Podcasts about investors chronicle

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Best podcasts about investors chronicle

Latest podcast episodes about investors chronicle

Talking Billions with Bogumil Baranowski
Stephen Clapham: Behind the Balance Sheet & Smart Money Method

Talking Billions with Bogumil Baranowski

Play Episode Listen Later Sep 4, 2023 53:01


If you are curious to learn more about analyzing business, and picking stocks, this episode is a fascinating look behind the curtain with a seasoned hedge fund analyst, who now teaches a variety of courses on the matter. Steve is the founder of Behind the Balance Sheet (https://behindthebalancesheet.com/), the premier investment training consultancy. The company runs Forensic Accounting Courses for leading institutions like Schroders and Baillie Gifford – since the first course in June 2018, over 500 investment professionals have taken the programme. More recently, courses have been made available to private investors online (https://courses.behindthebalancesheet.com/). Steve also produces bespoke research for a small group of institutional clients. Steve is regularly in the press, in the UK's Investors Chronicle, in the Times and the Financial Times, on Times Radio and on leading investment podcasts, including Bloomberg Odd Lots and the Grant Williams Podcast, talking about accounting issues at quoted companies. Steve spent some 20 years as an equity analyst at different investment banks, covering various sectors, and was consistently rated in the top 10 in his sector in Extel, II and Reuters surveys. He moved to the buy-side in 2005 and was a partner and head of research at two multi-billion dollar hedge funds; he specialised in using a deep dive research approach to identify special situation opportunities. Steve trained as an accountant and lives in London; he enjoys reading, yoga, and skiing and is interested in investment theory, wine and classic cars. His book, the Smart Money Method https://behindthebalancesheet.com/the-smart-money-method) was a #1 Investing bestseller on Amazon in the UK, US and Australia. Stephen publishes a free weekly newsletter at https://behindthebalancesheet.substack.com/ and has a monthly podcast (https://behindthebalancesheet.com/podcasts) on all major platforms. • We dive into Steve's book, "The Smart Money Method, How to Pick Stocks like a hedge fund pro," the inspiration behind it, and its intended readership. • Steve elaborates on his belief that investors often waste time on fleeting information, emphasizing the importance of discernment in what we consume. • Steve delves into the significance of understanding the industry a stock operates in and what he specifically hunts for. • We discussed often-overlooked elements in company financials that Steve believes deserve more attention. • Moving beyond mere numbers, Steve shared his approach to evaluating company management, stressing its crucial role in investment success. ---- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crisis Investing: 100 Essays⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - My new book. To get regular updates and bonus content, please sign-up for my substack: ⁠⁠⁠⁠⁠⁠⁠⁠https://bogumilbaranowski.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠ Follow me on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/bogumil_nyc⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bogumil Baranowski⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sicart Associates, LLC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEVER INVESTMENT ADVICE. IMPORTANT: As a reminder, the remarks in this interview represent the views, opinions, and experiences of the participants and are based upon information they believe to be reliable; however, Sicart Associates nor I have independently verified all such remarks. The content of this podcast is for general, informational purposes, and so are the opinions of members of Sicart Associates, a registered investment adviser, and guests of the show. This podcast does not constitute a recommendation to buy or sell any specific security or financial instruments or provide investment advice or service. Past performance is not indicative of future results. More information on Sicart Associates is available via its Form ADV disclosure documents available ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠adviserinfo.sec.gov⁠⁠⁠ --- Send in a voice message: https://podcasters.spotify.com/pod/show/talking-billions/message

Fund Your Retirement Podcast
FYR073 | 303% Return vs FTSE All share of 125%, Dividends, Stop Losses & Getting Started with John Rosier

Fund Your Retirement Podcast

Play Episode Listen Later Jul 23, 2023 29:57


John Rosier is a former city fund manager turned esteemed financial writer who runs the model portfolio. The JIC Portfolio which John started in 2012 has returned 303% vs, the FTSE all share of 125% over the same period. During this episode, John shares: His investing philosophy and approach. the value of keeping a detailed investment diary. What he's been adding to his portfolios in recent months. Back testing stop losses and when is a good time to sell? John discusses the importance of dividends, which have grown from £2,000 a year to a projected £29,000. Finally, John shares what he would say to those who are just getting started. Timestamps: 1:20 When and how John started his investing journey. 3:40 The type of investor John is today, his investment philosophy and approach. 6:00 Discussing John's model portfolio, how it started, the returns and the role dividends play in that. 10:15 John's 10 biggest contributors in terms of monetary gain. 15:45 Discussing some of John's biggest losers in the model portfolio. 18:10 Discussing the use of stop losses and when is the right time to sell. 23:10 John shares why keeping a diary helps with discipline. 25:45 John shares what he would say to those just getting started. 28:45 Closing thoughts and where you can follow and connect with John Hope you enjoy this episode and have a wonderful day. The FYR Team If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis. Guest Links & Resources: Visit John Rosier's website and the JIC model portfolio here: https://www.jicuk.com/ Follow John on Twitter here: https://twitter.com/JohnRosier John's articles on the Investors Chronicle: https://www.investorschronicle.co.uk/john-rosier/ Visit Fund Your Retirement: https://www.fundyourretirement.com/   Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

Investing Matters
Moira O'Neill, Freelance Investment and Money Journalist, The London South East, Investing Matters Podcast - Episode 39

Investing Matters

Play Episode Listen Later Apr 26, 2023 51:34


Welcome to this brand-new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success. With that in mind, welcome to episode thirty-nine with the author, award-winning investment journalist Moira O'Neill. Moira was previously Head of content at Interactive Investor, Editor at Moneywise, Personal Finance Editor at the Financial Times' Investors Chronicle magazine and Deputy Editor at Money Observer. Moira is an independent freelance investment and money writer, editor and presenter, a columnist for the Financial Times, FT Money, contribute to the FT Money Show podcast and a regular contributor to TV and radio programmes. Moira has been educating savers and investors for around 25 years now. She was the winner of the Wincott Journalism Award in 2012. Moira has also written two personal finance books, Finance at 40 and Saving and Investing for Your Children. She read Classics at Cambridge University. In this Investing Matters interview, Moira provides the listener with a wonderful, guided tour of how all investors can navigate the markets safely, in tax efficient way, the powers of compounding return, pound cost averaging, dividends, Funds, Investment Trusts, dividend heroes, diversification, funds, how to combat some of the psychological aspects of investing, her own personal investing strategies and discusses what truly matters to her with regards to investing and much more. We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

The Talent Show
29. How to feel confident about money, with Claer Barret

The Talent Show

Play Episode Listen Later Apr 17, 2023 40:23


In this episode, we speak with Claer Barrett, Consumer Editor at the Financial Times, and author of "What They Don't Teach You About Money." Claer shares her wealth of knowledge on personal finance, providing valuable insights on how to manage your money and invest in the stock market and beyond. From her early days at the Investors Chronicle to her current role at the FT, Claer has become a trusted authority on all things money-related. She discusses the importance of financial literacy and explains why it's critical for everyone to take control of their financial future. Claer also delves into the world of investing, sharing tips on how to diversify your portfolio and make informed decisions when it comes to investing in small companies and crowdfunding. Her expertise and passion for financial education make this episode a must-listen for anyone looking to improve their financial well-being.Looking for a new guide to drive innovation and change?The Talent Show is a new podcast series from FT Talent, a hub of innovation from the Financial Times. Hosted by under 30s for under 30s around the world. Each episode we have important conversations for you and with you. We speak to experts in different fields, and bring you in to ask them your burning questions and delve deep into the topics that really matter to the younger generation today, find inspiring tips, analyse trends and bridge generational gaps. And we didn't just rely on our own curiosity - we invite our audience of bright students and early career professionals from all over the world to ask questions directly to our guests.The FT Talent Challenge is a competition from the Financial Times that invites bright young talent from all over the world to pitch solutions aimed at solving our most pressing business challenges. This podcast gives you a taste of the creative, educational and entrepreneurial atmosphere at FT Talent Challenges. FT Talent is a commercial division of the Financial Times.The FT Newsroom is not involved in its production. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.Subscribe to our Youtube channel: http://bit.ly/3X1kwkkVisit our website: http://bit.ly/3wUut8JFollow us on social media:Instagram: http://bit.ly/3X1N65fLinkedIn: http://bit.ly/3E6k9yv Hosted on Acast. See acast.com/privacy for more information.

