Investors' Chronicle

By: Investors' Chronicle
  • Summary

  • Looking for help with your Isa or pension? Or just plain confused by the stock market? Each week, Investors' Chronicle picks apart the latest news for companies, markets and funds, and brings you fresh investment ideas. Subscribe for these, along with interviews with professional investors and special in-depth discussions on big market themes.




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Episodes
  • ‘We won’t fail just because we ignore Nvidia’: Terry Smith of Fundsmith
    Nov 5 2024

    Returning a second time in the IC Interviews hot seat, Terry Smith is one of the biggest names in the investing world. Having set up the eponymous Fundsmith in 2010, he now manages more than £22bn of British savers’ money and has had his fair share of celebration and criticism.


    Funds editor Dave Baxter and Smith unpack everything from Magnificent Seven stocks and the effect of weight-loss drugs on stock markets, to consumer staples and the reason Smith doesn’t want to own market favourite, Nvidia.


    Also, find out what quality Smith looks for in companies and fund managers, plus why the fund’s allocation to UK stocks is so minimal.


    Timestamps

    00:38 Magnificent Seven stocks

    3:52 Nvidia

    6:41 AI

    08:57 Consumer staples and weight-loss drugs

    12:06 Novo Nordisk

    17:36 What he looks for in companies

    20:23 Nike

    22:07 Asset allocation and share buybacks

    24:48 UK companies and Asia

    29:19 Financials

    30:27 Judging when there’s a crisis versus a mispricing

    35:09 Criticisms of the buy and sell process

    39:44 Atlas Copco

    41:44 Next and Autotrader


    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.


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    43 mins
  • What the Budget means for you & HSBC: The Companies and Markets Show
    Nov 1 2024

    The Autumn Budget brought a swathe of changes to the way investors can harness the most of the market. From capital gains changes to pensions, our team unpack what investors need to know.


    Find out everything you need to know about the Budget


    HSBC (HSBC) recently announced a reorganisation that will affect shareholders. The panel of experts report on what the business is set to achieve, and the outlook for interest income as base rates fall.


    Last up, the team delve into what led to the small share rally for YouGov (YOU) after its latest trading update.


    Timestamps

    1:54 Budget

    17:30 HSBC

    26:16 YouGov




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    36 mins
  • The best Aim stocks and Morgan Sindall’s profit update: The Companies and Markets Show
    Oct 25 2024

    Mark Robinson starts the show by unpacking Morgan Sindall’s (MGNS) significant trading update, looking at the drivers behind the share price rise and the scope for the company to increase its market share.


    It’s then on to our Aim 100 special. Michael Fahy and Alex Newman share their take on the leading brick supplier Brickability (BRCK) and technology distributor Midwich (MIDW), discussing what each sector looks like at the moment and what should investors be aware of.


    Timestamps

    1:14 Morgan Sindall

    9:58 Brickability

    23:04 Midiwch


    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.

    Show more Show less
    31 mins

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