Investors' Chronicle

Polar Capital Technology Trust (PCT) is one of the most popular and best-performing tech-focused funds available to DIY investors, having built up its record and fan base long before the likes of AI and ‘Magnificent Seven’ became everyday terms. And deputy manager Ali Unwin has been part of that story since 2021, helping investors access the best and brightest, and yet-to-be-discovered names in the tech world.

Val Cipriani sits down with Ali to discuss the fund’s approach in the changing AI space, how to go find the right companies when traditional ways to value stocks are stretched, a world beyond the likes of Nvidia, and plenty more.

Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.

Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.

This week’s show dives straight into Elon Musk’s SpaceX as it gears up for the biggest IPO in market history. We consider what newly released financial details reveal about the company, and whether a mooted $1.75tn valuation is a sign of market madness. Alex Hamer has the details

Coming back down to earth, we take a look at Pets at Home. The FTSE 250 retailer has struggled with a mixed outlook and regulatory scrutiny for several years now. But with a former Waitrose boss now in charge, and underlying markets starting to improve, things could be looking up. Valeria Martinez tell us what’s going on

Lastly, with the publication of the UK’s 10-year defence spending plan imminent, Michael Fahy examines recent numbers from UK manufacturers Qinetiq and Cohort, and delves into what the future holds for the companies and the wider sector.

Read more:
SpaceX’s blast-off could burn investors
Pets at Home profits hit by retail price cuts

Timestamps
00:00 Intro
01:03 SpaceX
19:14 Pets at Home
28:00 Defence

Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube

Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.

Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.

Leaving the stability of a full-time job to become self-employed is a truly daunting decision. Gone is the safety net of a monthly pay cheque, and if you want to start your own company, the pressure can feel monumental. In this episode of Women and Wealth, funds editor Val Cipriani sits down with Felicia Hjertman, head of investments at Monument Bank and former founder of an investment platform, to dive into entrepreneurship and investing.

Felicia walks through everything from starting a business, the challenges of raising money as a woman, and the emotional and financial realities of managing, and then eventually closing, a company. The pair also discuss why many women can feel excluded from the world of investing, and offer solutions on how to navigate any apprehensions.

If you have any questions you’d like Val to answer, email [email protected]

Timestamps
00:00 Introduction
00:57 Starting a business
16:24 Fundraising
27:00 The gender investment gap

Women and Wealth is the monthly podcast series from Investors’ Chronicle. You can listen and watch the episodes, alongside our other podcasts, Acast, Apple, Spotify or YouTube

Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.

Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.

With food prices in the spotlight as Rachel Reeves pushes supermarkets to cap costs for consumers, this week’s show starts further up the supply chain with pork and poultry producer Cranswick. The company reported another strong set of results, and Mark Robinson talks through the details.

Discussion then turns to this week’s Big Read on picking the perfect pension provider. In a week when the Pensions Commission outlined big gaps in the nation’s savings, it’s poignant to discuss what investors should consider when choosing a savings account. From charges to investment options, selecting the right home for your savings is vital. Helen Kirrane explains what to do.

Finally, we cast our ears to palm oil producers in Indonesia, a country already feeling the impact of higher prices and where mooted export controls hit the industry this week. Julian Hofmann gives us the details on MP Evans and AEP Plantations.

Timestamps
00:00 Intro
01:07 Cranswick
13:07 How to pick a perfect pension pot
23:13 Palm oil plantations

Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube

Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.

Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.

This week’s show kicks off with a look at FTSE 100 Reit Land Securities, which reported full-year figures. It is still shifting away from offices in favour of shopping centres and residential developments, but with gilt yields spiking again this week, will it remain a victim of circumstances beyond its control? Hugh Moorhead dives into the details. More updates on that here

Discussion then turns to Vodafone – its annual results were met with a mixed reaction, but its turnaround plan has found favour over the past year and continues at pace. Alex Newman and Dan Jones discuss whether doubling down on the UK and Africa makes sense. More on Vodafone here

To conclude, we delve into our Big Read , which, in the face of current geopolitical uncertainty, outlines five portfolios for five possible futures. Julian Hofmann explains why investors should consider scenario planning rather than predictions, and outlines what some of these different eventualities will mean for a range of investments.

Read more here:
Landsec struggles to convince on new strategy
Vodafone moves forward with greater clarity
Five ways to invest during turbulent times

Time stamps
00:00 Intro
01:08 Land Securities
09:41 Vodafone
21:29 How to shield your portfolio

Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube

Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.

Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.