FT Money Show
What will 2023 bring for your investments?

FT Money Show

Play Episode Listen Later Jan 3, 2023 27:16


The past 12 months have not been kind to investors — but will the going get rougher or smoother in the year ahead? Presenter Claer Barrett hears from three of the FT's most experienced investment writers who pass on tips on how to handle volatility, what's driving change in the markets and where they think the best opportunities could lie in 2023. With Rob Armstrong, the FT's US financial correspondent and author of the Unhedged newsletter, Stuart Kirk, the FT's new Skin in the Game columnist, and Rosie Carr, editor of Investors Chronicle.Please note that Money Clinic is a general discussion around financial topics and does not constitute an investment recommendation or individual financial advice. For that, you'll need to find an independent financial advisor. If you would like to talk to Claer on a future episode, please email the Money Clinic team at money@ft.com with a short description of your problem, and how you would like us to help. Say hello on social media: You can follow Claer on Twitter and Instagram @Claerb Presented by Claer Barrett. Produced by Persis Love. Our executive producer is Manuela Saragosa. Sound design is by Breen Turner, with original music from Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

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The Vox Markets Podcast
770: Vox Screens Stocks: John & Justin pick two stocks from the Pricing Power Screener

The Vox Markets Podcast

Play Episode Listen Later Jun 29, 2022 22:16


Welcome back to our new podcast series Vox Screens Stocks featuring John Hughman, previous Editor of Investors Chronicle & now head of content at Vox Markets and the voice of Vox Justin Waite.  There are lots of ways of finding investment opportunities, but one of the most fruitful is to start your search by crunching stock market data. With thousands of listed companies, using tools to filter for certain financial characteristics can whittle the market down to a manageable number that you can use to focus your research efforts. Each week we'll use a variety of stock screening approaches to come up with a list of stocks which fit the criteria of this week's stock screener, then John & Justin will pick a stock from the list, explain what they like about it. This week we are looking for companies with pricing power, which should prove more adept at maintaining their prices – or raising them – to offset the input cost increases that come with an inflationary environment, and where economic problems could put the squeeze on spending by consumers and companies.  Traditionally, pricing power has rested with those companies that sell so-called ‘non-discretionary' items such as food – in other words, products we can't live without. But the current economic backdrop means such rules of thumb don't necessarily hold true right now. Unilever, for example, has struggled to maintain margins in recent years and earnings are expected to slip next year as volumes take a hit as consumers trade down to own-label products.     There's no single metric we can use to identify such companies, but the stability of margins and earnings is a good proxy, along with a few indicators of quality. We've run our screen using the following criteria: Operating margin above 15% Positive 5-year average operating margin Forecast PE of less then 25 Positive forecast EPS growth Positive 5-year average EPS growth Return on equity – a measure which demonstrates a company's ability to generate profit from its assets - greater than 15 I've also included operating cash conversion in the column to show how effective a company is at turning its profits into all-important cash. A rule of thumb is that a rate above 90% is good, but all results bar one – Somero – managed a ratio above 100%.  You should also look at the numbers in the context of recent commentary from the company, particularly the latest outlook statements. Always remember, numbers alone can mislead - stock screens are a starting point for further research. See the full screen CLICK HERE John's Pick: Games Workshop GAW | manufacturer and retailer of the Warhammer model miniature series Games Workshop's shares enjoyed a meteoric rise but have halved in the last six months or so as rising inflation has eaten away at the value of the most highly-rated shares. But that leaves the shares much more attractively priced, and while growth has moderated from the lockdown boost – and profits have been held back by higher input and distribution costs  trading does appear to be holding steady, no mean feat given the economic backdrop and testament to the loyalty of its customer base. It's invested heavily in capacity and headcount, and royalty income from licensing deals is starting to grow quickly.  ustin's Pick: Future FUTR | a leading publisher of specialist magazines and content  Like Games Workshop, Future's shares enjoyed a stellar run only to fall back sharply again as the market entered a downturn. But once again, that offers a much better entry point into what is rapidly becoming one of the largest specialist media companies in the world, with content that it boasts reaches 1 in 3 adults online in the UK and US. It's been highly acquisitive, but debt remains manageable and the dealmaking has brought it scale which enables it to benefit from significant operational leverage is it continues its digital transition. 

The Vox Markets Podcast
753: Vox Screens Stocks: John & Justin pick two stocks from the Safe Dividend Screener

The Vox Markets Podcast

Play Episode Listen Later Jun 21, 2022 21:11


This is the second episode in a new podcast series Vox Screens Stocks featuring John Hughman, previous Editor of Investors Chronicle & now head of content at Vox Markets and the voice of Vox Justin Waite. This week we are looking at safe dividend paying companies. There are lots of ways of finding investment opportunities, but one of the most fruitful is to start your search by crunching stock market data. With thousands of listed companies, using tools to filter for certain financial characteristics can whittle the market down to a manageable number that you can use to focus your research efforts. Each week we'll use a variety of stock screening approaches to come up with a list of stocks which fit the criteria of this week's stock screener, then John & Justin will pick a stock from the list, explain what they like about it. There are countless ways of screening stocks and this week we are looking at safe dividend paying companies. John's Pick: Devro #DVO one of the world's leading manufacturers of collagen products for the food industry, Justin's Pick: Taylor Wimpey #TW. a customer-focused homebuilder operating at a local level from 23 regional businesses across the UK. Other Stocks mentioned: Ibstock #IBST Norcross #NXR

The Vox Markets Podcast
744: Vox Screens Stocks: John & Justin pick two stocks from the Zulu Screener

The Vox Markets Podcast

Play Episode Listen Later Jun 14, 2022 23:46


John Hughman, previous Editor of Investors Chronicle & now head of content Vox Markets, comes up with a list of stocks which fit the criteria of this week's stock screener . Each week John & Justin pick a stock from the list, explain a bit about the company and the reasons they like it. This week's screener is called the Zulu Screen. John's pick is Begbies Traynor #BEG Justin's pick is Medica Group #MGP If you'd like to suggest a screener for us to look at please let us know.

