Investors’ Chronicle
- Episodios
- 1.191
- Se publica
- varias veces por semana
- Último episodio
- 13 Nov 2026
Sobre el podcast
Looking to stay informed in the world of investing? Investors' Chronicle dives into the key trends shaping today’s markets and unpacks what they mean for your investments. Featuring exclusive interviews with professional investors - whether fund managers or leading financial experts - our mission is to help you make smarter investment decisions.
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Our award-winning expert writers research hundreds of companies and funds suitable for all risk appetites, to provide clear, independent recommendations for individual investors who want to make their money grow and outline how to make the most of different types of investment vehicles at all stages of your life.
Whether you invest in funds or enjoy managing your own portfolio of individual shares, or a mix of both, we offer an unrivalled package of investment ideas, analysis and research, and lots more, to help you build a secure financial future.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
Episodios 1.191
Nvidia’s scandal, Vodafone and Labour’s new pension rules: Companies and Markets Show
This week, the show begins by looking across the pond at the crisis enveloping what was until recently the world’s largest company, chipmaker Nvidia. Chief executive Jensen Huang has been ousted over alleged …
Notas del episodio
This week, the show begins by looking across the pond at the crisis enveloping what was until recently the world’s largest company, chipmaker Nvidia.
Chief executive Jensen Huang has been ousted over alleged affairs with a suspected Chinese spy and an employee, with the share price slumping in response. Dan Jones chats to Julian Hofmann about what this means for the company’s future and the AI boom in general.
We then turn to a topic that’s caused a stir here in the UK – Labour’s new ‘guided retirement’ pension proposals. Holly McKechnie tells us what these changes mean for retirees, and why choice remains an option for investors.
To finish, we run the rule over Vodafone’s half-year results. The reshaped telecoms business has seen its share price almost double since the start of 2025, but there are still plenty of problems to tackle. Valeria Martinez has the details.
Timestamps
00:00 Intro
01:02 Nvidia's scandal
09:05 Labour's new pension plan
18:56 Is Vodafone still worth buying?
Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
Meeting with Victrex's CEO: Lee & The IC
Alex Newman and Lord Lee of Trafford are back to delve into the investment case for FTSE 250 manufacturer Victrex (VCT), a manufacturer of ultra-high-performance polymers used in applications ranging from …
Notas del episodio
Alex Newman and Lord Lee of Trafford are back to delve into the investment case for FTSE 250 manufacturer Victrex (VCT), a manufacturer of ultra-high-performance polymers used in applications ranging from airframes to medical implants.
Joining them is the group’s chief executive Dr James Routh, who took over this year after eight years leading AB Dynamics. They dive into Routh’s background, his strategy for Victrex, as well as the opportunities and risks facing the company. The episode also looks at the latest changes to John’s portfolio.
Let us know your thoughts, or if you have any questions or any suggestions for future guests, by emailing [email protected]
Timestamps
01:56 What does Victrex specialise in?
08:37 Victrex’s turnaround strategy
17:53 Why did it cut its dividend?
25:08 New opportunities
38:44 Lord Lee’s portfolio update
Listen to more podcasts from Investors’ Chronicle by clicking here or heading to Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
Midterms vs markets, what’s next for Primark and infrastructure: Companies and Markets Show
This week’s episode begins with the sweeping Democratic gains in the US midterm elections, with voters delivering a harsh verdict on President Donald Trump and his Republican Party.But what does the tsunami of …
Notas del episodio
This week’s episode begins with the sweeping Democratic gains in the US midterm elections, with voters delivering a harsh verdict on President Donald Trump and his Republican Party.
But what does the tsunami of blue mean for markets? Alpha editor James Norrington is in the studio to look at the dollar, US Treasuries, gold and what comes next for investors.
Company results season is warming up with several big names reporting in recent days. Erin Withey has the details on Associated British Foods (ABF) after its share price struggled, led by a drag from sugar and its Primark clothing arm.
Finally, we turn to our Big Read and explain how to take advantage of the infrastructure opportunity. Val Cipriani helps investors understand this broad asset class and offers answers to the all-important question of which stocks and funds to buy.
Timestamps:
00:00 Introduction
01:18 Midterms vs markets
05:53 ABF
12:28 How to invest in the infrastructure opportunity
Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
The admin of money – and how you can make it easier
Very few people enjoy admin, especially when it comes to money. And for women, who already take on the bulk of the ‘mental load’ of managing other aspects of family life, financial planning can feel especially …
Notas del episodio
Very few people enjoy admin, especially when it comes to money. And for women, who already take on the bulk of the ‘mental load’ of managing other aspects of family life, financial planning can feel especially daunting.
