Investors' Chronicle podcast

#Trading #Business #News #Investors Chronicle #Investing #Ftse 100 #Marketing News

44:18

AI and Generative AI are transforming cybersecurity by enhancing threat detection and response. These technologies offer unmatched accuracy and efficiency, making them crucial for protecting sensitive data. As cyber threats evolve, integrating AI into security strategies is essential. This week, Dave, Esmee and Rob talk to Corence Klop, CISO at the Rabobank, about the expanding role of AI and Generative AI in cybersecurity, and how to begin integrating these technologies into your organization. TLDR 04:45 Rob is confused about wrong AI information for a hotel booking 08:20 Conversation with Corence 33:40 How can you identify the state of flow for your end-user in agile practices? 40:50 Going to the swimming pool and disco with your daughter Guest Corence Klop: https://www.linkedin.com/in/corenceklop/ Hosts Dave Chapman: https://www.linkedin.com/in/chapmandr/ Esmee van de Giessen: https://www.linkedin.com/in/esmeevandegiessen/ Rob Kernahan: https://www.linkedin.com/in/rob-kernahan/ Production Marcel van der Burg: https://www.linkedin.com/in/marcel-vd-burg/ Dave Chapman: https://www.linkedin.com/in/chapmandr/ Sound Ben Corbett: https://www.linkedin.com/in/ben-corbett-3b6a11135/ Louis Corbett: https://www.linkedin.com/in/louis-corbett-087250264/ ' Cloud Realities' is an original podcast from Capgemini…

Investors' Chronicle

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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.

1071 episodes

Investors' Chronicle

315 subscribers

updated il y a environ 4 jours

maison des série•Feed

Investors' Chronicle is a service by the Financial Times.

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

1071 episodes

#Trading #Business #News #Investors Chronicle #Investing #Ftse 100 #Marketing News

Semua episod

1
Tariffs & investing beyond the stock market: The Companies and Markets Show 35:58

il y a environ 4 jours35:58

35:58

As tariffs continue to send markets into a frenzy, the panel gives listeners a rundown of how we got here, what’s happening now and what lies ahead for untouched industries such as pharmaceuticals. Val Cipriani joins to discuss this week’s cover feature on the investing world beyond listed stocks. Val and Dan share how investors can get exposed to unlisted shares, how to find out what they’re worth and other tips to find out if you can trust valuations. It’s then on to Staffline’s (STAF) results. Valeria Martinez reveals why it held up better than its recruiting peers and what its recent PeoplePlus disposal means for the business in the future. Timestamps 1:53 Market frenzy 18:13 Unlisted stocks 28:27 Staffline 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.…

1
What Trump’s tariffs mean for stocks: The Companies and Markets Show 35:24

il y a environ 11 jours35:24

35:24

The panel unpack details of the swathe of tariffs announced by US President Donald Trump. They discuss what was announced, their curious calculations , the implications on nations and stocks, and what retaliations could occur. Dave Baxter joins to discuss global equity funds, the topic of this week’s Big Read . Dave and Dan unpack the thinking behind the piece, some of the companies that crop up in the funds mentioned, including the most popular of the Magnificent Seven and more. Lastly, Jemma Slingo covers the latest on Aviva (AV.) , which is attempting to cancel its preference shares . It argues they are an ‘inefficient form of funding’, but investors are not too happy with the move. Timestamps 1:41 Tariffs 21:15 Global equity funds 28:15 Aviva 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.…

1
Housebuilders, Isas & Fevertree: The Companies and Markets Show 32:20

il y a environ 17 jours32:20

32:20

Dan Jones is joined by Natasha Voase to discuss Bellway’s (BWY) results , and what they reveal about the state of the property market. The pair also unpack the future of housebuilding in light of the Spring Statement and what it means for Vistry (VTY) and Barratt Redrow (BTRW) . Val Cipriani joins to carry on the Spring Statement conversation, but changing course toward Isas and the various takes experts, investors and providers will have on changes to allowances. Lastly, we’re back to company results with Fevertree (FEVR) . Mark Robinson explores the wider trends in the beverages sector and the company’s deal with brewer Molson Coors. Timestamps 1:27 Housebuilders 11:12 Isas 21:32 Fevertree 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.…

1
‘I don’t believe in tech’: Stephen Yiu of Blue Whale Growth 36:01

il y a environ 20 jours36:01

36:01

The Blue Whale Growth fund concentrates on large cap companies across global stock markets. US tech has dominated global indices, investors’ minds and until recently, the fund. Dave Baxter talks to manager Stephen Yiu about his updated thoughts on the Magnificent Seven, Donald Trump’s impact on the AI play, overlooked sectors and more. This episode was recorded on 24 February. Timestamps 00:29 DeepSeek 2:13 Identifying AI winners 5:36 Exiting Microsoft and US tech 9:38 Turnover in the fund 13:03 Evolution of the fund 16:55 Valuations 20:10 European and Asian companies 21:54 Trump and the trade war 23:33 Areas to keep an eye on 27:30 Compelling themes in the fund beyond AI 32:09 Overlooked companies 34:24 Danaher Hosted on Acast. See acast.com/privacy for more information.…

