Investors Chronicle

Investors Chronicle

United States

Investors Chronicle is the UK's oldest investment magazine. Published every Friday; news and views online every day. www.investorschronicle.co.uk

Episodes

Boardroom Talk: Somero Enterprises  

Somero Enterprises (SOM) is one of Aim's standout performers. In 2016, the concrete levelling specialist booked its sixth successive year of operating profit margin increases, which resulted in a $7.5m special dividend. But where does the company go from here? And why has concrete been such a lucrative business line? IC writer Alex Newman speaks with chief executive Jack Cooney and CFO John Yuncza to find out.

Personal Finance Show: A-share OK & Brexit beneficiaries  

On this week's show the team are joined by Ryan Hughes, head of fund selection at AJ Bell, to consider the implications of including domestic Chinese shares in MSCI Emerging Markets index. They also highlight a hefty cost behind the charges of passive funds, and look at what markets and funds have been performing well since the vote for Brexit.

Companies & Markets Show: Digital to the doorstep  

The companies team discusses e-commerce giant Amazon's Whole Foods deal, Provident Financial's home credit stumble, and the latest from the world of bitcoin.

Boardroom Talk: Schroder Real Estate Investment Trust  

What’s going to happen in the real estate sector following the surprise result of the general election? Jonas Crosland talks to Duncan Owen, global head of real estate at Schroder Real Estate Investment Management.

Personal Finance Show: Tech wobbles  

On this week's show the team consider whether tech funds are still worth consideration following the recent correction in this sector. They also set out some smart ways to invest in high markets, and ways to diversify domestic UK exposure. They are joined by Rachel Winter, senior investment manager at Killik.

Companies & Markets Show: Retail's day to forget  

The team discuss a double whammy for retail stocks with weak sales data and the DFS profit warning, how social media is changing the ad world, and private involvement in the NHS.

IC Questions: Is this the end of the credit cycle?  

What point are we at in the credit cycle and are we standing on the brink of another financial crash? In this special edition roundtable podcast sectors editor Harriet Russell is joined by The Trader Nicole Elliott, deputy companies editor Mark Robinson and news editor Emma Powell to discuss the potential dangers of a turn in the credit cycle. This episode also features a special interview with Chris Higham from Aviva Investors, who shares his thoughts on the topic.

Personal Finance Show: The election effect  

On this week's personal finance podcast the team discuss the effect the election will have on currency and bonds with Nick Gartside, chief investment officer for fixed income at JPMorgan Asset Management. They also profile ScotGems, an investment trust set to launch later this month and consider the merits of equity release.

Companies & Markets Show: How chaotic a coalition?  

On this week's special edition of the IC Companies & Markets Show, the team discuss the dramatic end of the snap election and how markets have responded. (Some people are not calling it a coalition.)

Boardroom Talk: PageGroup  

PageGroup is one of the largest recruitment companies in the UK, with operations spanning sectors and continents. Tom Dines sits down with chief executive Steve Ingham to discuss how the group expands internationally, how to reduce the cyclicality inherent in the recruitment sector and why he thinks the investment case is still strong.

Personal Finance Show: Fund launch  

On this week's show Daniel Godfrey, co-founder of The People's Trust, explain what this forthcoming fund will invest in and how it will be run. The team also highlight some investment trusts with a very good track record of increasing their dividends, and update on another good fund for income – HICL Infrastructure Company.

Companies & Markets Show: Oil spill  

IC editor John Hughman speaks to Alex Newman about the problems at oil services group Petrofac, and rounds up the rest of the week's big market stories with news editor Emma Powell.

Boardroom Talk: The Gym Group  

The Gym Group came to market in late 2015 amid a flurry of excitement about the company’s disruptive business model and potential for long-term growth. However, with analysts scaling back 2019 earnings forecasts, raising concerns about the level of return on capital employed and plenty of competition entering the market, Harriet Russell asked chief executive John Treharne why he thinks the group still makes a good investment.

Personal Finance Show: Top 50 ETFs  

On this week's show Giles Frost, chief executive officer of Amber, joins the team to explain the investment strategy of International Public Partnerships, an infrastructure investment trust. Kate Beioley, meanwhile, talks through her latest changes to the IC Top 50 ETFs, and sets out her tips for buying these kinds of funds in a cost effective way.

Companies & Markets Show: Beds, bars and beyond  

IC editor John Hughman is joined by news editor Emma Powell and new recruit Julia Faurschou to discuss the week's most interesting market news, including profit wobbles at a popular bar owner and the surprising excitement over the arrival of a trendy mattress specialist on Aim.

The Extraction Podcast: SDX Energy  

Since listing a year ago this week, SDX Energy has been one of Aim's top-performing stocks. For the latest in our extraction podcast series, Alex Newman talks to chief executive Paul Welch about doing business in North Africa, how the company will fund its next well, and why the company is confident of making money even if Brent crude falls to $21 a barrel. Produced by Dominic Toms.

Personal Finance Show: Woodford, ETFs & smartphones  

On this week's show Ben Yearsley, director at Shore Financial Planning, joins the team to assess the merits of some major changes Neil Woodford has made to CF Woodford Equity Income Fund. They also consider the implications of the takeover of an ETF provider, and whether it is a good idea to manage your portfolio via your smartphone.

Companies & Markets Show: How to back the hack  

On this week's podcast IC editor John Hughman is joined by Ian Smith and Megan Boxall to discuss the stock market winners from last weekend's NHS cyber attack, as well as a busy week on the company reporting calendar.

Boardroom Talk: Phoenix Spree Deutschland  

We spoke with Mike Hilton, property adviser for Phoenix Spree Deutschland (PSDL), the property group specialising in the Berlin residential market. Floated on the London Stock Exchange in June 2015, Phoenix has already accumulated a portfolio worth €400m (£336m) and is well placed to take advantage of the ever increasing demand for rental properties in Berlin.

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

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.

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