Investors' Chronicle

Investors' Chronicle

Acerca de

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.

1171
Episodios
English
Idioma
0
Suscriptores
0
Reproducciones
Episodios25
Legal & General, infrastructure stocks and GSK:Companies and Markets Show

Legal & General, infrastructure stocks and GSK:Companies and Markets Show

Aug 14, 2026·26:16

26:16

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...

How to defeat the gender wealth gap

How to defeat the gender wealth gap

Aug 11, 2026·27:44

27:44

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...

The AI jobs crunch, medical stocks and AstraZeneca: Companies and Markets Show

The AI jobs crunch, medical stocks and AstraZeneca: Companies and Markets Show

Aug 7, 2026·37:40

37:40

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...

US IPOs, Rentokil and emerging markets: Companies and Markets show

US IPOs, Rentokil and emerging markets: Companies and Markets show

Jul 31, 2026·29:47

29:47

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...

‘We are the space 3i’: Mark Boggett of Seraphim Space

‘We are the space 3i’: Mark Boggett of Seraphim Space

Jul 28, 2026·43:43

43:43

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...

Terry Smith, construction stocks and Mony Group:Companies and Markets Show

Terry Smith, construction stocks and Mony Group:Companies and Markets Show

Jul 24, 2026·40:29

40:29

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...

AI inflation, defence stocks and India funds: Companies and Markets Show

AI inflation, defence stocks and India funds: Companies and Markets Show

Jul 17, 2026·28:30

28:30

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...

Labour’s social media plans, house prices and legal stocks: Companies and Markets Show

Labour’s social media plans, house prices and legal stocks: Companies and Markets Show

Jul 10, 2026·26:46

26:46

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...

What is the gender health gap – and how to beat it

What is the gender health gap – and how to beat it

Jul 7, 2026·24:44

24:44

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...

AI vs recruiters, another IPO and farming stocks

AI vs recruiters, another IPO and farming stocks

Jul 3, 2026·35:28

35:28

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...

Ocado, asset managers and Telecom Plus: Companies and Markets Show

Ocado, asset managers and Telecom Plus: Companies and Markets Show

Jun 26, 2026·29:08

29:08

This week, we begin with online grocer Ocado (OCDO) following reports of a CEO switch. Julian Hofmann dives into what a potential change at the top will mean for the FTSE 250 company that has struggled to deliver...

AO World, wealth managers & Castings: The Companies and Markets Show

AO World, wealth managers & Castings: The Companies and Markets Show

Jun 19, 2026·31:15

31:15

This week, we begin proceedings with a look at the contrasting fortunes of two UK wealth managers: Aim-traded Tatton Asset Management (TAM) continues to reap rewards from its dominance of the model portfolio market. But...

Meeting with Fevara’s CEO: Lee and the IC

Meeting with Fevara’s CEO: Lee and the IC

Jun 16, 2026·44:04

44:04

Fevara (FVA:127p) may be new in name, but its roots and expertise stretch back more than a century through the former Carr’s Group. In the wake of this major transformation, the livestock supplements company’s focus is...

Investing in photonics, GSK and new opportunities in venture capital: Companies and Markets Show

Investing in photonics, GSK and new opportunities in venture capital: Companies and Markets Show

Jun 12, 2026·33:03

33:03

This week’s show dives straight into safety and equipment maker Halma (HLMA), which reported its full-year results on Thursday morning. It may be time to re-evaluate the company’s description as one of the FTSE 100’s...

Investing in British Water, Nick Train & CMC: Companies and Markets Show

Investing in British Water, Nick Train & CMC: Companies and Markets Show

Jun 5, 2026·36:01

36:01

This week’s show dives straight into trading platform CMC Markets, after its promise of an imminent inflection point sent its shares soaring to the top of the FTSE All-Share leaderboard on Thursday. Julian Hofmann...

‘Bottlenecks are the best way to benefit from AI’: Ali Unwin of Polar Capital Technology

‘Bottlenecks are the best way to benefit from AI’: Ali Unwin of Polar Capital Technology

Jun 2, 2026·46:30

46:30

Polar Capital Technology Trust (PCT) is one of the most popular and best-performing tech-focused funds available to DIY investors, having built up its record and fan base long before the likes of AI and ‘Magnificent...

SpaceX, Pets at Home & defence stocks: Companies and Markets Show

SpaceX, Pets at Home & defence stocks: Companies and Markets Show

May 29, 2026·37:01

37:01

This week’s show dives straight into Elon Musk’s SpaceX as it gears up for the biggest IPO in market history. We consider what newly released financial details reveal about the company, and whether a mooted $1.75tn...

Women and investing: How to start a business

Women and investing: How to start a business

May 26, 2026·32:26

32:26

Leaving the stability of a full-time job to become self-employed is a truly daunting decision. Gone is the safety net of a monthly pay cheque, and if you want to start your own company, the pressure can feel monumental...

Cranswick, the perfect pension & palm oil: Companies and Markets Show

Cranswick, the perfect pension & palm oil: Companies and Markets Show

May 22, 2026·33:10

33:10

With food prices in the spotlight as Rachel Reeves pushes supermarkets to cap costs for consumers, this week’s show starts further up the supply chain with pork and poultry producer Cranswick. The company reported...

Investing during volatility, property & Vodafone : Companies and Markets Show

Investing during volatility, property & Vodafone : Companies and Markets Show

May 15, 2026·33:25

33:25

This week’s show kicks off with a look at FTSE 100 Reit Land Securities, which reported full-year figures. It is still shifting away from offices in favour of shopping centres and residential developments, but with gilt...

Meeting PZ Cussons’ CEO: Lee and the IC

Meeting PZ Cussons’ CEO: Lee and the IC

May 12, 2026·41:49

41:49

PZ Cussons, known for brands such as Imperial Leather, Carex and Original Source, has been around for more than a century, but its shape and focus today are very different from its origins. The FTSE 250 consumer goods...

How to pick funds, Diageo & hotel stocks: Companies and Markets Show

How to pick funds, Diageo & hotel stocks: Companies and Markets Show

May 8, 2026·38:50

38:50

As potential jet fuel shortages unnerve summer holidaymakers, airlines have been reporting shaky demand as people hold off from booking trips. But what of the hoteliers? In this week’s episode, we discuss the quarterly...

‘There’s a lot of value in emerging markets’ - Paul Niven of F&C

‘There’s a lot of value in emerging markets’ - Paul Niven of F&C

May 5, 2026·45:33

45:33

The F&C Investment Trust (FCIT) is as close to a household name as a fund can be. Founded in the 19th century, its global stocks “one-stop shop” nature has made it a favourite for investors for decades, and despite...

Electrifying your portfolio & chemical stock struggles: Companies and Markets Show

Electrifying your portfolio & chemical stock struggles: Companies and Markets Show

May 1, 2026·41:59

41:59

It’s the end of April, and a reopening of the Strait of Hormuz is looking further away than ever. Its closure looms large over everything else at the moment, and risk asset investors are starting to worry for the first...

Isas, apps and platforms: Where to invest your money

Isas, apps and platforms: Where to invest your money

Apr 27, 2026·25:05

25:05

Choosing your first stocks and shares Isa can be overwhelming. There are apps, brokerages and dozens of providers, all claiming to be the best. In this episode of Women and Wealth, funds editor Val Cipriani and personal...

También te puede gustar