility, Pets at Home & BT: The Companies and Markets Show

    We start with FTSE 250 retailer Pets at Home (PETS), whose veterinary arm is now making more than the retail business. Mark Robinson unpacks why this may be, the outlook for the year ahead and the valuation case. Our cover feature on 25 years of volatility is next. Julian Hofmann shares a quick recap of the more serious issues investors have dealt with over this period, the lessons learnt and more.  Last up, BT (BT). The business's revenue declined year-on-year, but both Ebitda and normalised free cash flow were on the rise. Dan Jones and Mark Robinson unpack what’s been going on at the company.  Timestamps 1:25 Pets at Home 14:31 25 years of volatility 23:14 BT More on these topics  Pets at Home boosted by higher-margin vet services Investing lessons from the past 25 years BT’s rationalisation boosts cash flows Hosted on Acast. See acast.com/privacy for more information.

    34 min
  3. Global trackers, Diploma & cobalt: Companies and Markets Show

    23 MAY

    Global trackers, Diploma & cobalt: Companies and Markets Show

    Diploma’s latest results proved that investors’ confidence in the company is justified. Valeria Martinez joins Dan Jones to unpack the case for the specialist manufacturer, and whether its valuation is becoming stretched.   Alex Newman, author of this week’s Big Read on global tracker funds, discusses the contradictions that exist in the popular products and what investors can do to overcome them. We wrap up with Alex Hamer on why it might be the end of the road for the cobalt bull run, and China’s role in this shift. Timestamps 1:28 Diploma 10:49 Global stock market trackers 25:58 Cobalt More on these topics:Diploma hits all-time high after raising guidance Global trackers are broken – here’s how investors can fix them Is it finally time for cobalt to make a comeback? Hosted on Acast. See acast.com/privacy for more information.

    39 min
  4. Investing to travel, Experian & Imperial: The Companies and Markets Show

    16 MAY

    Investing to travel, Experian & Imperial: The Companies and Markets Show

    We start with Experian’s (EXPN) latest results. Host Dan Jones and Julian Hofmann unpack what went right for the business, how it could fare in the event of a US slowdown, and whether investors should get involved.  Next up is Imperial Brands (IMB). Chris Akers shares what led to the big share price reaction, how it compares with other competitors in the tobacco industry and what the main attraction is for investors. Last up, Val Cipriani discusses her personal finance feature on investing to travel the world. Listen to find out everything you need to know, from what to do with your home to what kind of portfolio you should build. Timestamps 1:28 Experian 13:16 Imperial Brands 22:33 Investing to travel the world Hosted on Acast. See acast.com/privacy for more information.

    32 min
  5. Tariffs, trade deals & investing life lessons: Lee and the IC

    13 MAY

    Tariffs, trade deals & investing life lessons: Lee and the IC

    The period since the last episode of Lee and the IC has been eventful to say the least, and the pair begin by unpacking Donald Trump’s tariffs, the subsequent market sell-off, and how it compares to similar eras in market history.  The episode follows in typical fashion, and Lord Lee updates listeners on changes he has made to his portfolio in the period following “liberation day”, including Treatt (TET), and reveals why he believes PZ Cussons (PZC ) is a severely underrated stock. To wrap up, Alex queries Lord Lee on how he may use his M&G dividend, and Lord Lee shares why he has been involved in the stock market for over half a century.  Timestamps  1:12 Liberation Day reaction 3:33 Lord Lee’s opinion of the turn the world is taking 5:41 Did Lord Lee expect a climbdown 6:51 April’s selloff compared to others in history  9:49 Market rebounds to a downturn 11:26 UK and US trade deal  14:04 Lord Lee’s portfolio during the tariff-induced downturn 17:29 Lord Lee’s view on holding cash 19:09 Treatt 22:12 Christie Group  25:44 Workspace 29:13 Vianet 31:03 PZ Cussons  34:12 Dividend season 35:15 Investing for over half a century  Hosted on Acast. See acast.com/privacy for more information.

    39 min
  6. Tech stocks, the future of aviation & Mobico: The Companies and Markets Show

    9 MAY

    Tech stocks, the future of aviation & Mobico: The Companies and Markets Show

    We begin with Arthur Sants and Dan Jones discussing the Apple antitrust issue, the iPhone manufacturer's role in Alphabet’s share price fall and Google’s place in the search engine world. Michael Fahy, author of this week’s Big Read on the future of aviation, up next. He explains some of the developments in the industry, the top players, and what companies may be under threat by the arrival of more modern aviation and fuel sources.  Valeria Martinez then covers Mobico’s school bus fleet sale. The deal has been in the making for a while and aimed to reduce the company’s debt, but the agreement has since led to a significant share price drop. Valeria lays out its current debt situation, why investors are concerned and more.  Timestamps  1:17 Apple & Alphabet 20:50 The future of aviation 34:38 Mobico Hosted on Acast. See acast.com/privacy for more information.

    44 min
  7. ‘Commodities are the best protection against inflation’: Jasmine Yeo of Ruffer

    6 MAY

    ‘Commodities are the best protection against inflation’: Jasmine Yeo of Ruffer

    Dave Baxter returns with another IC Interviews, and he sits down with one of the rising stars of fund management, Jasmine Yeo of Ruffer Investment Company, the FTSE 250 trust that aims to deliver positive returns for investors throughout all market situations.  Listen to find out how the portfolio is behaving in the wake of Donald Trump’s swathe of tariffs, which diversifiers the Forbes 30 Under 30 fund manager is backing, the macro threats the team are positioning for, and more.  Timestamps  1:09 How the portfolio has held up  5:10 When it would be sensible to add risk 7:09 US exceptionalism   11:53 Bonds  15:45 Reliable protectors 17:12 Gold  20:18 Other diversifiers  21:40 Main macro threats and opportunities  24:30 Growth and equity exposurer Hosted on Acast. See acast.com/privacy for more information.

    26 min
  8. Riding gold’s rise, ABF & Keystone Law: The Companies and Markets Show

    2 MAY

    Riding gold’s rise, ABF & Keystone Law: The Companies and Markets Show

    Recent results from Associated British Foods (ABF) highlighted that both its food and retail arms are facing some bumps in the road – think falling sugar prices and tariffs. Mike Fahy, Julian Hofmann and Alex Newman weigh in on everything going on and what investors need to know. Gold next. Its price reached an all-time high this month, and Alex Hamer looks at the drivers behind this boom, where it could fit in a portfolio today, and sheds some light on investment options.  Lastly, Jemma Slingo unpacks results from Keystone Law (KEYS). Jemma and Dan discuss why investors were pleased and how changes to its offices aid its balance sheet.  Timestamps  1:24 ABF 15:46 Gold  29:49 Keystone Law  Hosted on Acast. See acast.com/privacy for more information.

    36 min
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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.

Ficha técnica

  • Creado por
    Investors' Chronicle
  • Años en activo
    2014 - 2025
  • Episodios
    1,1 mil
  • Clasificación
    Apto
  • Derechos de autor
    © 7c8cb0a0-0e46-11f0-af5a-659c181aa6b8
  • Sitio web del podcast
    Investors' Chronicle

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