FT Money Show
Time for an investment makeover

FT Money Show

Play Episode Listen Later Mar 29, 2022 29:45


With so many investing options out there, getting the right balance for your portfolio can be difficult. So this week presenter Claer Barrett has invited two listeners in for a portfolio makeover. Thirty-seven-year-old James holds UK-focused equities in his stocks and shares Isa. He was doing well, but market movements and rising inflation have made him think he might need to diversify. Thirty-four-year-old Gillian has taken a different approach, investing as much as she can into her company pension. However, she hasn't paid much attention to what her pension is actually invested in.Investment experts Rosie Carr, editor of the Investors Chronicle, and Russ Mould, investment director at AJ Bell, give their views on how James and Gillian can get the best out of their investments. Tips include how investors can manage the threat of rising inflation, different ways of approaching asset allocation and building a diversified portfolio.If you want to hear more about how to get started on your investment journey, try this episode of Money Clinic: https://www.ft.com/content/e035ebf1-a9ff-4057-a1bb-591f2be296e4Want to talk to Claer on the show? Email money@ft.com or drop her a line on Instagram @ClaerbFinally, Money Clinic is a general discussion about investment topics, and does not constitute an investment recommendation or individual financial advice. Your capital is at risk when you invest.Presented by Claer Barrett. Produced by Persis Love. Our executive producer is Manuela Saragosa. Sound design is by Breen Turner, with original music from Metaphor Music. See acast.com/privacy for privacy and opt-out information.

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Financial Father and Son
E23 - Making 1600% return, investing in Chinese companies & why to not chase sexy trends, with David Stevenson

Financial Father and Son

Play Episode Listen Later Apr 6, 2021 39:00


In this episode, I am joined by David Stevenson, an experienced investment commentator and writer, with a passion for media and technology. David writes for a number of leading publications including The Financial Times, where he is a columnist, the Investors Chronicle, Money Management and trade newspaper Investment Week, where he's the contrarian columnist.  Links David's Twitter: @advinvestor David's website: http://www.adventurousinvestor.com/ Books: https://www.amazon.co.uk/David-Stevenson/e/B001HPPK2U?ref=dbs_a_def_rwt_bibl_vu00_i1 Episode summary: Intro (01:28), How did you get into investing? (04:17), How the youth of today can be real investors? (08:18), Riding your winners, cutting your losses and the importance of rebalancing (14:32), Thoughts on how we should invest in Chinese companies? (17:31), Your 1600% return investment (22:29), Are ESG investments here for the long term? (28:48), What career advice for a recent graduate in the current climate (33:14). Twitter: @FinancialSon Email: financialfatherandson@gmail.com

The Nomad Capitalist Audio Experience
The Government Won’t Let You Escape This Tax

The Nomad Capitalist Audio Experience

Play Episode Listen Later Feb 25, 2021 12:19


Don’t wait until it’s too late. Come up with a Plan B now. In this video, Andrew discusses an article from the Investors’ Chronicle, wealth tax in the UK, and how governments are using the pandemic as an excuse to take your money. Investors’ Chronicle Article: https://nomadcapitalist.com/tax-reduction/ https://www.investorschronicle.co.uk/news/2021/01/14/a-wealth-tax-isn-t-perfect-but-it-s-better-than-the-alternatives/ Andrew Henderson and the Nomad Capitalist team are the world's most sought-after experts on legal offshore tax strategies, investment immigration, and global citizenship. We work exclusively with seven- and eight-figure entrepreneurs and investors who want to "go where they're treated best". Work with Andrew: https://nomadcapitalist.com/apply/ Andrew has started offshore companies, opened dozens of offshore bank accounts, obtained multiple second passports, and purchased real estate on four continents. He has spent the last 12 years studying and personally implementing the Nomad Capitalist lifestyle. Our growing team of researchers, strategies, and implementers add to our ever-growing knowledge base of the best options available. In addition, we've spent years studying the behavior of hundreds of clients in order to help people get the results they want faster and with less effort. About Andrew: https://nomadcapitalist.com/about/ Our Website: http://www.nomadcapitalist.com Subscribe: https://www.youtube.com/subscription_center?add_user=nomadcapitalist Buy Andrew's Book: https://amzn.to/2QKQqR0 DISCLAIMER: The information in this video should not be considered tax, financial, investment, or any kind of professional advice. Only a professional diagnosis of your specific situation can determine which strategies are appropriate for your needs. Nomad Capitalist can and does not provide advice unless/until engaged by you.

CONKERS' CORNER
89: Investing 2020 & beyond: An exclusive Conkers' Corner interview with Phil Oakley of Investors' Chronicle

CONKERS' CORNER

Play Episode Listen Later Dec 28, 2020 79:24


 Many of you will know Phil Oakley from the quality of the research, investment articles and investing presentations he has delivered and completed over the years. For those few of you that are not familiar with Phil you can find the  comprehensive interview with him here (https://www.conkers3.com/phil-oakley/)   that he gave on #CONKERSCORNER of his own insightful journey in the Investment industry and beyond. His insights and knowledge are sought after by institutions and private investors alike. Phil is currently the Associate Editor of the Investors Chronicle magazine.  The outstanding quality of Phil's research and educational articles for the Investors' Chronicle were recognised by his peers in June of this year. When Phil won the 2020 CFA Journalist of the Year award.  At the time of this interview with Phil in late 2020, Investors, Fund Managers, Traders, savers and all participant in the investment markets had already endured a highly volatile and psychologically testing ten months in the markets.  The topics and shares discussed include:  2020 a valuable year of learning for investors; The US Federal Reserve; Central Banks; Market drop; Market rally; Rising debt; Company profits; Drivers of share prices; The Economy matters; What is underwriting stock markets; Technology shares; Negative yielding bonds; Why is looking a debts important; Buying power; Consumer credit; Cyclicals; Value traps; Free lunches; We all makes mistakes; Fevertree / FEVR; High valuation / Expectations; Momentum stocks; Always research stocks; Over confidence; Understanding risks; 80/20 Principle; Steve Clapham; Low volatility investing; What to look at when you are investing; Clustering/ Herding; Psychology; Fear of Missing Out/ FOMO; Games Workshop/ GAW; Tesla/ $TSLA; Ocado/ OCDO; Growth; Return on Capital Invested / ROCI; Return on Money Invested; How to find winning investments; Focus on the business. I HOPE YOU ENJOYED THIS PODCAST. IF YOU DID PLEASE SHARE IT ACROSS SOCIAL MEDIA & WITH FRIENDS/ASSOCIATES YOU KNOW THAT HAVE AN INTEREST IN INVESTING IN STOCKS,  SHARES OR FUNDS. PLEASE SUBSCRIBE FOR FREE TO THE CONKERS' CORNER PODCAST CHANNEL. THANK YOU.

Investors Chronicle
The Alpha Podcast: Bargain hunting

Investors Chronicle

Play Episode Listen Later Oct 9, 2020 33:58


On this week's Alpha podcast editor John Hughman talks to the IC's small cap specialist Simon Thompson about the outlook for global stock markets and the strategies he's using to identify companies fit for the Covid era.Click here to read Simon's latest Investors Chronicle column.If you don't subscribe to Alpha already, you can sign up for a four-week trial for just £4 by clicking on the following link: investorschronicle.co.uk/TryAlpha See acast.com/privacy for privacy and opt-out information.

Investors Chronicle
Beer is best

Investors Chronicle

Play Episode Listen Later Sep 16, 2020 23:25


The pub feels like just the right place to launch the Investors Chronicle’s brand new podcast, especially as the topic up for discussion in episode one is beer. See acast.com/privacy for privacy and opt-out information.

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Investors Chronicle
John Baron: "Investment trusts are a superior investment option"

Investors Chronicle

Play Episode Listen Later Sep 7, 2020 35:35


On this episode of the IC Interviews, editor John Hughman speaks to the magazine’s regular investment trust columnist John Baron.A former fund manager, John has provided updates on two live investment trust based portfolios for the Investors Chronicle since 2009, one focused on growth and the other on income.John has recently completed an updated version of his book, the Financial Times Guide to Investment Trusts: Unlocking the City's Best Kept Secret.In this interview, John explains why he favours investment trusts, how the techniques he uses to manage his portfolios have shielded them from the worst impacts of Covid-19, and why he’s top slicing technology and taking contrarian positions in commercial property and commodities. See acast.com/privacy for privacy and opt-out information.

