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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 CEO interviews, company-specific shows and special in-depth discussions on big market themes.
 
The Manning Up On Real Estate Podcast dives brings you the interviews from industry experts to help you MAN UP on your real estate career. Whether you are an Investor, REALTOR, Mortgage Broker or just interested in the Real Estate Entrepreneurship, there is something for everyone! Cameron, as both an Award Winning Investor himself and Top Performing REALTOR(R) in the Greater Vancouver market and brings with him a unique perspective into the Real Estate Industry. Support this podcast: https:/ ...
 
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Investors' Chronicle's economist Chris Dillow tells Mary McDougall why he’s not worried about prolonged inflation and why he thinks the central bank is right to keep monetary policy loose. He also shares his wisdom on lead indicators that can help you understand when you should consider buying and selling, and why thinks private equity is an import…
 
On this episode, Cameron sits down to talk Instagram with Candice Morales. Candice is an Instagram Coach and most recently has become a Brand Strategist with the Sell It Like Serhant Group, which is a HUGE endorsement to her skills. Candice is a licensed REALTOR(R) based out of Las Vegas Nevada, but she specifically focuses in on her niche which is…
 
In this episode we are honorarily changing the name of this podcast to The "Womaning Up On Real Estate Podcast" in honor of our guest Lindsay Gowan! We are excited to have Lindsay join us on this episode, because Lindsay stands for everything that we preach both on this Podcast and in real life. Lindsay started her Real Estate Journey similar to ma…
 
From internet giants like Alibaba (US:BABA) to education and property companies, the recent regulatory crackdown in China has sent many leading Asia stocks into a tailspin. Is this an investment opportunity, a warning or a simple reminder of the risks in the developing world? In this chat with Dave Baxter, Asia and emerging market fund manager and …
 
Active fund managers have gradually been losing market share to cheaper, passive alternatives. Yet the best active funds have significantly outperformed their benchmarks over long time periods. In this interview, Jason Hollands, managing director at Tilney Smith & Williamson discusses what we can learn from Bestinvest’s latest ‘Spot the Dog’ fund r…
 
This podcast episode from Allianz Technology Trust, looks at the ‘new normal’ post-pandemic where remote working will mix with on-site working where possible. The team discuss how this will benefit businesses that can make this new hybrid workplace both effective and efficient. Furthermore, new generations have changing expectations of work. Combin…
 
Joining us in this episode is a REALTOR(R) who is absolutely making waves in the market of Toronto. Lu Zhou is a powerhouse in many facets of the Real Estate Industry in Toronto leading her to be in the TOP 1% of Agents in the Toronto Real Estate Board. Lu brings her passion about for Real Estate in every conversation we have had and it is no diffe…
 
There are lots of reasons why investment trusts swing to discounts, and spotting those that might soon tighten can significantly boost shareholder returns. That’s the business of Miton Global Opportunities (MIGO), which looks to own trusts with potential for a narrowing discount as well as net asset value growth. In this interview, manager Nick Gre…
 
Chrysalis Investments (CHRY) has made considerable gains by backing a small number of rapid growth companies, with a heavy weighting in fintech. In this interview, co-managers Nick Williamson and Richard Watts tell Mary McDougall why they aim to invest in companies before flotation and why they believe the opportunity for so-called crossover invest…
 
The stimulus needed to support the economy over the pandemic has caused a spike in public debt and rising inflation fears. To help make sense of what might come next, Nick Macpherson, former Treasury chief, tells Mary McDougall how he thinks the government should approach bringing the nation’s debt under control, and why it matters. Discussing the …
 
Here is an exciting interview! Cameron sat down with Hip Hop Icon Chad "Ap" Bromley better known in the music industry as "Apathy". Apathy has been a recording artist who has been touring the world for more than 24 years, after discovering his love for the genre at a very young age. Hip Hop was something that he and his father would bond over as hi…
 
Temple Bar Investment Trust (TMPL) has surged ahead in the last year but its focus on "old economy" UK stocks may be off-putting for some. In this interview RWC Partners fund managers Ian Lance and Nick Purves, who took over the portfolio last year, make the investment case for Big Oil, miners, some retail names and other stocks some investors love…
 
In this podcast episode from The Merchants Trust, portfolio manager Simon Gergel looks back over the five years since the Brexit referendum where many different factors combined to create a particularly extraordinary and challenging period for the UK market. However, the trick has been to look through the various market uncertainties and using that…
 