1
The great rotation, the ultra-rich & Close Brothers: The Companies and Markets Show 29:40

il y a environ 24 jours29:40

29:40

Dan Jones is joined by Alex Newman and Julian Hofmann to discuss the shift away from US shares towards Europe and even the UK – and the implications for investors. Next up, Alex Newman breaks down his Big Read this week on how the ultra-rich invest and what more humble investors can learn from their investing practices. Lastly we turn our attention to UK company reporting and specifically Close Brothers (CBG) , whose results this week prompted a sell-off, with the shadow of motor finance rulings lingering over the company. 1:29: The great rotation 16:50: The Big Read: Ultra-rich Investors 23:51: Close Brothers Hosted on Acast. See acast.com/privacy for more information.…

1
Building stocks, Germany’s rearmament & Reach: The Companies and Markets Show 31:49

il y a 4 weeks31:49

31:49

Mark Robinson sits in for Dan Jones this week and is joined by Michael Fahy to discuss building supplier stocks. The sector has had a rough few years with rising inflation and interest rates, and declining demand. Michael explores where the industry goes next. Alex Newman joins to unpack everything going on with FTSE 250 listed shipbroker Clarkson (CKN) whose share price dropped after it released results. Julian Hofmann covers the news of Germany’s rearmament . The country faces significant challenges to fund and implement its colossal plan, but stocks are already reaping the benefits. Last up, Valeria Martinez discusses digital revenues in publishing , specifically focusing on Reach (RCH) . Mark and Valeria unpack how its new business plan could impact growth. Timestamps 5:18 Building suppliers 15:12 Clarkson 18:51 Germany’s rearmament 26:10 Reach Hosted on Acast. See acast.com/privacy for more information.…

1
Meeting Vp’s CEO: Lee and the IC 39:34

il y a 5 weeks39:34

39:34

Anna Bielby took the helm at Vp in September 2023, a year after John took his own stake in the business. In this episode, Bielby, Lord Lee and IC associate editor Alex Newman discuss the equipment leasing group's history, business model, threats and opportunities. As always, Alex and John wrap up with an update on Lord Lee’s portfolio, plus his take on defence stocks. Timestamps 0:59 Introduction 3:57 Lord Lee’s history with the company 5:17 Business model & threats 6:58 Hinkley Point 8:03 Rail demand 11:11 How it fits in Lord Lee’s portfolio 12:37 Questions from Lord Lee 15:33 Current trading outlook 17:49 Impact of tariffs 18:37 Dividend 22:38 2022 sale saga 25:24 Concerns over weak valuations 28:24 Financials 34:39 Changes to Lord Lee’s portfolio 36:24 Defence 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.…

1
Where mining goes next, Aberdeen & defence ETFs: The Companies and Markets Show 37:40

il y a 5 weeks37:40

37:40

We begin with Aberdeen’s (ADBN) results, which pleased the market and sent shares up considerably. Julian Hofmann dives into the recent changes at the company and how they will impact investors. Jemma Slingo touches on another asset manager, Schroders (SDR) which also put out results. It’s then onto this week’s Big Read on the future of mining. Commodities expert and author of the piece Alex Hamer lays out what’s shifting the gears in the industry, and how miners will adapt. Listen to hear about permitting and copper mining operations in the US, gold and rare earths. Following the announcement the German government will up its defence spending, Julian Hoffman and Dave Baxter discuss the latest in the defence industry and the ETFs that offer investors a chance to take advantage. Note: The show contains a brief, erroneous mention to Premier African Minerals (PREM) . The correct company is Pan African Resources (PAM) . Timestamps 1:48 aberdeen 8:11 Schroders 13:25 Mining 28:01 Defence 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.…

1
There are AI winners apart from Nvidia: Nick Train of Finsbury Growth & Income 39:00

il y a 6 weeks39:00

39:00

Nick Train is the first to admit that his investors haven’t seen the returns they’re used to recently. But despite some calls that haven’t quite worked out, in this interview, he points out the areas that should make up for this in the future. Listen to Dave Baxter and the fund manager discuss holdings in the fund such as Diageo (DGE) – which he’s bullish over despite falling alcohol consumption and the threat of weight loss drugs – and companies tapping into digital trends, such as Relx (RELX) . The pair also cover moving away from dividends, the state of UK asset managers, activism in the investment trust space and more. This episode was recorded on 24 February. Timestamps 00:51 What could end the underperformance 3:50 Stronger and weaker points of the portfolio and Relx 6:08 How much of the portfolio targets digital trends 8:05 Performance issues 12:39 Diageo 20:32 Unilever 23:46 Consumer exposure 26:20 UK market woes 29:42 Rightmove 31:56 Schroders and UK asset managers 33:33 Investment trusts 36:02 Clarkson and Intertek Hosted on Acast. See acast.com/privacy for more information.…

