Sinopse

Concerned with QE's effects on equity valuations? Looking for ideas for your Isa? Or just plain confused by the stock market? Each week, the Investors Chronicle picks apart the latest news for companies, markets and funds in our regular magazine podcasts. Subscribe for these, along with CEO interviews, company-specific shows and special in-depth discussions on big market themes.

Episódios

  • Alpha podcast: Lockdown winners

    Alpha podcast: Lockdown winners

    15/01/2021 Duração: 29min

    On this week's Alpha Podcast John Hughman and Phil Oakley talk about the prospects for three companies that have seen business boom as a result of Covid-restrictions: Games Workshop, Frontier Developments and Just Eat Takeaway.  See acast.com/privacy for privacy and opt-out information.

  • Graham Harrison: Chasing after returns is always going to have some risk

    Graham Harrison: 'Chasing after returns is always going to have some risk"

    05/01/2021 Duração: 15min

    The destruction of risk free returns thanks to low interest rates means investors have to understand the risks inherent in chasing gains from assets like shares. James Norrington talks to Graham Harrison, Managing Director of Asset Risk Consultants (ARC) about the challenges facing portfolio managers.ARC runs the Private Client Index series, a selection of dynamic risk-weighted benchmarks for the asset management industry, based on over 250,000 contributing portfolios from 108 asset management firms worldwide.   See acast.com/privacy for privacy and opt-out information.

  • James Anderson: “Tesla’s rise is a symbol of a revolution in energy”

    James Anderson: “Tesla’s rise is a symbol of a revolution in energy”

    30/12/2020 Duração: 47min

    Baillie Gifford’s flagship fund, Scottish Mortgage Investment Trust (SMT), has delivered eye watering returns in recent years. In 2020 alone, the fund’s net assets doubled to over £18.5bn. In this interview, the trust’s co-managers James Anderson and Tom Slater tell Mary McDougall where the next leg of growth is and how they approach finding the next stock market stars. Mr Anderson says we are entering a period of change unrivalled since the industrial revolution, and they both defend their continued support of Tesla, the fund’s largest holding.   See acast.com/privacy for privacy and opt-out information.

  • Jeremy Grantham: “We have to run as if our lives depend on it”

    Jeremy Grantham: “We have to run as if our lives depend on it”

    24/12/2020 Duração: 52min

    Jeremy Gratham, co-founder of GMO Asset Management speaks to Nilushi Karunaratne about whether companies, governments and investors are taking enough action on climate change, what he hopes to see from the incoming Biden administration and how investors should see climate change as an opportunity for their portfolios.  See acast.com/privacy for privacy and opt-out information.

  • Randy Smallwood: I don’t think we’re anywhere near the highs of gold and silver

    Randy Smallwood: I don’t think we’re anywhere near the highs of gold and silver

    21/12/2020 Duração: 23min

    Wheaton Precious Metals chief executive Randy Smallwood on the steaming business model, gold's prospects and how to operate in a world where ESG is getting more and more important. Plus why Wheaton has added a London listing.Looking for more? We dive into Wheaton's business model.  See acast.com/privacy for privacy and opt-out information.

  • The Alpha Podcast: Tech, takeovers and the trouble with momentum

    The Alpha Podcast: Tech, takeovers and the trouble with momentum

    18/12/2020 Duração: 38min

    On this week's Alpha Podcast John Hughman and Phil Oakley discuss the crazy world of unicorn IPOs, the bidding war for Codemasters, and why Avon Rubber's share price has been stopped in its tracks.  See acast.com/privacy for privacy and opt-out information.

  • Not your normal finance show: Covid-Christmas!

    Not your normal finance show: Covid-Christmas!

    16/12/2020 Duração: 34min

    With Christmas only a week and a half away, we thought we’d attempt to bring the festive cheer with a look at Christmas shopping.  See acast.com/privacy for privacy and opt-out information.

  • Jim Rogers: Id rather be here than there

    Jim Rogers: "I'd rather be here than there"

    14/12/2020 Duração: 20min

    This week our guest is the American investor, former fund manager and financial commentator Jim Rogers. A noted China and commodities bull, he moved to Singapore in 2007 so he and his family could be in Asia and closer to what he and many others argue is the economic heart of the world.  See acast.com/privacy for privacy and opt-out information.

  • The Alpha Podcast: Behind the balance sheet

    The Alpha Podcast: Behind the balance sheet

    11/12/2020 Duração: 46min

    Phil Oakley chats with former analyst and hedge fund investor Steve Clapham about his new book and how to research companies well.  See acast.com/privacy for privacy and opt-out information.