After a short hiatus, funds editor Val Cipriani and personal finance editor Holly McKechnie are back in the studio to dive into why managing our finances becomes such a challenge and how to make space for it in a busy life.
Val and Holly get into the nitty-gritty of what the mental load actually is, the scale of the problem, and how it can affect your financial planning. The pair offer solutions to balancing life and finances, as well as exploring how to navigate the tricky topic of money in relationships.
Women and Wealth is a monthly podcast from Investors’ Chronicle. You can listen to and watch episodes of Women & Wealth, alongside our other podcasts, on ACast, Apple, Spotify or YouTube
Timestamps
00:00 Introduction
01:19 What is the mental load
06:22 How the mental load can affect your financial planning
09:58 Tips to make money admin easier
13:09 Why pensions and wills are often neglected
20:39 Managing money as a couple
If you have any questions you’d like Val and Holly to answer, email [email protected] or [email protected]
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
What the Budget means for your money & Anthropic’s IPO: Companies and Markets Show
This week, we break down the biggest stories in what has been an especially busy week for companies and markets news, starting with AI giant Anthropic firing the starting gun on its imminent IPO plans.Our tech …
Notas del episodio
This week, we break down the biggest stories in what has been an especially busy week for companies and markets news, starting with AI giant Anthropic firing the starting gun on its imminent IPO plans.
Our tech reporter Arthur Sants dives into everything you need to know about the Claude owner’s stock exchange filing, including its rapid growth and major financial obligations, as well as whether the company represents a good investment, a risk to humanity, or both.
We then turn to the Burnham government’s first Budget, revealed yesterday by chancellor John Healey. Our personal finance editor Holly McKechnie explains how the important announcements will affect you and your money, taking in Isa changes, tax increases and more.
The episode wraps up with a focus on UK banks, after Healey announced that the sector would be subject to higher taxes, albeit not quite as high as some had thought. Chris Akers talks through the implications, as well as taking a look at third-quarter updates released this week from Lloyds, Barclays and HSBC.
00:00 Intro
01:11 Anthropic IPO
16:49 What does the Budget mean for your money
27:02 UK banks
Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
‘We’re investing in AI the cheaper way’: 3i Infrastructure’s James Dawes
Infrastructure lies at the very heart of the AI opportunity. There is no Claude or ChatGPT without data centres or power. But how can investors avoid overpaying for such prized assets?3i Infrastructure (3IN) is …
Notas del episodio
Infrastructure lies at the very heart of the AI opportunity. There is no Claude or ChatGPT without data centres or power. But how can investors avoid overpaying for such prized assets?
3i Infrastructure (3IN) is a £4.2bn trust that invests in physical assets that combine income and growth, taking advantage of trends such as digitisation, the energy transition and demographic changes.
Its chief financial officer James Dawes and the IC’s funds editor Val Cipriani sit down to discuss the trust’s new data centre investments, opportunities and risks across the sector and how to apply a private equity mindset to infrastructure.
Timestamps
00:47 3i Infrastructure’s investment strategy
08:00 Megatrends driving investment
14:45 How rising interest rates and inflation affect infrastructure investments
18:12 Investing in a Norwegian data centre
36:12 What's going on with DNSnet now?
You can listen to the interview, alongside all of our other podcasts, on ACast, Apple, Spotify or YouTube.
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
Are the biggest Aim stocks also the best: Companies and Markets Show
This week, we return to our ultimate guide to Britain’s junior market, as we mark the release of Part Two of our Aim 100 Special Report. We kick off with medical technology business Niox, which has just …
Notas del episodio
This week, we return to our ultimate guide to Britain’s junior market, as we mark the release of Part Two of our Aim 100 Special Report.
We kick off with medical technology business Niox, which has just completed that relatively rare thing: a tender offer to shareholders. Julian Hofmann investigates whether the company is a safe haven in a volatile sector.
We then cast our ears to a stock that’s been an incredible rollercoaster ride in 2026: hydrogen electrolyser manufacturer ITM Power, whose shares soared and then came back down to earth again. Mike Fahy weighs up whether its commercial prospects square up with its still-lofty valuation.
Finally, Valeria Martinez considers data and information management business Restore. Valeria finds out if its turnaround plan is now bearing fruit.
