Exciting British stocks & the Budget: Lee and the IC
From a disappointing run with Treatt (TET) to his belief Goodwin’s (GDWN) is Britain’s most exciting engineering company outside of Rolls Royce (RR.), and STV’s (STV) profit warning to a floor coverings business benefitting from expanding infrastructure projects; this episode covers considerable ground for all DIY investors. It concludes with reader questions, and listeners get to hear Lord Lee’s take on what may lie ahead as the Autumn Budget approaches.Timestamps 1:21 Reflections on M&G episode 4:27 Treatt9:24 Goodwin18:05 STV19:55 Venture Life22:47 James Halstead 25:00 Primary Health Properties 27:20 Workspace29:21 MS International32:57 Reader questions38:45 The Budget Hosted on Acast. See acast.com/privacy for more information.
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M&S, quantum stocks & healthcare trusts: The Companies and Markets Show
M&S’s (MKS) results kick off this week’s podcast. The beloved British retailer is delivering decent performance, but the April cyber attack has left some scars. Mark Robinson explains all investors need to know.Next, this week’s Big Read is on quantum stocks. Author James Norrington runs through the recent developments in the sector, the consequences on wider markets, the benefits to AI and more. Last up, the latest from three healthcare trusts. Val Cipriani outlines performance from Worldwide Healthcare Trust (WWH), Polar Capital Global Healthcare (PCGH) and Bellevue Healthcare (BBH), and the creative strategy one is taking to attract new investors.Marks and Spencer reveals cyber attack costIs quantum computing reaching its AI moment?Crunch time for healthcare trusts1:24 M&S11:22 Quantum computing stocks 27:18 Global healthcare trusts Hosted on Acast. See acast.com/privacy for more information.
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UK banks, Kitwave & Next 15: Companies and Markets Show
Hugh Moorhead takes stock of the UK banking sector, examining how provisions for motor finance, along with exposure to private credit, are shaping the outlook, and how regulatory changes have helped the key players.Erin Withey joins and turns attention to the first of two companies from our Aim 100 Special Report, Kitwave (KITW). The UK food wholesaler is navigating the next phase of its growth story, and despite a recent profit warning, its long-term prospects appear strong. Lastly, Valeria Martinez reviews Next 15 (NFG), the AIM-listed consultancy undergoing a major restructuring after a turbulent 2024. Valeria looks at how the business is trying to recoup sentiment, its other near-term challenges and what analysts think of the company. Hosted on Acast. See acast.com/privacy for more information.
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Don’t Panic, Profit: The psychology of better investing
Women and Wealth returns, this month looking at the psychology of better investing with Dr Ylva Baeckström. Understanding behavioural finance is crucial, as emotions can influence investment decisions and in this discussion between Investors' Chronicle's Val Cipriani and Madi Apthorpe, we find out the psychological barriers women face and the risks of market downturns. Madi and Val discuss active and passive investing strategies and cognitive biases.Madi then speaks with King's Business School lecturer Dr Ylva Baeckström about gender differences in investment approaches, advocating for improved financial education and open money discussions to create a more inclusive investment environment.Women and Wealth is the monthly podcast series from Investors' Chronicle. You can listen and watch the episodes, alongside our other podcasts, on Apple, Spotify and YouTube. Hosted on Acast. See acast.com/privacy for more information.
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Gold’s rally, Experian & Big Tech worries: The Companies and Markets Show
Gold’s recent super rally has left investors wondering what’s coming next. Alex Hamer breaks down what is driving the surge, and the recent sell-off, whether volatility is now the norm, and what analysts’ outlook is for the yellow metal. It’s then on to the credit scoring business Experian (EXPN). The US credit scoring market has come under scrutiny recently, and Valeria Martinez unpacks how exposed the company is and what it's doing in response.Continuing in the US, concerns persist over the world's largest economy and its reliance on tech stocks. Mark Robinson looks at what point AI needs to start delivering actual productivity gains before a correction occurs, and compares the AI boom to the dotcom era. Timestamps 1:16 Gold 12:34 Experian21:13 US bubbleHow to spot the gold price topWhy a US credit score overhaul actually helps Experian Hosted on Acast. See acast.com/privacy for more information.
Looking to stay informed in the world of investing? Investors' Chronicle dives into the key trends shaping today’s markets and unpacks what they mean for your investments. Featuring exclusive interviews with professional investors - whether fund managers or leading financial experts - our mission is to help you make smarter investment decisions.Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
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