We begin with well-loved pastry seller Greggs (GRG) , which suffered a downturn in sales per its latest trading update. Julian Hofmann explains the reasons for this, from heatwaves to competition from supermarkets, and what investors should make of it. It’s then on to our Big Read on undervalued UK tech stars. Many of our home-grown companies have a lot to offer, but investors favour the US big names instead. Valeria Martinez and Mark Robinson look at the causes behind this, the “mindset gap”, a...
Jul 04, 2025•22 min
Single women have it tough, at least from a financial perspective. From a personal perspective you may well be having a better time than being in a relationship, and especially in an unhappy and unsatisfying one, but sadly society is built for couples. In this episode of video podcast series, Women and Wealth, Val Cipriani and Madelaine Apthorpe take a look at the financial hit of staying single and how to protect yourself from it. Val, Investors' Chronicle's personal finance editor, explains to...
Jul 02, 2025•30 min
We begin the show with this week’s big companies news, that Shell (SHEL) was reported to be in early-stage talks to buy BP (BP.) . Shell has denied the report, from the Wall Street Journal , but speculation continues. Dan Jones is joined by news editor Alex Hamer to get to the bottom of it. Next, we discuss how behavioural finance can make you a better investor. Val Cipriani has delved into the field for her latest article, and shares some practical tips that can drastically improve your returns...
Jun 27, 2025•36 min
Women and Wealth takes a look at the gender pay gap, how to ask for that pay rise and how to make the most of your work benefits. In this episode of the video podcast series from Investors' Chronicle, personal finance editor Val Cipriani discusses with digital production journalist, Madi Apthorpe , how the gender pay gap should be viewed, what can be done about it as well as offering a hope that work and society are moving in the right direction - albeit too slowly. According to date from the ON...
Jun 25, 2025•22 min
The show starts unpacking the latest results from equipment hire company Ashtead (AHT) . Mark Robinson analyses the outlook for US construction spending, the company’s sensitivity to tariffs and its valuation. It’s then on to Ashtead’s smaller rival Speedy Hire (SDY) , which is closing some of its depots due to rising staff costs. Listen to find out everything investors need to know. Next up is one of the IC's Ideas of the Year , which are putting in a strong performance again in 2025. Pensions ...
Jun 20, 2025•39 min
Relationships are an important aspect in anyone's life; a matter of the heart but also one for your bank account. In the second episode of Women and Wealth, a video podcast series from Investors' Chronicle, personal finance editor Val Cipriani and digital production journalist Madelaine Apthorpe look at what women should be thinking about as they find true love. Val looks at how women can protect their personal finance in entering a relationship and the important things to take into account as y...
Jun 17, 2025•27 min
Valeria Martinez begins the show by unpacking FirstGroup’s (FGP) results. Valeria and Dan explore how the renationalisation of rail franchises is affecting the business, the timeline for other franchise nationalisations and how the company looks compared with its peers. Next, materials company Oxford Instruments (OXIG ), which this week announced it was selling its quantum business for £60mn. Julian Hofmann looks at what it will focus on instead, its exposure to tariffs and more. Last up, Alex N...
Jun 13, 2025•32 min
Why don’t women invest more than they currently do? In this new podcast series from Investors’ Chronicle , personal finance editor Val Cipriani and digital production journalist Madelaine Apthorpe look into the financial decisions and issues facing women in the UK. In the first episode, Val and Madi look at the investment gap and why women should invest more. Boring Money research estimates that there are 3.3mn more male than female investors in the UK. In monetary terms, the gender investment g...
Jun 11, 2025•27 min
Welcome to Women and Wealth, the new six part podcast series from Investors' Chronicle, looking at the world of investing and personal finance issues facing women. Join personal finance editor Val Cipriani and digital production journalist Madelaine Apthorpe as they explain and advise on everything from how to invest to asking for pay rise at work in the video podcast series. Across the six initial episodes, Val and Madi will discuss the investment gap ; as men vastly outweigh women in investing...
Jun 09, 2025•1 min
In the week the UK launched its strategic defence review, Dan Jones is joined by Christopher Akers to discuss the latest half-year figures from UK defence specialist Chemring (CHG) , which have come in ahead of analyst consensus and reveal a record order book of £1.3bn. We then move further afield to Latin America, where stock markets have bounced back after a difficult 2024. Holly McKechnie joins the show to talk about the funds making the most of the rally. Moving back to the UK, companies edi...