  • Not your normal finance show: V-Day

    Not your normal finance show: V-Day

    09/12/2020 Duração: 28min

    Maggie, 90, has become the first Brit to receive a vaccine for coronavirus outside of clinical trials. She received the jab in Coventry Hospital in front of the world’s media and declared “if I can have it at 90, you can have it too.”  See acast.com/privacy for privacy and opt-out information.

  • Keith Ashworth-Lord: “Don’t bet against the UK

    Keith Ashworth-Lord: “Don’t bet against the UK"

    07/12/2020 Duração: 32min

    Investing in the UK market has largely been a recipe for underperformance in recent years - but some have clearly bucked this trend and now expect better news. Keith Ashworth-Lord, who runs the hugely successful CFP SDL UK Buffettology fund, has generated strong returns despite the difficulties of the market. He remains an evangelist for UK stocks, describes the current pessimism on the market, especially small caps, as “an absolute load of trash”  See acast.com/privacy for privacy and opt-out information.

  • Alpha Podcast: Quality control

    Alpha Podcast: Quality control

    04/12/2020 Duração: 32min

    On this week's IC Alpha podcast James Norrington and Phil Oakley discuss whether three highly-rated UK shares - the London Stock Exchange, AJ Bell and Avon Rubber - can live up to their quality ratings.  See acast.com/privacy for privacy and opt-out information.

  • Dr Bronwyn King: “With tobacco, engagement is futile”

    Dr Bronwyn King: “With tobacco, engagement is futile”

    03/12/2020 Duração: 30min

    About ten years ago, Dr Bronwyn King was a doctor working on a lung cancer ward in Melbourne, Australia. Today, she fronts a campaign that, according to its website, has persuaded financial institutions with as much as $11tn in assets under management to join its global movement calling for a tobacco-free world.  See acast.com/privacy for privacy and opt-out information.

  • Not your normal finance show: The magic of gaming

    Not your normal finance show: The magic of gaming

    02/12/2020 Duração: 43min

    The £120bn gaming industry is another one of those rare markets seemingly unaffected by the coronavirus pandemic. It’s come a long way in its half a century lifespan.  See acast.com/privacy for privacy and opt-out information.

  • Alpha Podcast: Battered Britain

    Alpha Podcast: Battered Britain

    27/11/2020 Duração: 46min

    On this week's Alpha Podcast James Norrington talks to Phil Oakley about how the example of Sage shows why investing in the UK is becoming ever more difficult, whether Future's bid for GoCo makes sense, and why AO World might keep delivering.  See acast.com/privacy for privacy and opt-out information.

  • Not your normal finance show: DIY-ing to get back to normality

    Not your normal finance show: DIY-ing to get back to normality

    25/11/2020 Duração: 27min

    2020 has been a difficult year for many industries, but one that has bucked the trend is the home improvement sector. It makes sense - most people have had more time at home than ever before, and more free time in general to make changes.   See acast.com/privacy for privacy and opt-out information.

  • Robin Parbrook: “So much of what I see in our industry in the name of ESG is just greenwashing”

    Robin Parbrook: “So much of what I see in our industry in the name of ESG is just greenwashing”

    23/11/2020 Duração: 30min

    The art of bottom-up stock selection is crucial in Asian markets, with benchmarks shifting all the time. In this interview, Robin Parbrook, co-manager of Schroder Asian Total Return Investment Company (ATR), explains his philosophy for investing in Asia.  See acast.com/privacy for privacy and opt-out information.

  • The Alpha Podcast: Sticking with quality shares

    The Alpha Podcast: Sticking with quality shares

    20/11/2020 Duração: 32min

    On this week's Alpha podcast, Phil explains why he likes Procter and Gamble for his Fantasy Sipp, critiques Croda's latest acquisition and says why he prefers steady quality companies despite the recent rush into value stocks on vaccine news. He also discusses some of the tough lessons 2020 has taught investors.  See acast.com/privacy for privacy and opt-out information.

  • Not your normal finance show: Football without fans

    Not your normal finance show: Football without fans

    18/11/2020 Duração: 23min

    English stadiums have been fanless since football returned on June 17th, with plans to gradually reintroduce them at the start of October cancelled by the second coronavirus wave. And it’s not just the clubs which have felt the squeeze; football has a wider impact on the fortunes of the likes of pubs, retailers, broadcasters, sponsors….the list goes on.   See acast.com/privacy for privacy and opt-out information.

  • Nick Hubble: Poor financial literacy has allowed the financial industry “run riot over its customers”

    Nick Hubble: Poor financial literacy has allowed the financial industry “run riot over its customers”

    16/11/2020 Duração: 25min

    In October Nick Hubble teamed up with Nigel Farage to launch Fortune & Freedom, a morning newsletter which aims to help people take control of their finances. In just over a month it has gained over 33,000 subscribers. Should ‘the financial establishment’ be nervous?  See acast.com/privacy for privacy and opt-out information.

página 1 de 38

Informações: