Capitalising on AI and data & the Rolls Royce turnaround: The Companies and Markets Show

Capitalising on AI and data & the Rolls Royce turnaround: The Companies and Markets Show

We begin with Julian Hoffman who delves into the details of recently published banking results. He explains what was hidden inside Barclays’ results and whether it can afford its £10bn payout to shareholders. Julian and Dan also discuss HSBC’s impairments and NatWest’s dividend.


Val Cipriani has written this week’s cover feature on taking advantage of the growing need for data centres. She and Dan discuss the background to the piece, the operators and the headwinds they face, and she explains how investors can capitalise on this real estate-cum-infrastructure industry.


Last but certainly not least, Michael Fahy talks about Rolls Royce, whose profit more than doubled to £1.6bn. He discusses what investors can learn from this growth and whether or not the momentum will continue.




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.

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AI inflation, defence stocks and India funds: Companies and Markets Show

AI inflation, defence stocks and India funds: Companies and Markets Show

This week begins with how booming demand for AI infrastructure is driving a sharp increase in the price of memory chips. Erin Withey is in the studio to explain what this means for supply chains, whic...

17 Heinä 28min

Labour’s social media plans, house prices and legal stocks: Companies and Markets Show

Labour’s social media plans, house prices and legal stocks: Companies and Markets Show

This week’s show begins with Labour’s decision to force tech giants to give more prominence to traditional news broadcasters on social media, to help battle misinformation. Valeria Martinez discusses ...

10 Heinä 26min

What is the gender health gap – and how to beat it

What is the gender health gap – and how to beat it

The gender health gap is an issue which affects far more than just wellbeing; it impacts your career, earnings and long-term financial stability.In this episode of Women and Wealth, funds editor Val C...

7 Heinä 24min

AI vs recruiters, another IPO and farming stocks

AI vs recruiters, another IPO and farming stocks

In this week’s episode, we turn to Britain’s recruitment stocks. Valeria Martinez looks at the impact of AI on hiring demand, which is hitting share prices, and also discusses the perennial question: ...

3 Heinä 35min

Ocado, asset managers and Telecom Plus: Companies and Markets Show

Ocado, asset managers and Telecom Plus: Companies and Markets Show

This week, we begin with online grocer Ocado (OCDO) following reports of a CEO switch. Julian Hofmann dives into what a potential change at the top will mean for the FTSE 250 company that has struggle...

26 Kesä 29min

AO World, wealth managers & Castings: Companies and Markets Show

AO World, wealth managers & Castings: Companies and Markets Show

This week, we begin proceedings with a look at the contrasting fortunes of two UK wealth managers: Aim-traded Tatton Asset Management (TAM) continues to reap rewards from its dominance of the model po...

19 Kesä 31min

Meeting with Fevara’s CEO: Lee and the IC

Meeting with Fevara’s CEO: Lee and the IC

Fevara (FVA:127p) may be new in name, but its roots and expertise stretch back more than a century through the former Carr’s Group. In the wake of this major transformation, the livestock supplements ...

16 Kesä 44min

Investing in photonics, GSK and new opportunities in venture capital: Companies and Markets Show

Investing in photonics, GSK and new opportunities in venture capital: Companies and Markets Show

This week’s show dives straight into safety and equipment maker Halma (HLMA), which reported its full-year results on Thursday morning. It may be time to re-evaluate the company’s description as one o...

12 Kesä 33min

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