Jun 06, 2025•28 min
We start with FTSE 250 retailer Pets at Home (PETS) , whose veterinary arm is now making more than the retail business. Mark Robinson unpacks why this may be, the outlook for the year ahead and the valuation case. Our cover feature on 25 years of volatility is next. Julian Hofmann shares a quick recap of the more serious issues investors have dealt with over this period, the lessons learnt and more. Last up, BT (BT) . The business's revenue declined year-on-year, but both Ebitda and normalised f...
May 30, 2025•34 min
Diploma’s latest results proved that investors’ confidence in the company is justified. Valeria Martinez joins Dan Jones to unpack the case for the specialist manufacturer, and whether its valuation is becoming stretched. Alex Newman, author of this week’s Big Read on global tracker funds, discusses the contradictions that exist in the popular products and what investors can do to overcome them. We wrap up with Alex Hamer on why it might be the end of the road for the cobalt bull run, and China’...
May 23, 2025•39 min
We start with Experian’s (EXPN) latest results. Host Dan Jones and Julian Hofmann unpack what went right for the business, how it could fare in the event of a US slowdown, and whether investors should get involved. Next up is Imperial Brands (IMB) . Chris Akers shares what led to the big share price reaction, how it compares with other competitors in the tobacco industry and what the main attraction is for investors. Last up, Val Cipriani discusses her personal finance feature on investing to tr...
May 16, 2025•32 min
The period since the last episode of Lee and the IC has been eventful to say the least, and the pair begin by unpacking Donald Trump’s tariffs, the subsequent market sell-off, and how it compares to similar eras in market history. The episode follows in typical fashion, and Lord Lee updates listeners on changes he has made to his portfolio in the period following “liberation day”, including Treatt (TET) , and reveals why he believes PZ Cussons (PZC ) is a severely underrated stock. To wrap up, A...
May 13, 2025•39 min
We begin with Arthur Sants and Dan Jones discussing the Apple antitrust issue, the iPhone manufacturer's role in Alphabet’s share price fall and Google’s place in the search engine world. Michael Fahy, author of this week’s Big Read on the future of aviation, up next. He explains some of the developments in the industry, the top players, and what companies may be under threat by the arrival of more modern aviation and fuel sources. Valeria Martinez then covers Mobico’s school bus fleet sale . Th...
May 09, 2025•44 min
Dave Baxter returns with another IC Interviews, and he sits down with one of the rising stars of fund management, Jasmine Yeo of Ruffer Investment Company, the FTSE 250 trust that aims to deliver positive returns for investors throughout all market situations. Listen to find out how the portfolio is behaving in the wake of Donald Trump’s swathe of tariffs, which diversifiers the Forbes 30 Under 30 fund manager is backing, the macro threats the team are positioning for, and more. Timestamps 1:09 ...
May 06, 2025•26 min
Recent results from Associated British Foods (ABF) highlighted that both its food and retail arms are facing some bumps in the road – think falling sugar prices and tariffs. Mike Fahy, Julian Hofmann and Alex Newman weigh in on everything going on and what investors need to know. Gold next. Its price reached an all-time high this month, and Alex Hamer looks at the drivers behind this boom, where it could fit in a portfolio today, and sheds some light on investment options. Lastly, Jemma Slingo u...
May 02, 2025•36 min
In another packed episode, host Dan Jones is joined by Christopher Akers to look at half-year results from car testing company AB Dynamics (ABDP) . Can it continue to perform well at a time when the automotive industry is yet again facing a string of pressures, including those dreaded tariffs? Next up is a look at this week’s Big Read on ‘survivor shares’. James Norrington introduces the thinking behind the piece and discusses the metrics you can use to find companies that will prosper in an unc...
Apr 25, 2025•28 min
As a wealth preservation fund, Personal Assets aims to generate returns above inflation using a long-term approach. But with uncertainty rife thanks to tariffs, the fund is facing a very “interesting” time. In our latest IC Interviews episode, Dave Baxter and Charlotte discuss the talk of the town – tariffs. Listen to the episode to hear the pair unpack the fund’s behaviour after the sell-off, why the managers are backing gold, why Charlotte doesn’t believe weight-loss drugs are a threat to alco...
Apr 22, 2025•30 min
We begin with results from electronics manufacturer, TT Electronics (TTG) . Michael Fahy and Arthur Sants explain how its North American and European divisions have been performing, and how the senior leadership is changing. Tariffs again, but from a different angle. Arthur Sants, our US correspondent, unpacks how tech stocks Apple (AAPL) and Nvidia (NVDA) are faring, what could happen next and which businesses are best set to prosper. Last up, Mark Robinson covers motor finance and lender S&...