1
Rolls Royce, banking stocks and Smith & Nephew: The Companies and Markets Show 30:14

il y a 7 weeks30:14

30:14

Market darling Rolls Royce (RR) is going from strength to strength. After a return to dividends topped with a lucrative buyback, shares were up 20 per cent on the day of recording. James Norrington, author of this Rolls-Royce Deep Dive , unpacks the prospects for the business and everything investors need to know. Smith & Nephew (SN) , a medical equipment manufacturer, continues to improve operating performance. Mark Robinson and Julian Hofmann discuss the company and also touch on what’s going well for med-tech business Uniphar (UPR) . Last but not least, Jemma Slingo unpacks our latest Big Read on banks. It hasn’t been a huge season for guidance upgrades, but there are still positives for the year. Listen to find out more. Timestamps 1:29 Rolls Royce 10:37 Smith & Nephew 19:15 Banks 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.…

1
Nvidia, Money Supermarket & Wood Group: The Companies and Markets Show 32:10

il y a 7 weeks32:10

32:10

We begin with Mony Group (MONY) , better known as Money Supermarket, whose results showed the insurance industry isn’t struggling as some fear. Mark Robinson shares all investors need to know. Arthur Sants, our US correspondent and author of this week’s Big Read on Nvidia (NVDA) , explains the key points from the article. From the threat of DeepSeek and Chinese sanctions to potential positives for the future. Last up, Alex Hamer unpacks the latest on engineer and consultant Wood Group (WG) . The company’s CFO has stepped down after claiming he was more qualified than he was. Alex and Dan discuss the backdrop and where the valuation now stands. Timestamps 1:08 Mony Group 9:49 Nvidia 23:54 Wood Group 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.…

1
Vietnam and India will benefit from China’s fall: Carson Block of Muddy Waters Resrearch 36:21

il y a 8 weeks36:21

36:21

Founded in 2010 by Carson Block, Muddy Waters Research is best known for its short-selling, predominantly in the mid-cap space. In this episode of IC Interviews, Block joins Dave Baxter to discuss what it would take for him to bet against the Magnificent Seven, the UK activist investing landscape, opportunities in Vietnam and India, and why China is uninvestable. This episode was recorded on 5 February. Timestamps 00:31 State of short selling 9:04 What could change the market 16:30 Going against the Magnificent 7 18:16 Opportunities in UK sectors 21:28 Saba Capital 23:18 Vietnam fund 27:15 China 30:48 India 33:03 How short and long differ 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.…

1
Renishaw, Filtronic & British American Tobacco: The Companies and Markets Show 36:24

il y a 8 weeks36:24

36:24

Christoper Akers kicks off the podcast with engineer Renishaw’s (RSW) results. From supply chain issues to long-standing murmurs of a sale, find out why investors were disappointed. Valeria Martinez then unpacks designer and manufacturer Filtronic (FTC) , whose results were warmly received by the market. Listen to find out how the firm landed contracts with SpaceX, which has been a leading factor in its 300 per cent share price increase over the past year, and how it is expanding to grow its customer base. Last up, we cover British American Tobacco (BAT) . Its latest results were not as strong as hoped, thanks to a struggling tobacco alternatives market and strong competition from Philip Morris (PM) . Mark Robinson explains all investors need to know. This episode was recorded on 13 February. Timestamps 1:30 Renishaw 9:24 Filtronic 25:06 British American Tobacco 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.…

1
Why finance should be taught in schools: Lee and the IC 35:30

il y a 9 weeks35:30

35:30

This month, Lord Lee and Alex are joined by Member of Youth Parliament, Cameron Holt. At just 16 years old, Cameron’s goal is to get the government to recognise it is failing children with financial literacy. He believes, that through incorporating it into the curriculum, children will increase their confidence in a post-education world, and be more wary of the dangers of online fraud and debt. In the episode, the trio unpack the issues facing children and young people. From ways schools, parents and grandparents can increase young people’s interest in finances, to a petition Cameron has started which he hopes will make financial education statutory in secondary schools across the UK. The podcast rounds up with an update from Lord Lee’s portfolio, including news on holdings Town Centre Securities (TOWN), Concurrent Technologies (CNC) and PZ Cussons (PZC), plus his take on how Donald Trump will affect the UK. Click here to sign Cameron’s petition to make financial lessons statutory in schools. If you have any questions you want to pose to Lord Lee and Alex, write to alex.newman@ft.com Read Cameron’s article for the Investors’ Chronicle here Timestamps 1:16 Cameron Holt 5:04 What needs to change with financial education 6:03 Lord Lee’s experience of learning about finance 9:59 Cameron’s study 12:55 NatWest shares 14:24 Do schools offer financial advice on university 16:14 How to bridge the gap in financial literacy among children 21:35 Cameron’s petition 24:51 Updates on Lord Lee’s portfolio 27:45 Town Centre Securities 29:42 Supermarket Income Reit 30:41 Concurrent Technologies 31:47 PZ Cussons 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.…

1
Pharma results, Crest Nicholson & Compass Group: The Companies and Markets Show 36:39

il y a 10 weeks36:39