Timestamps:00:00 Intro
00:56 Niox
08:37 ITM Power
18:34 Restore
Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
Profiting from warnings, asset managers and Johnson & Johnson: Companies and Markets Show
Third-quarter earnings season (Q3) is under way and it’s taking place amid some renewed wobbles for AI and chip stocks.With this in mind, this week’s show considers two companies that could be construed as …
Notas del episodio
Third-quarter earnings season (Q3) is under way and it’s taking place amid some renewed wobbles for AI and chip stocks.
With this in mind, this week’s show considers two companies that could be construed as defensive. First, we turn to emerging market-focused asset manager Ashmore – while not the most obvious port in a storm, its focus on debt rather than stocks means it offers resilience. Mark Robinson explains its recent trading update.
We then look at healthcare giant Johnson & Johnson, perhaps less of a defensive staple than it once was following the spin-off of its consumer division, but still a potential haven nonetheless. Julian Hofmann has the details and explores why, after a good year so far, its Q3 figures were not well received.
Julian also dives into this week’s Big Read: How to profit from profit warnings. He talks through recent trends, market reactions and what it all means for the wider economy.
Timestamps:
00:00 Intro
01:02 Ashmore
10:16 Profiting from profit warnings
23:14 Johnson & Johnson
Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
The best Aim stocks and safe investment trusts: Companies and Markets show
This week’s episode marks the publication of the first half of our annual Aim 100 special report – our review of the biggest companies trading on London’s junior market.While Aim has had its share of issues in …
Notas del episodio
This week’s episode marks the publication of the first half of our annual Aim 100 special report – our review of the biggest companies trading on London’s junior market.
While Aim has had its share of issues in recent years, there are still plenty of stocks worth investors’ attention. The episode kicks off with one business that has had some problems of its own, including US budget cuts: equipment maker Judges Scientific. Julian Hofmann weighs up whether it can make a comeback.
We also dig into rare earths business Mkango Magnetic Materials, which combines exploration and recycling projects and has several global ventures to keep tabs on. Mark Robinson explains what’s going on with the company.
For those who are more risk-averse or looking to add a bit of balance to their holdings, we examine the state of play for wealth-preservation trusts: the trio of funds that often act as countercyclical portfolio picks. Holly McKechnie has the details on Ruffer, Personal Assets and Capital Gearing.
Timestamps:
00:00 Intro
01:11 Judges Scientific
10:59 'Safe' funds
20:06 Mkango Magnetic Materials
Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
Future-proofing portfolios, a new Help to Buy and takeovers: Companies and Markets show
This week’s episode begins by looking into Labour’s new ‘Your First Home’ scheme, a replacement for the controversial Help to Buy programme. Announced by Prime Minister Andy Burnham, it is designed to give more …
Notas del episodio
This week’s episode begins by looking into Labour’s new ‘Your First Home’ scheme, a replacement for the controversial Help to Buy programme. Announced by Prime Minister Andy Burnham, it is designed to give more people a chance of buying their first property. But what does it actually entail? And will it succeed, or will it just prop up the housing market and housebuilders like its predecessor? Hugh Moorhead discusses the potential beneficiaries.
We then cast our ears to another bid for a UK-listed company: materials specialist RHI Magnesita’s attempt to acquire rival Vesuvius. Mike Fahy outlines what the takeover will look like and whether it’s likely to succeed.
We wrap up with our Big Read of the week on what history teaches us about investing. James Norrington explains why we need to look further than the recent past. From the 17th century to the pandemic, James discusses rising debt levels, trade wars and much more.
Timestamps
00:00 Intro
01:05 'Your First Home' scheme
11:35 Bid for Vesuvius
22:07 Future-proofing portfolios
Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
Meeting Pebble Beach's CEO: Lee & The IC
Lord John Lee and Alex Newman are back on the mics to get into the nitty-gritty of small-cap stocks, looking at software provider Pebble Beach Systems (PEB).With a market capitalisation of £38mn, the company is …
Notas del episodio
Lord John Lee and Alex Newman are back on the mics to get into the nitty-gritty of small-cap stocks, looking at software provider Pebble Beach Systems (PEB).
With a market capitalisation of £38mn, the company is a bright spot in Lord Lee’s portfolio and specialises in ‘playout’ automation and solutions for broadcasters and streamers.
The duo are in the studio with the Aim stock’s chief executive Peter Mayhead to discuss how Pebble benefits services both traditional broadcasters and increasingly streamers. They also explore the group’s competitive advantage, its balance sheet turnaround and a potential dividend.
Elsewhere, the podcast looks at tumultuous market conditions, what this means for Lord Lee’s portfolio and how he plans to ride out the volatility.
