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 p...
Auto Trader’s (AUTO) recent results were not well received. A slowdown in vehicle production and its position within a tight market is squeezing growth prospects. Our experts dive into what it means for investors.
It’s then on to the impact of the Budget. The panel unpacks what sectors will be most affected by the changes, and the potential cost-saving measures companies can take to mitigate rising NI contributions.
Last up, bond yields. Both the Budget and the US election will alter the fiscal outlook and our team look at who the winners and losers will be.
Dan Jones is joined by Mark Robinson, Alex Newman, Julian Hofmann and Hermione Taylor.
Editing by Madi Apthorpe
Timestamps
1:23 Auto Trader
13:25 The Budget
21:03 Bonds
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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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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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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.
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We begin with National Grid’s (NG) transformation plans. Jemma Slingo and Alex Newman weigh in on whether it should now be considered a growth rather than income stock, its US business and more.
It’s then onto car dealership Vertu (VTU). Mark Robinson runs through the driving factors behind Vertu’s performance, the business’ valuation and its prospects in a struggling market.
Last up, Holly McKechnie dives into the knotty issue of investment trust costs. In September HM Treasury announced it was replacing a regime in place since Britain’s time in the EU, and angst has since swelled. Find out what the Isa and pension providers are saying and what the change actually means.
Timestamps
1:46 National Grid
14:52 Vertu
26:06 Investment trust costs
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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In this episode of IC Interviews, Paul ffolkes Davis and funds editor Dave Baxter discuss the Japanese small and mid-cap specialist fund, which has proven to be quite fruitful for investors.
Find out why ffolkes Davis believes in the yen’s strength plus his thoughts on Japan’s macro trends, the big investment trust risers and fallers this year and more.
Timestamps
00:56 Japan and Yen strength
4:49 Macro themes in Japan
7:40 Valuations
11:48 Activism
18:10 Private versus public
20:39 Corporate reform
23:55 Is there a cap for the trust
26:51 Recent activity in the portfolio
31:09 7/11 bid
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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Associate editor James Norrington starts the show, covering this week’s Big Read. He and Dan unpack inflationary vs deflationary forces in Western economies and what it means for stock picking and building portfolios.
Madelaine Apthorpe is then in the hot seat instead of behind the soundboard to discuss her investigation into cocoa inflation and the confectionery industry. She touches on the reasons for the price rises, the outcome for consumers and what it means for the industry.
Last up, Julian Hoffman and Mark Robinson unpack Boeing’s latest results and the strike action the company is facing. They discuss the knock-on effects for other companies and how the new CEO is trying to improve safety.
Timestamps
00:58 Debt, demographics and money
16:26 Cocoa
23:38 Boeing
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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This month, Alex and Lord Lee are joined by the CEO of Ampario, Richard Edwards. Ampario is an Aim-traded natural feed additives group, a niche business but one that exports its products to over 80 countries and has been held by Lord Lee for 14 years.
In the episode, the trio discuss the ins and outs of running an Aim company, why Lord Lee believes the business is well-placed in today’s markets, its sustainable practices and more.
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This week’s episode begins with a property leaser to the healthcare sector, Life Science Reit (LABS). Property writer Natasha runs through the results, where the chief exec is focusing and whether a takeover is on the cards.
It’s then onto our latest Big Read on investing for your children. From the best accounts to use, the top funds to pick, and educating your children about investing, Val Cipriani runs through everything parents need to know.
Lastly, Julian Hofmann joins to unpack China’s stimulus measures. What impact will it have on the stock market? And what funds can investors use to get involved in the action?
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.
Timestamps
00:56 Reits
11:02 Investing for your children
21:00 China’s stimulus
Read the stories mentioned in the show
Life Science Reit trades on steep discount to NAV
China's bounce may be short-lived
The best ways to invest for your children
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In this podcast episode from The Brunner Investment Trust, Co-lead Portfolio Manager Julian Bishop and host Joe Lynam navigate the choppy waters of national politics and their ripple effects through global markets. With the recent political changes in the UK and the much-anticipated US presidential election, what can investors expect from the stock market?
For more in-depth discussions and insights, visit our website for additional podcast episodes, articles and videos: https://www.brunner.co.uk/en-gb/videos-podcasts-and-reading
This content was paid for and produced by The Brunner Investment Trust
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We start with Smiths Group’s (SMIN) results. The engineering giant’s figures missed expectations, but could new acquisitions and an updated cost-saving plan bring things back? Michael Fahy reports.
Our Big Read this week is on pensions. We all know what they are, but there’s much more that could be done for savers and perhaps for the wider economy – Alex Hamer, author of the cover feature, gives a rundown of the reforms mentioned in the piece that could boost pots, and breathe new life into the stock market.
We wrap up by touching on bid takeover activity. From Rightmove (RMV) to Advanced Medical Solutions (AMS), Jennifer Johnson unpacks everything investors need to know from the past week.
Timestamps
01:18 Smiths Group
09:08 Pensions
23:59 Small caps
28:55 Takeovers
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