Investors' Chronicle

By: Investors' Chronicle
  • Summary

  • Looking to stay informed in the world of investing? Investors' Chronicle dives into the key trends shaping today’s markets and unpacks what they mean for your investments. Featuring exclusive interviews with professional investors - whether fund managers or leading financial experts - our mission is to help you make smarter investment decisions.


    Investors' Chronicle is a service by the Financial Times.


    Hosted on Acast. See acast.com/privacy for more information.

    Investors' Chronicle
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Episodes
  • Quality US stocks, Sage and Grainger: The Companies and Markets Show
    Nov 22 2024

    We begin with software company Sage (SGE). Shares are up and the team unpacks the drivers of this rise and explores whether investors should be concerned about competition in the industry.


    Illinois Tool Works (US:ITW) next. It’s larger than all but five stocks included in the FTSE 100 but remains relatively unknown on this side of the pond. Our team explore what the company does and the metrics that lead it to feature on our annual US quality screen.


    Last up, it’s property company Grainger (GRI). Demand has been strong this year but its share price has been relatively flat. We look at why this is the case and how the valuation appears.


    Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial

    *After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only.



    Hosted on Acast. See acast.com/privacy for more information.

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    25 mins
  • Investment Trust Special, Burberry & Croda: The Companies and Markets Show
    Nov 15 2024

    British-based luxury fashion brand Burberry (BRBY) has had a hard time of late. Our team delve into what’s gone wrong over and question whether the low valuation is attractive enough for investors to take a gamble.


    It’s then onto our Investment Trust Special. We explore what trusts are most vulnerable to consolidation and some that could be fruitful in the changing macroeconomic environment.


    Last up, it’s specialist British chemical company Croda (CRDA). The latest update shows signs of life but two profit warnings over the past 18 months could hold back its growth. Julian Hofmann looks into the details.


    Timestamps

    1:31 Burberry

    15:38 Investment trusts

    27:48 Croda


    Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial

    *After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £1


    Hosted on Acast. See acast.com/privacy for more information.

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    39 mins
  • What the Budget and Trump’s win means for investors: Lee and the IC
    Nov 12 2024

    Lord Lee and Alex reunite just a day after the US election result and a week on from the Autumn Budget. In the episode, the pair unpack how the latter will affect UK private investors and the economy at large, and Lord Lee gives his opinion on the effectiveness of the changes announced by chancellor Rachel Reeves.


    Also, listen to find out the changes to Lord Lee’s portfolio and his take on Trump’s presidential win.


    Timestamps

    1:18 Why the Budget is pleasing for private investors

    3:42 Lord Lee’s view of Labour’s tone

    7:19 Nichols and FW Thorpe sales

    10:03 Will Budget changes mean a change in tactic?

    11:14 Inheritance tax

    13:05 Niche markets

    15:40 Impact on family businesses property relief and farms

    18:32 What should Labour aim for

    21:25 How Lord Lee's portfolio has been recently

    25:14 Trump’s reelection


    Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial

    *After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £1



    Hosted on Acast. See acast.com/privacy for more information.

    Show more Show less
    29 mins

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