Investors Chronicle
The Investment Hour: All that glitters…

Investors Chronicle

Play Episode Listen Later Jul 30, 2020 59:15


Gold has reached $2,000 an ounce on the futures market this month and gotten very close in spot terms as well. The precious metal has been trading at multi-year highs for over a year now, since breaking $1,400 over a year ago. This year, the Covid-19 job losses and major economic slowdown supercharged an already surging gold price.The big question is whether you should still be buying. On this week’s podcast Megan Boxall and John Hughman are joined by Alex Hamer and Dave Baxter to talk about possible entry points and where this new record comes from.SPECIAL OFFER - You can get four weeks of Investors Chronicle in print and online for just £4 with our special offer for podcast listeners. Go to investorschronicle.co.uk/podcastsub. See acast.com/privacy for privacy and opt-out information.

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Investors Chronicle
The Investment Hour: The big income conundrum

Investors Chronicle

Play Episode Listen Later Jul 16, 2020 50:20


The trimming or cancelling of dividends in the UK is incredibly significant. With income expected to be significantly lower in 2020 than it was in 2019, a reader’s letter has highlighted how stark the situation is for some private investors. He said: “40 per cent of my retirement income comes from shares.”At a time like this, it’s hard to know where to turn. On this week’s podcast Megan Boxall and John Hughman are joined by Algy Hall, Dave Baxter and Nilushi Karunaratne to discuss the situation and help explain how investors can best cope with the income carnage of the past few months.We’ve also covered the outlook for income extensively in the magazine this week. Click on the links below to read our top dividend coverage and the stories mentioned on this week’s podcast.SPECIAL OFFER - You can get four weeks of Investors Chronicle in print and online for just £4 with our special offer for podcast listeners. Go to investorschronicle.co.uk/podcastsub.UK braced for prolonged period of measly incomeFor investors hanging onto the illusion that their precious income might bounce back as the coronavirus pandemic passes, Factset’s consensus dividend forecasts – compiled and analysed by the Investors Chronicle – do not offer much hope. Click here to find out why.Corporate debt hits record $8.3trnFor many companies, the recent dash for debt has perhaps prevented liquidity pressures from turning into a more serious question about solvency. But it is a risky gamble. Read the full story here.Telecoms faces a China crisisBritish telcos are reeling from a big government u-turn on the use of Huawei equipment. But are any companies in a position to benefit? Mark Robinson attempts to answer that question. See acast.com/privacy for privacy and opt-out information.

Share Talk LTD
Oil Man Jim Company Oil & Gas Podcast, 20th November 2019

Share Talk LTD

Play Episode Listen Later Nov 20, 2019 7:20


  PetroTal announced third-quarter results and an operations update. The good news is that current field production reached a new record with the last 30-days averaging over 8,500 barrels of oil per day, with all five oil wells online. The bad news is that the cash and cash equivalents amount of approximately $40 million stated in the company's RNS dated 21 October was incorrect. The company's actual cash and cash equivalents position as at 30 September was $20.5 million. The CEO, who would have reviewed and signed off the document, surely would have known the company's cash balance, so he's either sloppy or deliberately let the mistake slip through. Either scenario, unfortunately, places a question mark over the accuracy of the company's reporting and creates doubt. I highlighted this at 16p, so there's around a 50% profit to take. Petrel Resources reminded shareholders of the upcoming Extraordinary General Meeting which takes place tomorrow in Dublin to approve the issue of new shares to private equity investors and friends and business acquaintances of the new control parties. It is then anticipated that a flow of potential investment proposals will be offered to the company. I suggested Petrel numerous times around 1p earlier this year and it closed at 7p yesterday, up 600%. There are more shares with this sort of potential in the private blog. Sound Energy announced the approval of the Environmental Impact Assessment for a 2D seismic acquisition programme within their permits. The directors' hearts simply aren't in this. None of their names is stated anymore in the RNS and the only contact for the company is questions@soundenergyplc.com (mailto:questions@soundenergyplc.com) . I've been calling this down since last year when the share price was over 10 times higher, but it still has a market cap of nearly £40 million and plenty of room to fall further. Some of these companies have been making me think further, particularly about their adverse impact on investors. Looking at social media these days, it appears a lot of people are losing a lot of money and I think it might be helpful to examine why and ask whether that actually has to be the case. Going back in time, prior to the arrival of the Internet, it cost over £10,000 a year to have access to all the information which everyone has available now online for free and, unfortunately, it does not appear this advance has helped most private investors. Their information sources then broadly were daily and Sunday newspapers, weekly magazines such as the Investors Chronicle, and tip sheets which were sent out by post on a weekly, fortnightly or monthly basis. Virtually all this material was professionally written by financial journalists and, although it was the only information source available to most private investors, at least in the main it was factual. While these traditional information sources still exist, most investors now either access the source data directly or receive an account of it from others. In doing so, they run the risk of either misinterpreting the information themselves or having the information misinterpreted to them. And that's the charitable case where no one's actively misrepresenting it, which is often the situation these days. While some private investors have developed their own mastery of the market, with the majority it appears to be the blind leading the blind, with the occasional shepherd leading his sheep to the slaughter. There is no doubt from their own comments that many are losing money - and some are losing a lot. What should be the benefit of full and equal access to information ironically has turned out to be a disadvantage for many. Another route to grief is the idea that has sprouted up that anyone can earn their living just trading the market. Of course, a few can, but they are the exception; the rest of the would-be professional traders fail primarily due to ignorance, laziness, greed, lack of market awareness, gullibility and fear of missing out, effectively a desire to be in everything. There are a number of serious investors, who have a steady approach and overall reap rewards. Unfortunately, the majority, having their attention drawn towards hundreds of generally poor quality companies every day, simply can not see the wood for the trees. A further problem is that accurate comments on social media get buried under the pile of nonsense being posted. Many are all over the place, some buying a different share every day and each time crystallising additional losses due both to their lack of patience and their lack of conviction. Some that do hold, think their shares are like football teams and support them tribally. Buying the shares that are being most actively promoted, they constantly get hurt by placings, which have been forward sold with guaranteed profit for insiders and virtually guaranteed losses for them. One of the most important lessons is that it is not just about the shares you buy, even more importantly it's about the shares you don't buy. You need to control yourself and go only for the certainties, the small number of winners each year that are virtually guaranteed. If you see value or advantage in receiving a large number of tips then you probably can't be helped. My approach is to take one sector of the stock market and master it, an area which you have experience of from your working life or have a genuine interest in is best. Have absolute conviction in what you buy and hold, and if you don't have absolute conviction, don't buy it. Understand why you're buying it now and when you're going to sell it - and, critically, where that company is in its operational, financing and promotional cycle. If you're looking for a short-term trade, then the company needs to be heading for an event. Most importantly, only buy when you're absolutely certain and don't let it bother you if you miss a few. Always realise gains and de-risk. And position size so that even if it goes to zero it doesn't hurt you. That is the way to profits. Let me know if you're interested in reading or hearing more about this subject and I'll write and record Part 2. Finishing off, I'll be back at the weekend with another podcast and a blog covering all the week's oil company news. If you're interested in knowing my actual trading ideas and want to read a more critical assessment of some of these companies, then subscribe to the private blog athttps://www.oilnewslondon.com/oilman-jim The link is also on my Twitter profile page 

