Afleveringen
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On the week Donald Trump retook the position of US president, a handful of banking stocks released strong results. Jemma Slingo joins host Dan Jones to explore what investors need to know about Trump’s potential impact, the differences between UK and US banks, and a broader outlook for the year.
It’s then onto this week’s cover feature on creating five-year outlooks for markets. Alex Newman runs through his thinking behind the piece, the challenges that arise when predicting market moves, and his predictions for gold.
Last up, Julian Hoffman talks weight-loss drugs. He and Dan discuss what investors can expect in the year ahead, why Novo Nordisk’s results were disappointing, and more.
Timestamps
1:11 US banks
12:22 A five-year outlook
24:58 Biotech
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Dave Baxter and Dan Jones sit down with the founder of Saba Capital, Boaz Weinstein. Last month, Saba sent the investment trust space into disarray by announcing it wanted to unseat board members at seven underperforming trusts, and merge them or offer shareholders a way out.
In the episode, Dave and Dan grill Boaz on how Saba’s plans would work, what happens if it doesn’t win the votes, his belief that investors will benefit and more.
The deadlines for shareholders to vote on Saba’s proposals vary, but in many cases, they are due before the end of January: check with your platform for details.
How to vote in Saba's big investment trust battle
Timestamps
1:45 Are we too preoccupied with discounts?
5:04 Critiques of Saba
6:53 The plan when the results are in
10:05 Professional investors’ view
12:21 If they don’t win the votes
15:01 Cash exits for trusts
16:53 Trusts’ unlisted holdings eg. SpaceX
19:57 The strategy for a new super-entity
23:31 Where Saba’s attention will turn next
25:55 If they win the vote, will they mimic US processes?
28:10 Can Saba keep discounts in check?
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Zijn er afleveringen die ontbreken?
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This week’s episode starts off with a discussion of Games Workshop’s (GAW) results which showed strong core revenues. Valeria Martinez looks at how the business is performing geographically, the catalysts of its growth, its forecasts and more.
Julian Hofmann then gives listeners an insight into our latest cover feature on dividend minnows. He shares the background of his research on the history of dividends in the FTSE 100 and highlights what investors should be wary of when it comes to large-cap dividends. He also touches on some examples from the piece such as brickmaker, Brickabilty (BRCK).
Last up is the pig and cattle genetics company Genus (GNS). Shares were up 20 per cent in just one day earlier in the week, a change of tune from its performance in previous years. Julian touches on the backdrop for the company’s performance and why it’s hard to price.
Timestamps
1:09 Games Workshop
17:00 Income minnows
25:34 Genus
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The duo reunite after the festive period for a conversation on how Lord Lee’s portfolio performed, why he feels optimistic about the next 12 months and how he’s invested a strong flow of dividends.
The pair discuss Christie Group plc, a stock Lord Lee suggests is “severely underrated”, his opinion on what to do with a company that’s down 50 per cent, and British big-names ITV, Aviva and Supermarket Income Reit.
The episode rounds up in the typical style, updating listeners on new holdings or recent exits in Lord Lee’s portfolio.
If you have any questions you would like answered in the podcast, please send them to [email protected]
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
1:14 Optimism about the year ahead
3:48 2024 review
5:20 Reinvesting dividends
6:55 Christie Group plc
10:54 What he would do at a 50 per cent loss
13:41 Should companies consult investors
15:38 Aviva and Direct Line
19:39 ITV
21:30 Supermarket Income Reit
27:18 New positions and recent exits
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We begin with trading updates from retailers and update investors on all they need to know about Next (NXT), M&S (MKS) and Greggs (GRG). There is considerable pressure across the board due to higher national insurance contributions, rising wages and uncertain consumer sentiment. Michael Fahy, Mark Robinson and Alex Newman weigh in.
Mark Robinson talks all things risk management, the topic of our latest Big Read. Mark touches on the golden rules to follow, how to protect a portfolio and more.
Next up is bond yields, a hot topic given the market turmoil, and the team discuss what’s happening and whether bonds can still be considered a diversifier away from stocks.
Timestamps
1:21 Retailers
18:02 Risk management
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We begin the year's final podcast discussing activist investor Saba Capital. Funds editor Dave Baxter explores the impact of its demand to remove the boards of seven investment trusts and what investors should do if the changes go ahead.
It’s then onto Hollywood Bowl’s (BOWL) results. The company reported a 7 per cent rise in revenue, but shares still fell 10 per cent. Michael Fahy explains what caused the fall as well as the business's valuation.
Last up, our US-based writer Arthur Sants joins in the studio. From the recent market sell-off after comments from the Fed to the Magnificent Seven stocks, investors can find out what to expect from American markets in the coming year.
Timestamps
1:17 Saba Capital
9:31 Hollywood Bowl
17:43 The US
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
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After a busy year of geopolitical changes, there is a lot of ground to cover when discussing markets. In this episode, Simon and Dan Jones unpack everything from the mass number of moves to the US market to knotty Aim shares, and the sectors investors should keep an eye on in 2025.
Timestamps
01:02 2025 prospects
06:06 Economic backdrop
10:23 Upgrades and downgrades
15:31 Donald Trump’s presidency
21:12 His take on moves to US markets
24:16 Buybacks
29:20 Aim
32:16 IPOs and M&A
33:59 Interesting sectors
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*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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Chris Akers unpacks the latest from equipment rental company Ashtead (AHT). The figures slightly underwhelmed the market, but the biggest factor affecting the business was the announcement that it’s moving its listing to the US.