Time stamps
01:01 The markets
04:47 Inside Pebble Beach
20:22 Pebble’s turnaround
36:41 What’s behind the growth
42:42 Lord Lee’s portfolio updates
Let us know your thoughts, or if you have any questions or any suggestions for future guests, by emailing [email protected]
Listen to more podcasts from Investors’ Chronicle by clicking here or heading to Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
British AI winners, prize draws and perfect pensions: Companies and Markets Show
This week’s episode kicks off with the latest batch of London-listed AI players. Up first are the IT resellers who are reaping the rewards of the boom; we discuss Computacenter and Softcat, the latter of which …
Notas del episodio
This week’s episode kicks off with the latest batch of London-listed AI players. Up first are the IT resellers who are reaping the rewards of the boom; we discuss Computacenter and Softcat, the latter of which tapped investors for several hundred million pounds last week.
On the other side of the ledger, there has been a fresh sell-off for the likes of Rightmove after Meta released its AI agent, Muse. But the question is: have these ups and downs gone too far? Our technology reporter Arthur Sants discusses the prospects for resellers, Meta, and online marketplaces.
We then cast our ears to the burgeoning business of prize draws, be it high-profile ‘win your dream home’ competitions or all manner of niche prizes. Is this a new UK national obsession? Which companies are trying to muscle in on the sector? And what does all this say about our saving habits? Erin Withey has the answers.
The show wraps up with a look at our pensions special report: all you need to know about using a personal pension, how to invest it and how to plan the perfect retirement, in one helpful guide. Helen Kirrane explains when to use a pension versus an Isa and outlines some quirks to watch out for.
Timestamps:
00:00 Intro
1:09 AI winners
18:47 British prize draw boom
31:30 Planning your pension: Our special report
Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
'Pessimists sound smart, but optimists make money'— Richard Clode on AI, risk and finding growth
The Bankers Investment Trust is a global stock market fund with around £1.5bn in assets.It’s an exciting time for the trust as it says goodbye to longstanding manager Alex Crooke. Richard Clode, who joined as …
Notas del episodio
The Bankers Investment Trust is a global stock market fund with around £1.5bn in assets.
It’s an exciting time for the trust as it says goodbye to longstanding manager Alex Crooke. Richard Clode, who joined as co-manager last year, is taking over.
Funds editor Val Cipriani sits down with Clode to discuss what the switch-up means for the portfolio and what being a quality investor means to him.
The duo also explores how Clode balances stockpicking with geopolitics, his attitude to risk management, and where he is finding new opportunities.
You can listen to the interview, alongside all of our other podcasts, on ACast, Apple, Spotify or YouTube.
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
McBride, Supermarket Income Reit and AI threats
This week’s episode looks at two companies making a series of deals and partnerships in a bid to buck the troubling trends in their respective sectors. We begin with consumer staples company McBride, whose …
Notas del episodio
This week’s episode looks at two companies making a series of deals and partnerships in a bid to buck the troubling trends in their respective sectors.
We begin with consumer staples company McBride, whose shares have been buoyant in recent weeks as the cleaning products manufacturer, known for brands such as Oven Pride, expands its horizons. Mark Robinson is in the studio to discuss the details.
Hugh Moorhead then joins the conversation to look at the dealmaking plans at Supermarket Income Reit, seen by investors as a rare bright spot in the property sector at the moment.
The show wraps up with an existential question that has been hitting headlines over the past week: Is AI going to destroy the world? Mark is back to give his view on whether the hype and hysteria have got out of hand.
Timestamps
00:00 Intro
00:52 McBride
12:24 Supermarket Income Reit
20:26 Has the AI hysteria got out of hand?
Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
Back to basics: How to build a portfolio
Figuring out which funds to buy is overwhelming for even the most experienced investors – but as a beginner, it’s important to understand your options so you can make the right decisions. Funds editor Val …
Notas del episodio
Figuring out which funds to buy is overwhelming for even the most experienced investors – but as a beginner, it’s important to understand your options so you can make the right decisions. Funds editor Val Cipriani is in the studio with personal finance editor Holly McKechnie to break down the process.
First, the duo explains what a fund is, the three main types, and why they are a good option to kick-start your investment journey. Val then dives into the difference between stocks and bonds, while also helping you to understand risk tolerance and how to figure out what kind of investor you are or want to be.
Before rounding off, Val gets into the nitty-gritty of portfolio-building best practices. From keeping it manageable to controlling your costs, Val and Holly have you covered.
If you want to get started, you can check out our Top 50 funds here.