State of the Markets
#69 Chris Dillow - The Investors Chronicle

State of the Markets

Play Episode Listen Later Sep 8, 2019 69:03


State of the Markets Podcast Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez & Tim Price of https://Pricevaluepartners.com https://twitter.com/timfpricejoin Chris Dillow https://stumblingandmumbling.typepad.com/ Twitter: https://twitter.com/CJFDillow chris.dullow@ft.com https://www.investorschronicle.co.uk/chris-dillow/ Chris's Media Pick: https://amzn.to/2lF0EHI Tim's Media Pick: Lucky: https://www.imdb.com/title/tt5859238/?ref_=fn_al_tt_1 Holmes & Watson AV club review: https://film.avclub.com/will-ferrell-and-john-c-reilly-hit-career-lows-in-the-1831309924#_ga=2.204328601.866766333.1545778539-1931394500.1523563047 Paul's Media Pick: Joker https://www.imdb.com/title/tt7286456/?ref_=nv_sr_1?ref_=nv_sr_1 Podcast links: https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://itunes.apple.com/us/podcast/state-of-the-markets/id1301360737 All podcasts available on youtube: https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

state tim price investors chronicle
CONKERS' CORNER
55: An Exclusive Interview with Phil Oakley of Investors Chronicle: Let's talk Neil Woodford

CONKERS' CORNER

Play Episode Listen Later Jun 9, 2019 74:47


Let's talk Neil Woodford  Many of you will know Phil Oakley from the quality of the research, investment articles and investing presentations he has delivered and completed over the years. For those few of you that are not familiar with Phil you can find the  comprehensive interview with him here (https://www.conkers3.com/phil-oakley/)   that he gave on #CONKERSCORNER of his own insightful journey in the Investment industry and beyond. His insights and knowledge are sought after by institutions and private investors alike. Phil is currently the Associate Editor of the Investors Chronicle magazine. At the time of this interview, Neil Woodford's Woodford Investment Management and Woodford Funds, which had been championed by most investment media, platforms and analysts at launch, is going through an annus horribilis. This has culminated in Neil Woodford/Woodford Funds stopping investors from withdrawing their own money the Woodford Equity Income Fund. This suspension of access to funds has caused outrage and anger from large institutions, private investors and even the Fund Management industry. There is even talk of a potential formal probe by the FCA into the actions taken by the Woodford Funds. In this exclusive interview with Phil, who is a big fan of investing in quality companies over the long-term, we discuss the recent developments at Woodford Funds. In particular, its impact and the lessons learnt, as well as what could and should be done across the Fund industry going forward. Phil also explains how to select high quality stocks and gives examples of some stocks that could have long term growth and resilience.  Topics discussed include: Neil Woodford; Woodford Funds; Woodford Equity Income Fund; Assets Under Management; Fee structures; Fund charges; Funds structure; Fund Managers; Dividend paying equities; Unlisted/unquoted equities; Open ended funds; Close ended funds; Stocks; Shares; ETFs Hargreaves Lansdown; Treasury select committee; Platform fees; Marketing; Retail Distribution Review; Trailing commissions; Fees; Times of stress; Risk; Trackers; Active Managed Funds; iShares; Organic growth; Profit margins; Return on Capital Employed/ ROCE; Cashflow; Debts/Deficits; Fundamentals; Importance of research; Psychology; FOMO; Cognitive biases; Thinking Independently; High PE stocks; Moat; Amazon $AMZN; VISA $V; Mastercard $MA; APPLE PAY PayPal $PYPL Diageo #DGE; RM2; Redde #REDD; Dignity #DTY; KIER #KIE; Spirax-Sarco #SPX; Advantages of being a private investor; Run your winners; Learning; Investment Trusts; and more. .............................................................................................................................. Thank you for reading this article, we hope you enjoyed it. Please share this article with others that you know will find it of interest. Are you an institutional investor or private investor? What are your views or opinions on the current situation with Neil Woodford, his funds or the markets at present? Please lets us know. We look forward to hearing from you. You can find more research articles, interviews, podcasts, videos and investment insights on our website (https://www.conkers3.com/) and across some of our social media platforms that include Twitter (https://twitter.com/conkers3) , LinkedIn (https://www.linkedin.com/in/peter-higgins-308749131/) , AudioBoom (https://audioboom.com/channels/4937399) , iTunes (https://itunes.apple.com/gb/podcast/conkers-corner/id1384481834?mt=2) , YouTube (https://www.youtube.com/channel/UCw8ikDa5SMQ-W32UIpSKeVQ) and Facebook (https://www.facebook.com/conkers.corner.1) .

Investors Chronicle
Bull vs Bear: Fevertree

Investors Chronicle

Play Episode Listen Later Mar 13, 2019 21:07


Fevertree Drinks (FEVR) has become a darling stock for Aim investors, having risen over 1500 per cent since its initial public offering in 2014. Revenues grew to match the share price and now investors wait with anticipation as the company tries to break into the lucrative US market hoping punters pick up its premium-priced tonics and mixers. But, has the share price grown too far? Are there risks with its attempts to break into the competitive US market? Or is the current share price either accurate or even at a discount compared to the potential revenue growth on offer?Listen to Investors Chronicle specialist writer Julia Faurschou and fund manager of the Merian UK Mid Cap Fund (GB00B1XG9482) Richard Watts fight it out in the latest Bull vs Bear podcast. See acast.com/privacy for privacy and opt-out information.

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How to Raise Money Podcast
#044 Crowd Funding!

How to Raise Money Podcast

Play Episode Listen Later Jan 17, 2019 55:08


Ray is going solo on this one with Nigel busy on something else. But relax as he has Frazer Fearnhead on today's show Frazer started his career as a lawyer in the music industry, where he worked for six years, before concluding that the law was not for him. He has been investing in property since 1994 and, since 2003, has helped other people invest over £140m in UK property. He sold his previous property investment consultancy Armchair Property Investor in 2007 for over £2M. Frazer is dismayed that, despite all the press coverage, millions of people have not yet started to make provision for their retirement. He passionately believes in helping those people that want to do something to build their wealth and live comfortable in their old age. The purpose of The House Crowd is to enable them to do so as quickly and safely as possible with the optimum ratio of risk and reward. In keeping with that ethos, following the financial crisis in 2008, where he saw banks unethically seize assets from property developers and other businesses, he was motivated to create a business model that enabled people to build their wealth in property without using the banks. After a great deal of research, planning and unique legal structuring he launched The House Crowd in March 2012. It was, at the time, the first property crowdfunding company in the world. Property crowdfunding is now a multi-billion-pound global industry. The House Crowd is now fully authorised and regulated by the FCA and enables people to invest in property backed investments including lucrative development finance deals with highly attractive rates of return and significant downside protection. Clients are able to invest individually, or through tax free structures such as ISAs or their pension if they choose to do so. As well as being the founding director of The House Crowd, he has written a number one Amazon best-selling book “The Alternative Guide To Property Investment” (available on Amazon) and has written numerous articles about property investment and property crowdfunding for the Investors Chronicle, City AM, RightMove, What House, Residential Property Investor, thisismoney.co.uk and other leading publications. The House Crowd is launching a new brand called Money Mog aimed at helping Millennials, in January 2019. The purpose of the brand is to provide financial education to young people and help them start investing for their future early int their life at attractive rates of interest that will enable them to reach their goals much quicker than through traditional channels. It will be available as a standard account or tax free ISA account. Website Links: www.thehousecrowd.com www.moneymog.com www.housecrowd-developments.com

Investors Chronicle
Personal Finance Show: Yield curves, equities and picking small caps

Investors Chronicle

Play Episode Listen Later Nov 30, 2018 32:27


On this week's Personal Finance Show, the team discuss how politics and central banks dominated the news agenda this week, and how bizarre comments from across the pond sent US equities higher. Investors Chronicle economist Chris Dillow and manager of the Odyssean Investment Trust Stuart Widdowson explain what the Bank of England report on Brexit really means, and what signs investors should use to decide asset allocation. Stuart talks about the impact of political uncertainty on UK equities and what this has meant as a fund manager and deputy personal finance editor, Taha Lokhandwala, and Chris discuss this week's Portfolio Clinic. See acast.com/privacy for privacy and opt-out information.

