Investors' Chronicle
Cranswick, the perfect pension & palm oil: Companies and Markets Show
A financial podcast covering three main topics: Cranswick's strong full-year results showing consistent earnings beats and strategic expansion, considerations for choosing personal pension providers including fees and customer service, and the impact of Indonesia's proposed export controls on UK-listed palm oil producers MP Evans and AEP Plantations.
How to pick funds, Diageo & hotel stocks: Companies and Markets Show
This episode of the Companies and Markets Show covers quarterly updates from IHG and Whitbread amid geopolitical uncertainty around the Strait of Hormuz, a look at Diageo's improving but still challenged business ahead of a new strategic announcement, and a detailed guide on how to pick investment funds, including common mistakes and key metrics to evaluate.
‘There’s a lot of value in emerging markets’ - Paul Niven of F&C
Paul Niven, manager of the F&C Investment Trust, discusses the trust's diversified multi-manager approach to global equities and private equity, its performance relative to peers and benchmarks, and current portfolio positioning amid geopolitical volatility caused by a war involving Iran. He outlines why diversification rather than concentration is central to their strategy, and where he sees opportunities in emerging markets, the US, and private equity.
Electrifying your portfolio & chemical stock struggles: Companies and Markets Show
The Companies & Markets Show covers three main topics: the recovery of precision electronics companies supplying the semiconductor industry (Renishaw, Oxford Instruments, XP Power), a broad examination of electrification as a defining investment theme of the 21st century, and a turnaround analysis of specialty chemicals company Synthoma, which is navigating heavy debt while ironically benefiting from the closure of the Strait of Hormuz.
Isas, apps and platforms: Where to invest your money
Hosts Val Cipriani and Holly McKechnie from Investors Chronicle's Women & Wealth podcast discuss how to choose an investment platform, covering key factors like costs, investment options, and support levels. They categorize platforms into money apps, traditional DIY platforms, and trading platforms, then provide brief overviews of five major UK platforms: Hargreaves Lansdowne, AJ Bell, Interactive Investor, Vanguard, and Fidelity.