Timestamps00:00 Intro
00:45 Why a fund is a good option for beginner investors
04:32 The different types of funds
13:30 How to build a portfolio and decide your asset allocation
17:36 Understanding active funds
Listen to episodes of Women & Wealth by clicking here or on ACast, Apple, Spotify or YouTube.
If you have any questions you’d like the duo to answer, email [email protected] or [email protected]
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
Semiconductor stocks, our Top 50 Funds and Mortgage Advice Bureau: Companies and Markets Show
Even as uncertainty reins in the markets, 2026 has been another bumper year for returns. But, as ever, that does hide plenty of dispersion below the surface; with that in mind, this week’s show looks at two …
Notas del episodio
Even as uncertainty reins in the markets, 2026 has been another bumper year for returns. But, as ever, that does hide plenty of dispersion below the surface; with that in mind, this week’s show looks at two stocks at opposite ends of the scale.
One is up over 800 per cent in the year to date – that’s semiconductor manufacturer IQE, which reported interim results on Monday. Michael Fahy is in the studio to dive into the details and ask whether its run can continue.
At the other end of the spectrum is Mortgage Advice Bureau, which fell 20 per cent on Wednesday after lowering full-year guidance. Julian Hofmann asks whether there’s any light at the end of the tunnel after it departed from Aim, and will also run the rule over the thus-far better-performing Property Franchise Group.
In between, we turn to our Top 50 Funds of 2026. Val Cipriani and her expert panel have compiled our annual rundown of 50 active funds we think may be suitable for a range of investors. Val talks through our picks.
Timestamps:00:00 Intro
01.14 IQE
14:19 Top 50 Funds
26:17 Mortgage Advice Bureau
Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
Our favourite ETFs, toxic stocks to avoid and industrials: Companies and Markets show
This week’s show begins with a look at Meta after the social media giant had to fork out $18bn following accusations that its products are deliberately addictive for younger people. Valeria Martinez is in the …
Notas del episodio
This week’s show begins with a look at Meta after the social media giant had to fork out $18bn following accusations that its products are deliberately addictive for younger people. Valeria Martinez is in the studio to discuss whether big tech and other sectors are now the new ‘sin stocks’ and whether the companies which are so irresistible to consumers are toxic for investors.
We then discuss our annual Top 50 ETFs best-buy list, released earlier this summer. Val Cipriani talks us through how it was compiled, some of the changes, and what investors should consider when buying tracker funds.
Finally, we look at building materials supplier Grafton, which released half-year results on Thursday morning. Mark Robinson weighs up whether its UK struggles are being offset by better business in the rest of Europe and its home market of Ireland, and what this means for the investment case.
Timestamps:00:00 Intro
01:09 Top 50 ETFs
12:34 A new age of 'Sin stocks'
27:10 Grafton's results
Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
Protecting your pension, UK industrials and Nvidia: Companies and Markets Show
First, we cast our ears to British industrial stocks and ask whether they are being picked off too cheaply. Michael Fahy dives into why manufacturers are significantly more undervalued than their US …
Notas del episodio
First, we cast our ears to British industrial stocks and ask whether they are being picked off too cheaply. Michael Fahy dives into why manufacturers are significantly more undervalued than their US counterparts and discusses the sector’s acquisitions in recent years.
We then turn to what is arguably our most important savings pot: the pension. You may have saved diligently and kept a close eye on your investments, but unexpected problems can still arise. From a later-life divorce or a stock market slump, plenty can throw retirement into jeopardy. But fret not, Holly McKechnie is in the studio to talk through the most common threats – and how to avoid them.
Finally, we look at Nvidia and its keenly anticipated earnings update. To investors’ joy, it delivered on all fronts and revenue at the world’s largest company more than doubled, smashing Wall Street’s expectations. Arthur Sants explains the latest figures and its new circular financing strategy, which is raising a lot of eyebrows (more on that here).
Timestamps
00:00 Intro
03:32 Are UK industrials being picked off too cheaply?
19:95 Common risks to your pension – and how to avoid them
20:36 Nvidia's promising figures and new financing strategy
Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
How to invest under Andy Burnham: Lee and the IC
After a summer hiatus, Alex Newman and Lord Lee are back in the studio, and the duo have a lot to catch up on. The UK has seen a change of prime minister, record-breaking heat and plenty of action in stock …
Notas del episodio
After a summer hiatus, Alex Newman and Lord Lee are back in the studio, and the duo have a lot to catch up on. The UK has seen a change of prime minister, record-breaking heat and plenty of action in stock markets.