Tim Creed and his colleagues certainly have their hands full, having taken over the former Woodford Patient Capital trust in 2019. They also work on a separate trust, Schroder British Opportunities (SBO), which launched late last year with a focus on the "once in a generation" demand for post-pandemic finance among listed and unlisted entities in t…
 
TikTok is rapidly changing as an platform and it is no longer just an app for "the kids". Like most apps, TikTok has now been attracting a more mature audience. Due to this growth of the app, it is quickly becoming a great tool for Professionals to use in their Social Media Strategies, as it still promotes significant organic growth. Our guest Greg…
 
As a dedicated value investor, River & Mercantile fund manager Hugh Sergeant has perhaps unsurprisingly made big gains from the cyclical rally of recent months, with the River and Mercantile UK Recovery and River and Mercantile Global Recovery funds posting big returns. Now, with the rebound losing some of its momentum in the last few weeks, he mak…
 
As inflation rises, inventors are questioning if central bankers are right that inflation will only be transitory. Today’s podcast guest - Karl Sternberg, chairman of the investment committee of Christ Church, one of the largest Oxbridge endowments - says there is a good case to be sceptical about central banks’ ability to ensure monetary stability…
 
James De Uphaugh and his team might have questioned their luck when they took over the running of the Edinburgh Investment Trust in March 2020. Sixteen months on, the trust has both outperformed its benchmark and recovered its pandemic losses, all with a UK-dominated equity portfolio. In this conversation with the IC, the Majedie Asset Management c…
 
On this episode we sit down with the power house team of Amy Leong & Ally Ballam from Engel & Volkers in Downtown Vancouver. Amy & Ally both have a high passion for the business of Real Estate not just as agents, but as Investors themselves! They take their passion and pour it into each and everyone of their clients helping them see the true potent…
 
In this interview, Charles Stanley head of passives Lynn Hutchinson and Morningstar passive strategies analyst Briegel Leitao talk to Dave Baxter about some of the biggest recent developments in the ETF world and what they mean for investors. They look at the rapid rise of thematic funds, the continuing evolution of ESG investing in a passive forma…
 
Europe can be overlooked by investors, but following encouraging economic data, significant fiscal expansion and a slew of companies beating earnings expectations, its stock market - as measured by MSCI Europe ex UK Index - has beaten all other major investing regions so far this year. In this interview, Jamie Ross, manager of Henderson Eurotrust (…
 
We had the opportunity to sit down with Kyle Henry with the Prime Real Estate Brokerage out of London Ontario. Kyle specializes at Prime in the New Construction Business where he brings past skills working on new homes to his clients. He has honed his skills in lead generation form of Cold Calling, something that most people fear. During this episo…
 
Stephen Yiu, manager of Blue Whale Growth Fund, tells Mary McDougall how he constructs a concentrated portfolio of companies he believes are very high quality and can do well in all macroeconomic conditions. He shares why he has sold Unilever (ULVR), Boston Scientific (US:BSX) and Moncler (IT:MONC), and why he has conviction in Kering (FR:FER), Ado…
 
Nick Kirrage and Simon Adler, managers of Schroder Global Recovery Fund and Schroder Recovery Fund, tell Leonora Walters about their approach to value investing and how they take advantage of behavioural biases. They also set out why they like financials and energy companies. While Schroder Global Recovery has underperformed its peers over the past…
 
There's a lot of hype around crypto, but blockchain technology is in its infancy - and has the potential to overhaul how we do business. In this interview, Frederik Gregaard, chief executive officer of the Cardano Foundation, tells James Norrington what the Cardano platform is trying to achieve and why many cryptocurrencies shouldn’t be thought of …
 
Adrian Lim and Pruksa Iamthongthong, co-managers of Asia Dragon Trust (DGN), tell Mary McDougall what they have been buying and selling as vaccination programmes progress and inflation fears pick up. They explain why they continue to support new economy stocks, how the antitrust proceedings are progressing in China and if climate change might threa…
 
In this podcast episode from The Brunner Investment Trust, a three-part discussion covers; recent developments in volatile markets, how a different approach from policy makers around the world is providing ongoing monetary and fiscal stimulus plus a focus on the healthcare industry, and a look at the Trust's annual results and the current dividend/…
 