Apr 18, 2025•36 min
As tariffs continue to send markets into a frenzy, the panel gives listeners a rundown of how we got here, what’s happening now and what lies ahead for untouched industries such as pharmaceuticals. Val Cipriani joins to discuss this week’s cover feature on the investing world beyond listed stocks. Val and Dan share how investors can get exposed to unlisted shares, how to find out what they’re worth and other tips to find out if you can trust valuations. It’s then on to Staffline’s (STAF) results...
Apr 11, 2025•36 min
The panel unpack details of the swathe of tariffs announced by US President Donald Trump. They discuss what was announced, their curious calculations , the implications on nations and stocks, and what retaliations could occur. Dave Baxter joins to discuss global equity funds, the topic of this week’s Big Read . Dave and Dan unpack the thinking behind the piece, some of the companies that crop up in the funds mentioned, including the most popular of the Magnificent Seven and more. Lastly, Jemma S...
Apr 04, 2025•35 min
Dan Jones is joined by Natasha Voase to discuss Bellway’s (BWY) results , and what they reveal about the state of the property market. The pair also unpack the future of housebuilding in light of the Spring Statement and what it means for Vistry (VTY) and Barratt Redrow (BTRW) . Val Cipriani joins to carry on the Spring Statement conversation, but changing course toward Isas and the various takes experts, investors and providers will have on changes to allowances. Lastly, we’re back to company r...
Mar 28, 2025•32 min
The Blue Whale Growth fund concentrates on large cap companies across global stock markets. US tech has dominated global indices, investors’ minds and until recently, the fund. Dave Baxter talks to manager Stephen Yiu about his updated thoughts on the Magnificent Seven, Donald Trump’s impact on the AI play, overlooked sectors and more. This episode was recorded on 24 February. Timestamps 00:29 DeepSeek 2:13 Identifying AI winners 5:36 Exiting Microsoft and US tech 9:38 Turnover in the fund 13:03...
Mar 25, 2025•36 min
Dan Jones is joined by Alex Newman and Julian Hofmann to discuss the shift away from US shares towards Europe and even the UK – and the implications for investors. Next up, Alex Newman breaks down his Big Read this week on how the ultra-rich invest and what more humble investors can learn from their investing practices. Lastly we turn our attention to UK company reporting and specifically Close Brothers (CBG) , whose results this week prompted a sell-off, with the shadow of motor finance rulings...
Mar 21, 2025•30 min
Mark Robinson sits in for Dan Jones this week and is joined by Michael Fahy to discuss building supplier stocks. The sector has had a rough few years with rising inflation and interest rates, and declining demand. Michael explores where the industry goes next. Alex Newman joins to unpack everything going on with FTSE 250 listed shipbroker Clarkson (CKN) whose share price dropped after it released results. Julian Hofmann covers the news of Germany’s rearmament . The country faces significant chal...
Mar 14, 2025•32 min
Anna Bielby took the helm at Vp in September 2023, a year after John took his own stake in the business. In this episode, Bielby, Lord Lee and IC associate editor Alex Newman discuss the equipment leasing group's history, business model, threats and opportunities. As always, Alex and John wrap up with an update on Lord Lee’s portfolio, plus his take on defence stocks. Timestamps 0:59 Introduction 3:57 Lord Lee’s history with the company 5:17 Business model & threats 6:58 Hinkley Point 8:03 R...
Mar 11, 2025•40 min
We begin with Aberdeen’s (ADBN) results, which pleased the market and sent shares up considerably. Julian Hofmann dives into the recent changes at the company and how they will impact investors. Jemma Slingo touches on another asset manager, Schroders (SDR) which also put out results. It’s then onto this week’s Big Read on the future of mining. Commodities expert and author of the piece Alex Hamer lays out what’s shifting the gears in the industry, and how miners will adapt. Listen to hear about...
Mar 07, 2025•38 min
Nick Train is the first to admit that his investors haven’t seen the returns they’re used to recently. But despite some calls that haven’t quite worked out, in this interview, he points out the areas that should make up for this in the future. Listen to Dave Baxter and the fund manager discuss holdings in the fund such as Diageo (DGE) – which he’s bullish over despite falling alcohol consumption and the threat of weight loss drugs – and companies tapping into digital trends, such as Relx (RELX) ...
Mar 04, 2025•39 min
Market darling Rolls Royce (RR) is going from strength to strength. After a return to dividends topped with a lucrative buyback, shares were up 20 per cent on the day of recording. James Norrington, author of this Rolls-Royce Deep Dive , unpacks the prospects for the business and everything investors need to know. Smith & Nephew (SN) , a medical equipment manufacturer, continues to improve operating performance. Mark Robinson and Julian Hofmann discuss the company and also touch on what’s go...
Feb 28, 2025•30 min