First, the pair turn to Britain’s new government. While Andy Burnham and John Healey have revealed very little about their fiscal plans, Lord Lee gives his thoughts, including how to encourage the country’s sleepy retail investor base.
The episode then moves to listener questions, John’s approach to stockpicking and the latest buys, sells and changes in his own portfolio. Highlights include Primary Health Properties’ lofty yield and why he believes investing is an “art rather than a science”.
Timestamps00:00 Intro
01:08 Lord Lee's thoughts on Burnham's Britain
10:18 A look into John's portfolio: Buys and sells
21:09 Jet2, PZ Cussons, Christie Group and more
33:26 Goodwin, income stocks and takeover opportunities
Let us know your thoughts, or if you have any questions or any suggestions for future guests, by emailing [email protected]
Listen to more podcasts from Investors’ Chronicle by clicking here or heading to Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
JD Sports, Pershing Square’s overhaul and Oxford Nanopore:Companies and Markets Show
Up first this week is self-labelled ‘King of Trainers’ JD Sports, whose shares took a 15 per cent tumble on Thursday morning. The FTSE 100 retailer has blamed much of the slump on delayed back-to-school …
Notas del episodio
Up first this week is self-labelled ‘King of Trainers’ JD Sports, whose shares took a 15 per cent tumble on Thursday morning. The FTSE 100 retailer has blamed much of the slump on delayed back-to-school spending and a rising cost of living. Erin Withey explains what’s going on.
Next we turn to what has become a trend of the past few months: star fund managers overhauling portfolios. Bill Ackman of Pershing Square has joined the party in trying to stop disappointing returns, but when your portfolio only has around 12 stocks, and you change 11 of them, it’s going to have some significant repercussions. Val Cipriani is in the studio to discuss whether the shake-up is for the better or whether investors should be worried.
Finally, we look at Oxford Nanopore; initial excitement after its IPO has waned, and the testing company has struggled as its biggest segment, its research arm, has lagged. Julian Hofmann dives into its management’s plans to switch up its strategy and what this means for shareholders.
Timestamps:00:00 Intro
3:59 JD Sports
10:57 Pershing Square
20:08 Oxford Nanopore
Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
Legal & General, infrastructure stocks and GSK: Companies and Markets Show
After an avalanche of earnings updates, we turn to our annual Income Majors special report and dive into two prominent FTSE 100 dividend stocks. First up is insurer Legal & General; pressure has been mounting …
Notas del episodio
After an avalanche of earnings updates, we turn to our annual Income Majors special report and dive into two prominent FTSE 100 dividend stocks. First up is insurer Legal & General; pressure has been mounting on the company as it grapples with a more competitive pensions market. Christopher Akers explains the CEO’s buyback plan, its yield and what it means for investors.
We then move to GSK, once known as GlaxoSmithKline, which faces a tricky balancing act between dividends and developing new drugs. The pharma giant has been spending heavily on R&D – a staggering £18bn this year alone to build its oncology pipeline. Julian Hofmann has the details.
Finally, we cast our ears to Hill & Smith’s growth across the pond. The steel products company now generates two-thirds of its revenue from the US and has even switched its currency from sterling to dollars. Michael Fahy discusses what’s going on at the growing business.
Timestamps:
00:00 Intro
03:22 Legal & General
10:42 GSK
18:57 Hill & Smith
Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
How to defeat the gender wealth gap
Women, on average, earn less than men, have less saved in a pension and have to take more time off from work to care for others. But while society is rigged to burden women with heavier loads, Gina Miller has …
Notas del episodio
Women, on average, earn less than men, have less saved in a pension and have to take more time off from work to care for others. But while society is rigged to burden women with heavier loads, Gina Miller has made it her mission to change this and close the gender wealth gap.
Gina is an activist, entrepreneur and the founder of MoneyShe, an investment platform focused on women’s finances. Gina, who became widely known for her anti-Brexit campaign and has spent decades working in the City, sits down with funds editor Val Cipriani to discuss the barriers blocking women from investing, the inherent misogyny in finance and practical steps to build a portfolio.
She also discusses the financial consequences of having cancer and her experience with economic abuse.
Timestamps00:00 Introduction
02:41 Understanding the gender wealth gap
06:09 Why women invest less than men
10:41 Practical tips for getting started
15:12 Misogyny in finance and campaigning for change
20:02 The financial impact of cancer
23:12 Economic abuse and financial independence
26:24 MoneyShe and Gina’s current campaigning work
Women and Wealth is the monthly podcast series from Investors’ Chronicle. You can listen to and watch the episodes alongside our other podcasts on Acast, Apple, Spotify or YouTube.