CONKERS' CORNER
54: An Exclusive Interview with Phil Oakley of Investors Chronicle

CONKERS' CORNER

Play Episode Listen Later Nov 23, 2018 63:44


exclusive investors chronicle phil oakley
Markets Talk
Markets Talk 10.11.18

Markets Talk

Play Episode Listen Later Nov 9, 2018 24:06


Mid-term relief for markets -- and a hard fork for bitcoin cash. Investors Chronicle editor John Hughman joins markets.coms Neil Wilson and host Nigel Cassidy for a canter through the big financial events of the week for investors - plus a preview of what to expect from the likes of Royal Mail, Vodafone, Dignity, McCarthy and Stone and more. Its the lively weekly financial review you can't afford to miss.

Investors Chronicle
Personal Finance Show: Goods funds, income and future themes

Investors Chronicle

Play Episode Listen Later Sep 28, 2018 29:31


Another important week for investment markets as the US Federal Reserve raised interest rates once again, and said there was plenty to more to come. In this week's Personal Finance Show, the team discuss with Chris Dillow, Investors Chronicle economist, the impact of the rate rise and which asset classes might be affected. There's also a discussion on Good Money Week, which starts on Monday and is used to promote responsible investing. Emma Agyemang, personal finance writer, gives us her take on an ethical fund, and also on a new multi-asset income fund from Jupiter. The team are joined by Rob Powell, investment strategist at iShares, who gives a fascinating explanation on thematic investing, how it can help portfolios and also what themes over the next decade investors might want to get involved in. See acast.com/privacy for privacy and opt-out information.

Investors Chronicle
Personal Finance Show: Building investment trust portfolios and the IPE resolution

Investors Chronicle

Play Episode Listen Later Jul 13, 2018 30:43


The saga engulfing the Invesco Perpetual Enhanced Income (IPE) investment trust came to an end last month following on from a dispute between the investment manager, Invesco Perpetual, and the board. Peter Hewitt, shareholder and manager of the F&C Managed Portfolio Trust range, and Emma Agyemang, personal finance writer at Investors Chronicle, talk through the episode, the final resolution, and what investors should do when corporate spats affect an investment trust's share price. Peter also discusses how he goes about building his portfolio of investment trusts, what he looks for in a fund, how he reacts to share price premiums and discounts, and why he chooses to solely use investment trusts over other collective investment funds. See acast.com/privacy for privacy and opt-out information.

trust resolutions investment personal finance portfolios peter hewitt investors chronicle invesco perpetual
FT Money Show
Navigating the care system - what you need to know before looking for a care home

FT Money Show

Play Episode Listen Later Feb 21, 2018 13:23


FT Money editor Claer Barrett talks to Rosie Carr, deputy editor of Investors Chronicle about the rising cost of care homes and how to find a suitable one for your loved ones. They discuss ways to plan ahead so you can afford the fees and perhaps leave something in your estate for your relatives. See acast.com/privacy for privacy and opt-out information.

Investors Chronicle
Bull vs Bear: Marks and Spencer

Investors Chronicle

Play Episode Listen Later Jan 23, 2018 16:08


Welcome to a new Investors Chronicle podcast series: Bull vs Bear. Following a disappointing Christmas update from high street bellwether Marks and Spencer, we put IC editor John Hughman and sectors editor Harriet Russell head to head to debate what the future looks like for the retail giant. See acast.com/privacy for privacy and opt-out information.

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Investors Chronicle
Personal Finance Show: The Santa rally and useful bonds

Investors Chronicle

Play Episode Listen Later Dec 15, 2017 19:44


On this week's show Investors Chronicle's economist Chris Dillow joins the team to consider whether you should believe in the Santa rally. They also discuss what areas of the bond markets seem worth having exposure to and the implications of a high profile fund manager departure. See acast.com/privacy for privacy and opt-out information.

CONKERS' CORNER
18: 18th CONKERS' CORNER: 11th July 2016 Conkers’ Corner speaking with Todd Wenning

CONKERS' CORNER

Play Episode Listen Later Dec 1, 2017 71:59


Welcome to the 18th CONKERS’ CORNER. In this interview I have the pleasure of speaking with Todd Wenning @ToddWenning. Todd is a CFA charterholder and a member of the CFA Society of Chicago. He is also the Author of the book “Keeping your Edge: Strategies for Growing & Protecting your Dividends”. Todd started his career as a registered Representative and then became an Equity Trader at Vanguard Group. He later moved to Virginia to work for Suntrust Asset Management where he helped to manage the portfolios of ultra-high net worth individuals. Todd then went onto work for Motley Fool as their lead analyst on Motley Fool PRO, a US-based investing service that employed long and short strategies using stocks, options and ETFs in a $1 million portfolio. Todd then moved to London where he was the the lead advisor of Motley Fool Dividend Edge, a UK-based newsletter service that recommended and purchased dividend-paying stocks in a real-money portfolio. Todd then returned to Chicago in the US to work for the global financial brand Morningstar where he worked an Equity Analyst on the SELL -side. In July 2015, Todd joined Johnson Investment Counsel as a generalist analyst on the firm’s small/mid-cap strategy, where he currently balances the demands of his work with that of a young family and writing. Todd’s most recent article was published in the UK magazine “Investors Chronicle” and you can find an excerpt of his book here: http://www.toddwenning.com/ Todd’s investing journey and discipline has enabled him to become a successful investor, analyst, researcher and Author. Listen now to gain insights into how he invests, the benefits of Dividends, compounding returns and learn from the lessons in his investing journey.

Investors Chronicle
Randgold Resources: One gold stock to rule them all?

Investors Chronicle

Play Episode Listen Later Nov 26, 2017 24:37


Randgold Resources (RRS) operates in countries most international businesses avoid, exercises no control over the price of its one product, and pays a smaller dividend than several of its peers. Despite this, it is one of the most expensive stocks in the FTSE 100.For this special podcast, Investors Chronicle reporter Alex Newman tries to uncover the allure of this gold miner, and gold investments in general. Featuring Randgold chief executive Mark Bristow, Panmure Gordon commodities and mining analyst Kieron Hodgson, and Alistair Hewitt, head of market intelligence at the World Gold Council.Produced by Alex Newman, with music from Blue Dot Sessions. See acast.com/privacy for privacy and opt-out information.

FT Money Show
Paradise lost - the future for off-shore investing

FT Money Show

Play Episode Listen Later Nov 8, 2017 21:43


In this week's FT Money show, presenter Claer Barrett speaks to Holly Mackay of Boring Money and the FT's Vanessa Houlder in the wake of the Paradise Papers, discussing the widespread nature offshore investments and collective investment vehicles. Plus Paul Lewis outlines why the Budget could bring reforms to Universal Credit, and Leonora Walters of the Investors Chronicle explains why discounts on many investment trusts are narrowing. See acast.com/privacy for privacy and opt-out information.

