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Investors' Chronicle

Business • News

Concerned with QE's effects on equity valuations? Looking for ideas for your Isa? Or just plain confused by the stock market? Each week, the Investors Chronicle picks apart the latest news for companies, markets and funds in our regular magazine podcasts. Subscribe for these, along with CEORead more

Popular episodes

Ian Mortimer and Matthew Page: “Some companies can immediately pass on prices"

Nov 25 • 36:11

Ian Mortimer and Matthew Page, managers of the Guinness Global Equity Income fund, take a different approach from some income managers by seeking companies with a "moderate yield and growing dividend" rather than chasing higher payouts....

Sam Cosh: Bucking the income trend with smaller company growth

Nov 17 • 22:31

Sam Cosh, manager of European Assets Trust (EAT), tells Leonora Walters why this trust is able to increase its dividend for 2021, and profiles some of the investments which are making this possible. ...

Partner Content: Connected Investor Podcast - A Crack in the China

Nov 15 • 26:05

The latest episode of Connected Investor, the podcast from the Brunner Investment Trust, ponders the issue of tightening regulatory factors in China – what will that mean for China itself, the fortunes of companies and markets there and ultimately for the global economy and markets? To see the full podcast series visit https://www.brunner.co.uk/podcast/....

Iain McCombie: “It’s a myth that you can’t find interesting companies in the UK”

Nov 10 • 41:26

Iain McCombie, manager of Baillie Gifford UK Growth Trust tells Mary McDougall how he tries to source the best growth opportunities among UK stocks and divulges what he has been buying and selling most recently. ...

Hamish Baillie: “Financial repression is going to be the path forward”

Oct 27 • 38:22

In the latest budget, Chancellor Rishi Sunak opened by stating that the UK’s public finances are twice as sensitive to changes in interest rates as they were before the pandemic, and that a 1 per cent increase in inflation and interest rates would cost around £23bn....

Dr Paul Jourdan: "Lots of people love to knock Aim. I'm absolutely not in that camp"

Oct 20 • 38:05

Paul Jourdan, CEO of Amati Global Investors, tells Christopher Akers why he thinks the Alternative Investment Market is an asset of national importance and shares his thoughts on overpricing in "the year of IPOs". He explains Amati's approach to ESG and discusses the stocks that have been important for them over the last year....

Nick Brind: “Banks are one of the biggest beneficiaries of a rise in interest rates”

Oct 13 • 30:29

Financials make up around 15 per cent of global equities, and despite a recent surge the sector remains at a significant discount to the wider market. In this interview, Nick Brind and George Barrow, co-managers of Polar Capital Global Financials Trust(PCFT), tell Mary McDougall how banks look well placed to benefit from any rise in interest rates....

David Cornell: “The ability to compound earnings in India is really very exciting”

Oct 6 • 35:56

The Indian stock market has been on a tear this year, up 30 per cent for the year to 6 October. While this has led to some concern about lofty valuations, David Cornell of India Capital Growth Fund (IGC) says there are still plenty of attractive opportunities for stock pickers, as India emerges from years of disappointing growth in corporate profitability....

Simon Brewer: “I think central banks are engaging in some wishful thinking”

Sep 30 • 29:39

Simon Brewer, former chief investment officer of the European branch of Morgan Stanley, tells Mary McDougall where he thinks investors should look in a world of very low rates and the possibility of prolonged inflation....

Blake Hutchins: Looking for “dividend champions of the future”

Sep 23 • 34:45

Blake Hutchins, co-manager of Troy Income & Growth Trust and Trojan Income Fund, explains where he has been finding UK equity income in a difficult environment and how the market looks set going ahead. He explains why he prefers what he considers to be good quality companies, and highlights some stocks he thinks will be able to grow their cash flows.  ...

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