If you have any questions you’d like Val to answer in the podcast, email [email protected]
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
The AI jobs crunch, medical stocks and AstraZeneca: Companies and Markets Show
M&A activity remains rampant, and this week we start with a tie-up that would rank among the biggest deals of all time: AstraZeneca and US rival Bristol Myers Squibb. Julian Hofmann discusses the merits of the …
Notas del episodio
M&A activity remains rampant, and this week we start with a tie-up that would rank among the biggest deals of all time: AstraZeneca and US rival Bristol Myers Squibb. Julian Hofmann discusses the merits of the mooted $400bn deal, the drawbacks and why investors’ response to the rumour has been bleak.
We then turn to what could be the greatest disrupter humans have seen for decades: the rise of AI and what it means for the jobs market. As speculation runs rampant as to how many roles could be lost, Hugh Moorhead is in the studio to curb some of those concerns. Hugh explains what’s actually going on, which companies might stand to benefit, which might not, and how investors should respond.
Finally, Mark Robinson puts medical device maker Smith & Nephew under the microscope after its half-year figures suggest its long-awaited rebound hasn’t quite arrived. But with an activist lurking on the shareholder register, could better times be on the way?
Timestamps00:00 Introduction
1:20 AstraZeneca
15:43 AI's impact on the jobs market and what this means for investors
30:23 Smith & Nephew
Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
US IPOs, Rentokil and emerging markets: Companies and Markets show
Results season is in full swing, and it’s been another bumper week – with the overwhelming majority positive. But there are always laggards, and this week’s show dives into one of the FTSE 100’s biggest …
Notas del episodio
Results season is in full swing, and it’s been another bumper week – with the overwhelming majority positive. But there are always laggards, and this week’s show dives into one of the FTSE 100’s biggest fallers, Rentokil. The pest control business’s shares plunged after its half-year figures. Julian Hofmann explains why.
Then, we look overseas, with many of the big AI and semiconductor trades going into reverse over recent weeks, including memory-chip makers SK Hynix and Samsung. So what better time to discuss how to pick out the value shares in these global markets. Michael Fahy talks through his favourites.
And finally, we look at the consequences of the SpaceX IPO for Britain’s investors – not the losses on which they’re sitting, but the possibility of it having tipped the first domino on access to US IPOs. Helen Kirrane explains what’s going on
Timestamps00:00 Introduction
00:57 Rentokil
10:54 Global value hunting
22:33 US IPOs
Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
‘We are the space 3i’: Mark Boggett of Seraphim Space
Seraphim Space (SSIT) has been one of the best performing investment trusts in the past year. Helped by the enthusiasm for the sector generated by SpaceX, the £400mn trust pulled off a rare fundraising and now …
Notas del episodio
Seraphim Space (SSIT) has been one of the best performing investment trusts in the past year. Helped by the enthusiasm for the sector generated by SpaceX, the £400mn trust pulled off a rare fundraising and now has a pile of cash to deploy.
Val Cipriani sits down with chief executive Mark Boggett, who discusses opportunities and volatility in space, why he isn’t afraid of concentration, and how space technology could prove as revolutionary as the internet or AI.
You can listen to the interview, alongside all of our other podcasts, on Acast, Apple, Spotify or YouTube.
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
Terry Smith, construction stocks and Mony Group:Companies and Markets Show
As the half-year results season falls upon us, a smorgasbord of companies are reporting over the next few weeks. But today’s episode focuses on two whose outlooks are already in.Hugh Moorhead looks at …
Notas del episodio
As the half-year results season falls upon us, a smorgasbord of companies are reporting over the next few weeks. But today’s episode focuses on two whose outlooks are already in.
Hugh Moorhead looks at contractor Morgan Sindall, which reported ahead of this episode’s recording on Thursday. This is followed by Mark Robinson, who talks through comparison website Mony, better known as MoneySuperMarket. Hugh discusses Sindall’s merits, while Mark weighs up Mony’s valuation.
But before diving into results, we must cast our ears to what is arguably the biggest funds story of 2026. Terry Smith, of Fundsmith, decided to abandon his longstanding ‘do nothing’ approach in favour of a momentum strategy, overhauling more than half his portfolio in six months. Funds editor Val Cipriani unpacks what’s going on and explores whether or not investors should throw in the towel.