Investors Chronicle
Personal Finance Show: When ethical funds aren't so ethical

Investors Chronicle

Play Episode Listen Later May 12, 2017 22:07


Ethical funds might just surprise you. They can pay higher income than you'd expect and generate healthy returns. However, they might invest in stocks you're not so keen on too... This week's Personal Finance Show takes a look at when ethical funds aren't so ethical and looks at why some of them are outperforming. The team also tackles how to beat miserly interest rates by moving away from cash and into the market and also looks at why investment trust IPOs are back in fashion. Deputy personal finance editor Kate Beioley is joined by Andrew Summers, head of fund research at Investec Wealth and Emma Agyemang, Investors Chronicle personal finance writer. See acast.com/privacy for privacy and opt-out information.

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Investors Chronicle
Personal Finance Show: Tax bombshells

Investors Chronicle

Play Episode Listen Later Mar 10, 2017 20:18


In this week's show the personal team and Chris Dillow, Investors Chronicle's economist, look at how some tax changes announced in Wednesday's budget will affect savers and investors. They also look at how to pick a good equity income fund and the merits of holding shares in your employer. See acast.com/privacy for privacy and opt-out information.

personal finance bombshells investors chronicle
TipTV Business
China is too big to fail - Tip TV

TipTV Business

Play Episode Listen Later Mar 8, 2017 9:01


“China is too big to fail”, says Tip TV’s Zak Mir, while discussing commentary from Investors Chronicle on whopping jump in Chinese imports in February. He adds further, “we don’t want China to fail as it would have disastrous knock-on effects on the world economy”. Presenter Jenny Hammond and Zak Mir also shed light on Softbank’s decision sell part of the newly acquired British chip maker Arm to its Saudi-backed investment fund. Also discussed in the segment is - Trade idea, Oanda forex market sentiment, Gold & S&P500 view technical view from Investors Intelligence/Coe report and Broker Recommendations. Will HSBC drop as suggested by the bearish price-RSI divergence on the weekly chart? - Watch Mir discuss the outlook for HSBC. #UK, #equities, #indices, #stocks, #China, #economy, #trading, #technicals,# fundamentals, #macro, #forex, #commodities

Investors Chronicle
Personal Finance Show 2 December 2016

Investors Chronicle

Play Episode Listen Later Dec 2, 2016 25:13


The team and Investors Chronicle economist Chris Dillow look at how markets have reacted over the past few weeks following the election of Donald Trump, and what they might do going forward. They also consider what a realistic annual return for an investor might be and how useful risk statistics are when choosing a fund. See acast.com/privacy for privacy and opt-out information.

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Investors Chronicle
Personal Finance Show 4 November 2016

Investors Chronicle

Play Episode Listen Later Nov 4, 2016 31:33


This week the team is joined by Ed Smith, asset allocation strategist at Rathbones. They discuss the return of inflation, bond proxy worries and what a Trump presidency could mean for the world and your investments. Kate Beioley, deputy personal finance editor at Investors Chronicle talks to personal finance writer Emma Agyemang about HICL Infrastructure’s search for new assets and Emma talks about the state of the property market and TR Property’s premium. The team also looks at this month’s markets. Gilts yields, inflation and banking stocks are all on the up, what does that mean for the funds you hold? And Ed Smith also talks through Trump’s trade tactics and macro-economics and explains how protectionist policies could hurt equities. See acast.com/privacy for privacy and opt-out information.

Investors Chronicle
Property podcast: Buy-to-let special

Investors Chronicle

Play Episode Listen Later Oct 31, 2016 7:31


Jonas Crosland, property correspondent at the Investors Chronicle, speaks to buy-to-let expert David Lawrenson on the private rental sector, and highly controversial plans to phase out mortgage interest rate relief on second homes, coming on top of the introduction of higher stamp duty charges. See acast.com/privacy for privacy and opt-out information.

Investors Chronicle
The Extraction Podcast: Anglo Pacific Group

Investors Chronicle

Play Episode Listen Later Sep 20, 2016 12:53


Anglo Pacific (APF) is unlike most commodity groups listed in London. It has just a handful of employees, based in a small office in Mayfair, and doesn’t actually mine any of the goods it makes its money from. That’s because it is a mining royalty company, collecting income streams from the likes of Rio Tinto and Whitehaven Coal. In the first in a free new podcast series from Investors Chronicle, Alex Newman speaks with Anglo’s chief executive, Julian Treger, about the outlook for commodities including coal and uranium, and what it’s like to rely on the production plans of other companies. See acast.com/privacy for privacy and opt-out information.

extraction anglo mayfair rio tinto alex newman pacific group investors chronicle
Investors Chronicle
Investors Chronicle personal finance show 24 August 2016

Investors Chronicle

Play Episode Listen Later Aug 26, 2016 17:22


In this week's personal finance podcast the team discuss how to prepare for early retirement with James Norringtion, specialist writer at Investors Chronicle. Personal finance writer Emma Agyemang also explains why investment trusts are not necessarily the cheapest option, and deputy personal finance editor Kate Beioley sets out what you need to know about consolidating pensions. See acast.com/privacy for privacy and opt-out information.

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Investors Chronicle
Personal Finance Show 11 March 2016

Investors Chronicle

Play Episode Listen Later Mar 11, 2016 23:19


Personal finance editor Leonora Walters, deputy personal finance editor Kate Beioley and personal finance writer Emma Agyemang discuss the range of options for buying shares, whether to buy a gold ETF and investing in Aim shares. They are joined by the Investors Chronicle's resident economist Chris Dillow. See acast.com/privacy for privacy and opt-out information.

Investors Chronicle
Companies & Markets Show 4 September 2015

Investors Chronicle

Play Episode Listen Later Sep 3, 2015 28:45


Investors Chronicle's writers discuss the latest market gyrations, China's clampdown, takeover talk and demand for gambling stocks See acast.com/privacy for privacy and opt-out information.

china companies markets investors chronicle
Investors Chronicle
Companies & Markets Show 14 Aug 2015

Investors Chronicle

Play Episode Listen Later Aug 13, 2015 41:00


In this week's show Investors Chronicle editor John Hughman and the companies team discuss China's surprise currency devaluation, a not-so-surprising merger in the life assurance sector, and the companies fighting cancer. See acast.com/privacy for privacy and opt-out information.

china companies markets investors chronicle
Investors Chronicle
Companies & Markets Show 7 August 2015

Investors Chronicle

Play Episode Listen Later Aug 6, 2015 37:29


Companies & Markets Show 7 August 2015 by Investors Chronicle See acast.com/privacy for privacy and opt-out information.

companies markets investors chronicle
Investors Chronicle
Companies & Markets Show 31 July 2015

Investors Chronicle

Play Episode Listen Later Jul 31, 2015 29:06


Companies & Markets Show 31 July 2015 by Investors Chronicle See acast.com/privacy for privacy and opt-out information.

companies markets investors chronicle
Investors Chronicle
Companies & Markets Show 26 June 2015

Investors Chronicle

Play Episode Listen Later Jun 26, 2015 42:07


Companies & Markets Show 26 June 2015 by Investors Chronicle See acast.com/privacy for privacy and opt-out information.

companies markets investors chronicle
London Fintech Podcast
LFP028 – Alternative Finance as an Asset Class with David Stevenson Journalist and Head of the AltFi Empire