Onto our latest cover feature on behavioural psychology and investing. Alex Newman lays out his intention with the piece, as well as the importance of recognising what impact our biases have on our investment decisions.
It’s then on to the plastics business Victrex (VCT) which saw its shares shoot up recently. Julian Hofmann looks at the causes of this and Alex returns to touch on the bid for Aim-traded fintech firm Equals (EQLS).
Timestamps
01:17 Ashtead
09:05 Developmental psychology
19:56 Victrex
27:21 Equals
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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As stock pickers, the managers of The Brunner Investment Trust are looking for what they believe are great companies which can grow and deliver returns to shareholders. Whilst this may sound obvious, just what exactly are the common factors in the DNA of a “great” company? Joe Lynam quizzes portfolio manager Julian Bishop on how he and his team go about assessing companies.
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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Alex and Lord Lee sit down with the CEO of one of the holdings in Lord Lee’s portfolio: James Gundy of the shipping service company, Braemar (BMS).
James has been group CEO since 2021 and he unpacks the ins and outs of running a shipbroker on London’s main market, how it compares to its competitors and its navigation of some complicated geopolitical waters.
As always, the episode closes with an update on Lord Lee’s portfolio changes, including why he’s buying a new real estate investment trust and why he’s focusing on the changes to capital gains tax.
Timestamps
00:59 What the company does
04:23 Lead indicators
07:24 Compared to Clarksons
08:57 How Lord Lee got involved
12:51 Pricing intangibles
16:43 Why shipbroking is dominated by UK-based companies
18:20 Why Lord Lee thought it was a good investment
19:55 Is volatility good for business?
20:59 The sale to Russian oil producer Lukoil
27:16 Is Braemar under investigation?
29:39 Financials
31:58 Dividends
35:10 Lord Lee’s portfolio
38:00 Takeovers
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We begin with airlines Jet2 (JET2) and EasyJet (EZJ) who recently released results. Michael Fahy explores the current demand for travel and package holidays, and the reputational issues affecting share valuations.
The future of the North Sea is murky but the industry now has clarity on its taxes. Our commodities expert, Alex Hamer, lays out the opportunities, challenges and changing operating costs in the sector.
AJ Bell (AJB) recently changed how its users can vote at AGMs for the companies they own – offering a digital option, in the same way Interactive Investors users have been able to since 2021. Holly McKechnie unpacks why this is an important move and the impact it may have.
Timestamps
1:23 Airline stocks
12:34 The North Sea
27:04 Shareholder democracy
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
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In the latest episode of the IC Interviews, Val Cipriani, personal finance editor, sits down with Stefan Gries of BlackRock Greater Europe Trust. The fund is known for focusing on businesses with dependable profits and finds success even though it takes less risk than the average investor.
Hear Gries’s take on Dutch semiconductor stock ASML (AMS), and how the industry will fare in light of Donald Trump’s win. The duo also cover the prospects of the Chinese and UK markets, the fund’s stock-picking methods which European sectors are ripe for investor attention.
Timestamps
0:49 What the fund does
2:34 Changes to the strategy
6:02 Outlook on the market
8:53 US election result
11:06 Bullish versus Bearish
13:46 Stockpicking
17:13 Novo Nordisk
21:46 ASML
25:25 Semiconductors in the wake of Trump’s win
32:57 China and post-Covid recovery
35:55 UK market
38:19 Granola stocks
40:39 Wider European stocks
42:42 Promising sectors
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We begin with software company Sage (SGE). Shares are up and the team unpacks the drivers of this rise and explores whether investors should be concerned about competition in the industry.
Illinois Tool Works (US:ITW) next. It’s larger than all but five stocks included in the FTSE 100 but remains relatively unknown on this side of the pond. Our team explore what the company does and the metrics that lead it to feature on our annual US quality screen.
Last up, it’s property company Grainger (GRI). Demand has been strong this year but its share price has been relatively flat. We look at why this is the case and how the valuation appears.
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British-based luxury fashion brand Burberry (BRBY) has had a hard time of late. Our team delve into what’s gone wrong over and question whether the low valuation is attractive enough for investors to take a gamble.
It’s then onto our Investment Trust Special. We explore what trusts are most vulnerable to consolidation and some that could be fruitful in the changing macroeconomic environment.
Last up, it’s specialist British chemical company Croda (CRDA). The latest update shows signs of life but two profit warnings over the past 18 months could hold back its growth. Julian Hofmann looks into the details.
Timestamps
1:31 Burberry
15:38 Investment trusts
27:48 Croda
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
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Lord Lee and Alex reunite just a day after the US election result and a week on from the Autumn Budget. In the episode, the pair unpack how the latter will affect UK private investors and the economy at large, and Lord Lee gives his opinion on the effectiveness of the changes announced by chancellor Rachel Reeves.
Also, listen to find out the changes to Lord Lee’s portfolio and his take on Trump’s presidential win.
Timestamps
1:18 Why the Budget is pleasing for private investors
3:42 Lord Lee’s view of Labour’s tone
7:19 Nichols and FW Thorpe sales
10:03 Will Budget changes mean a change in tactic?
11:14 Inheritance tax
13:05 Niche markets
15:40 Impact on family businesses property relief and farms
18:32 What should Labour aim for
21:25 How Lord Lee's portfolio has been recently
25:14 Trump’s reelection
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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
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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
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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
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