Timestamps00:00 Intro
01:50 Terry Smith
20:12 Morgan Sindall
31:50 Mony Group
Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
AI inflation, defence stocks and India funds: Companies and Markets Show
This week begins with how booming demand for AI infrastructure is driving a sharp increase in the price of memory chips. Erin Withey is in the studio to explain what this means for supply chains, which …
Notas del episodio
This week begins with how booming demand for AI infrastructure is driving a sharp increase in the price of memory chips. Erin Withey is in the studio to explain what this means for supply chains, which companies are winning as a result, and whether the squeeze is here to stay.
Casting our ears abroad, we move to India, where a recent rally in the country’s equity funds has sparked investor interest. Helen Kirrane unpacks the reasons why lower oil prices and attractive valuations are boosting sentiment, and which funds are at the forefront of the recovery. More updates on that here
Finally, Michael Fahy talks through defence contractor Cohort, after it reported another year of strong growth. Mike discusses how a rising demand for its electronic warfare systems is fuelling its healthy order book and filling its pockets.
Timestamps:00:00 Intro
03:42 AI inflation
11:58 India funds
17:24 Cohort results
Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
Labour’s social media plans, house prices and legal stocks: Companies and Markets Show
This week’s show begins with Labour’s decision to force tech giants to give more prominence to traditional news broadcasters on social media, to help battle misinformation. Valeria Martinez discusses what this …
Notas del episodio
This week’s show begins with Labour’s decision to force tech giants to give more prominence to traditional news broadcasters on social media, to help battle misinformation. Valeria Martinez discusses what this quick-fire solution to get younger people to engage with older news outlets means for investors and the companies involved.
We then turn to Britain’s housing market as the cost of homes crept up in June. Hugh Moorhead dives into whether it’s showing signs of meaningful recovery, regional trends and how affordability pressures are affecting buyers. Hugh also talks through housebuilder Vistry’s dramatic share price plunge this week.
Finally, Julian Hofmann discusses the success of legal firm Knights after it released positive results this week. With its acquisition-led strategy proving fruitful and cash generation benefiting shareholders, Julian explores how it’s growing without resorting to borrowing.
Time stamps:00:00 Introduction
03:39 Broadcasters
13:18 Outlook for Britain's housing market
19:34 Knights results
Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
What is the gender health gap – and how to beat it
The gender health gap is an issue which affects far more than just wellbeing; it impacts your career, earnings and long-term financial stability.In this episode of Women and Wealth, funds editor Val Cipriani …
Notas del episodio
The gender health gap is an issue which affects far more than just wellbeing; it impacts your career, earnings and long-term financial stability.
In this episode of Women and Wealth, funds editor Val Cipriani and personal finance editor Holly McKechnie walk you through why women experience poorer health than men, how it is a systemic issue of under-investment in women’s healthcare and what this means for your finances.
The duo explore how the menopause and conditions such as endometriosis affect your earnings and pension pot. Holly and Val also explain how employers can improve support and offer practical steps women can take to protect their pockets from sudden or long-term illness.
Women and Wealth is the monthly podcast series from Investors’ Chronicle. You can listen to and watch the episodes alongside our other podcasts on Acast, Apple, Spotify or YouTube.
If you have any questions you’d like Val and Holly to answer, email [email protected]
Timestamps00:00 Introduction
01.19 What the gender health gap is and how it impacts your finances
11.46 Impact of menopause and endometriosis on a your working life
15: 51 Practical things to improve your financial security
24:13 Outro
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
AI vs recruiters, another IPO and farming stocks
In this week’s episode, we turn to Britain’s recruitment stocks. Valeria Martinez looks at the impact of AI on hiring demand, which is hitting share prices, and also discusses the perennial question: is the new …
Notas del episodio
In this week’s episode, we turn to Britain’s recruitment stocks. Valeria Martinez looks at the impact of AI on hiring demand, which is hitting share prices, and also discusses the perennial question: is the new technology a concern or an opportunity?
Next, we cast our ears to Italian tech buyout specialist, and Baillie Gifford favourite, Bending Spoons, following its Nasdaq debut earlier this week. Val Cipriani dives into its growth strategy and what the IPO means for investors and the likes of Scottish Mortgage.
Lastly, Julian Hofmann looks at agricultural supplier Wynnstay (WYN), after it announced positive results despite headwinds for the farming sector. Julian explores how the company is navigating volatile fertiliser prices, cutting costs, and the reasons to be optimistic.
Timestamps00:00 Introduction
04:20 AI vs the recruitment sector
15:12 Bending Spoons
25:03 Wynnstay results
Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
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