Janus Henderson's James Henderson tells Mary McDougall where he thinks the best value is in the UK stock market, what his favourite holdings are, how he values companies and what the key differences are between the funds he manages. James is co-manager of Lowland Investment Company (LWI), Henderson Opportunities Trust (HOT) and the equity portfolio…
 
In this interview, three fund managers from Liontrust’s Sustainable Future investment team tell Dave Baxter how a planned ESG investment trust will differ from the funds they already run. Peter Michaelis, Simon Clements and Chris Foster also discuss the most important ESG criteria to use in different sectors, how to deal with a holding that runs in…
 
Emerging markets are not associated with high environmental, social and governance (ESG) standards but Mobius Investment Trust applies this kind of investment approach in these regions. The trust's co-manager, Carlos Hardenberg, explains how it is possible to do this, how ESG standards vary in different countries and he also takes ‘culture’ factors…
 
Baillie Gifford has delivered some tremendous returns to investors across a wide range of funds over a long period of time, and the man at the heart of it all has been Charles Plowden, joint senior partner and chief of Baillie Gifford’s investment staff from 2006 to 2021. In this interview, Charles tells Mary McDougall how the Scottish firm has gro…
 
We’re all very grateful to the healthcare industry for the amazing work it has done to create vaccines and treatments to help fight the pandemic. But what is the investment outlook now for the companies in the biotech sector? In this interview, Ailsa Craig of the International Biotechnology Trust (IBT) shares what types of companies she looks to ow…
 
A cashless, cashier-less supermarket experience. Simply walk in, load up your bags, and walk out, without any queuing, fumbling for wallets or human interaction whatsoever. This is not out the pages of a sci-fi novel, but a new venture from Amazon that has recently arrived on the streets of London. Yes, this month ‘Amazon Fresh’ has opened in two l…
 
On this week's Alpha Podcast John Hughman and Phil Oakley explain how Morrison's is shaping up into an online grocery powerhouse, why life in an uber-competitive post-lockdown takeaway market may be tough for Domino's Pizza, and why shares in the LSE could be worth a nibble as it gets itself in shape. See acast.com/privacy for privacy and opt-out i…
 
The streaming industry has some big names at the top, with Netflix and Amazon Prime both boasting over 150 million worldwide subscribers each. But that has not stopped Hollywood giant Walt Disney throwing its hat into the streaming ring with its latest project, Disney+. See acast.com/privacy for privacy and opt-out information.…
 
Professor Baruch Lev is the soothingly eloquent voice of reason in a world of accounting which is becoming increasingly unhelpful. He - and the IC’s very own Algy Hall - argue that the financial reports do not reflect the true value of companies because they fail to account for the all important intangible assets. This podcast will open your eyes t…
 
With nearly 40 million cars on the road, the UK motoring business is worth around £80bn. And that is just a fraction of the global market: between automotive manufacturing, sales, you’re looking at the world’s largest industry. But is it one worth investing in? This is an industry undergoing massive change which is sometimes out of its control. Whi…
 
The UK loves chocolate - the average Brit eats around 8kg of chocolate a year. And we’re not the only ones. The chocolate industry is worth over $100bn worldwide, and growing. So grab a hot chocolate, reach for a box of celebrations, and join in the discussion about the big business of confectionery. See acast.com/privacy for privacy and opt-out in…
 
What's a sensible proportion of your portfolio to invest in Bitcoin and other crypto assets? James Norrington speaks to Vilhelm German, Chief Technology Officer at Swiss crypto exchange Bitnuk.com. who as you would expect is bullish but he still believes investors should be circumspect. Since the interview was recorded last week Bitcoin broke the $…
 
On the week's Not Your Normal Finance Show we visit the volatile world of cryptocurrencies, and the most famous of them all: bitcoin. John Hughman speaks to the IC's Oliver Telling to find out what bitcoin is, how you can buy it, and whether you should. And James Norrington hears the bull case from Vilhelm German, Chief Technology Officer at Swiss …
 
China is a market that investors simply cannot ignore. Despite being the epicentre of the pandemic and at the helm of geopolitical tensions, it had the best performance of any major stock market last year and innovation is proceeding in some Chinese companies at a rate second to none. But there are concerns about bubbles forming in some sectors. In…
 
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