Investors' Chronicle

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.Timestamps01:02 2025 prospects06:06 Economic backdrop 10:23 Upgrades and downgrades 15:31 Donald Trump’s presidency 21:12 His take on moves to US markets24:16 Buybacks29:20 Aim32:16 IPOs and M&A33:59 Interesting sectors 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. Hosted on Acast. See acast.com/privacy for more information.

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).Timestamps01:17 Ashtead09:05 Developmental psychology19:56 Victrex27:21 EqualsClaim 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. Hosted on Acast. See acast.com/privacy for more information.

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 Hosted on Acast. See acast.com/privacy for more information.

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.Timestamps00:59 What the company does04:23 Lead indicators07:24 Compared to Clarksons 08:57 How Lord Lee got involved12:51 Pricing intangibles16:43 Why shipbroking is dominated by UK-based companies18:20 Why Lord Lee thought it was a good investment19:55 Is volatility good for business?20:59 The sale to Russian oil producer Lukoil27:16 Is Braemar under investigation? 29:39 Financials31:58 Dividends35:10 Lord Lee’s portfolio 38:00 Takeovers 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 £1 Hosted on Acast. See acast.com/privacy for more information.