London Fintech Podcast

Play Episode Listen Later Jun 11, 2015 40:05


David Stevenson is a journalist extraordinaire and writes for a number of leading publications including the Adventurous Investor Column in the FT, the Investors Chronicle, Money Management and Investment Week, where he's the contrarian columnist.  He also runs the AltFi empire that spans conferences, news and as we heard in LFP010 with Rupert Taylor, AltFi Data. He has also authored a number of books on investment including three for the FT as well as having extensive interests in the visual media world. David joins us on the show to talk about why it matters that Alternative Finance becomes viewed as an asset class in its own right - a subject that draws together his long-term role as an investment commentator as well as lynchpin of the London Alternative Finance scene. I must say that I thought that this hypothesis about being an asset class was rather a linguistic point. However, having discussed it with David, I can see the importance of it being so and I hope you will be persuaded too. Topics discussed include: - David's career journey to where he is today - his long-standing interest in alternative investments as a whole and how that informs his views on the latest incarnation of alt. investment - Alternative Finance - why Asset Management Fintech is a very small sector (can you think of any firm other than Nutmeg?) - the role of (a) Exchange Traded Funds, (b) the likes of Charles Schwab who sell these for no fees, in this phenomenon - what it takes to make an "asset class" - the example in this context of how the gold investment market has evolved - asset classes requiring fungibility, liquidity, transferability, secondary markets, transparency, sufficient flow/volume, durability of counterparties/originators - how Alternative Finance has been mutating from a series of isolated products into an asset class (cf the debate around the AltFin ISA in this context) - Alternative Finance as part of a much broader "Alternative Credit" asset class - why institutions can help the private investor's interests and what is required for that to happen rather than the opposite - whether the exponential asset growth will turn out as having come from reduced quality - Risk in Alternative Finance (see eg my articles for AltFi News on Lender Risk in Alternative Finance or Risk Debt in P2P) - "IPO envy" - IPOs as a rite of passage for the industry; the role of being a public company in forcing transparency upon the industry (more important in Equity Crowdfunding) - our joint view of the scandalous state of lack of data around Equity Crowdfunding - most don't even publish how many funds they have raised or what percentage of listings have been successful - where standards of transparency might come from (or not...) - is innovation continuous or episodic? - the importance of ISAs in shaping the sectors evolution as an asset class in its own right and the mentality that it will become part of a "normal" investment portfolio in general - David's launching of the Journal of Disruptive Finance an academic quality journal to examine the Alternative Finance from a rigorous perspective. Eg what the real impact on the economy is, how disruption works and much more. It will cover "peer-lending, marketplace lending, crowdfunding, equity crowdfinancing, SME finance, fintech, cryptocurrencies, online finance generally including next generation asset management models online as well as strategy and business models prevalent within these fast emerging industries" - AltFi's new venture - AltFi Investor - a site dedicated to filling the information gap for investors (platforms having concentrated more on the asset origination side)   All this and much more :-) Enjoy!    

Investors Chronicle
Personal Finance Show 29 May 2015

Investors Chronicle

Play Episode Listen Later May 29, 2015 24:04


The Investors Chronicle personal finance team and guests discuss the latest news in the personal finance world See acast.com/privacy for privacy and opt-out information.

personal finance investors chronicle
Investors Chronicle
Personal Finance Show 22 May 2015

Investors Chronicle

Play Episode Listen Later May 22, 2015 36:17


Personal Finance Show 22 May 2015 by Investors Chronicle See acast.com/privacy for privacy and opt-out information.

personal finance investors chronicle
Investors Chronicle
Investors Chronicle Companies & Markets Show 20 Feb 2015

Investors Chronicle

Play Episode Listen Later Feb 20, 2015 38:09


It's the IC's pre-Oscar party podcast as we take a look at what profit can be taken from the silver screen. See acast.com/privacy for privacy and opt-out information.

companies markets ic investors chronicle
Investors Chronicle
Investors Chronicle Companies & Markets Show 13 Feb 2015

Investors Chronicle

Play Episode Listen Later Feb 12, 2015 36:38


Sky's the limit for the Premier League, and we look at the way companies behave. Listen to this week's IC Companies & Markets Show. See acast.com/privacy for privacy and opt-out information.

Investors Chronicle
Investors Chronicle Companies & Markets Show 6 Feb 2015

Investors Chronicle

Play Episode Listen Later Feb 5, 2015 34:52


Greece is the word and the commodities slump ripples out. Plus Simon Thompson talks about his bargain shares for 2015. It's the IC Companies & Markets Show. See acast.com/privacy for privacy and opt-out information.

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Investors Chronicle
Investors Chronicle Companies & Markets Show 30 Jan 2015

Investors Chronicle

Play Episode Listen Later Jan 30, 2015 36:42


As Apple reports juicy returns, is Shell beginning to crack? Plus a look at our guide to the FTSE 350. It's the IC Companies & Markets Show. See acast.com/privacy for privacy and opt-out information.

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Investors Chronicle
Investors Chronicle Companies & Markets Show 23 Jan 2015

Investors Chronicle

Play Episode Listen Later Jan 23, 2015 36:38


The ECB's bazooka, the Swiss cut their losses and why football is offside for investors. It's this week's podcast with the IC team. See acast.com/privacy for privacy and opt-out information.

Investors Chronicle
Investors Chronicle Companies & Markets Show 16 Jan 2015

Investors Chronicle

Play Episode Listen Later Jan 16, 2015 33:21


Morrisons' Dalton Philips passes his sell-by date, it might be game over for Game Digital and we take a look at the secrets of the investment masters. It's this week's IC podcast. See acast.com/privacy for privacy and opt-out information.

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Investors Chronicle
Investors Chronicle Companies & Markets Show 9 Jan 2015

Investors Chronicle

Play Episode Listen Later Jan 8, 2015 43:23


Supermarkets weep, what's going on in Greece and our Tips of the Year. It's this week's IC podcast. See acast.com/privacy for privacy and opt-out information.

Investors Chronicle
Investors Chronicle Companies & Markets Show 19 Dec 2014

Investors Chronicle

Play Episode Listen Later Dec 19, 2014 30:26


The IC team rounds up a turbulent year on the markets, and looks ahead to what lies in store in 2015. Merry Christmas! See acast.com/privacy for privacy and opt-out information.

Investors Chronicle
Investors Chronicle Companies & Markets Show 12 Dec 2014

Investors Chronicle

Play Episode Listen Later Dec 11, 2014 38:21


Investors Chronicle Companies & Markets Show 12 Dec 2014 by Investors Chronicle See acast.com/privacy for privacy and opt-out information.

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FT Money Show
What has the Investors Chronicle learned from 150 years of writing about shares?

FT Money Show

Play Episode Listen Later Sep 15, 2010 19:27


Why are high street banks so keen to talk about investment bonds? Can property buyers think about new-build again? Plus the IC at 150. See acast.com/privacy for privacy and opt-out information.

FT Money Show
FT Money show, 22 June 2007

FT Money Show

Play Episode Listen Later Jun 21, 2007 16:56


Matthew Vincent, editor of Investors Chronicle, presents the long and short of long-short funds. Can investing in climate change make a difference to the planet and your pocket? And how giving up smoking can cut the cost of your insurance. See acast.com/privacy for privacy and opt-out information.

FT Money Show
FT Money show, 15 June 2007

FT Money Show

Play Episode Listen Later Jun 14, 2007 14:49


Robert Budden, the FT's personal finance editor, and Matthew Vincent, edior of Investors Chronicle on whether bonds now are a good buy; Do 100 per cent mortgages make sense; The Zopa lending model unravelled. See acast.com/privacy for privacy and opt-out information.