IC Interviews: Small-cap stockpicker Rosemary Banyard
With more than 30 years experience under her belt, Rosemary Banyard is no fledgling in the investment world. She developed her reputation as one of the leading UK female fund managers while at Schrode...
10 Okt 202331min
The Companies and Markets Show: Volution, investment trust discounts & the bond yield spike
On today’s episode, we start with a look at the latest full-year results from underappreciated ventilation equipment group Volution, which has been under the cosh somewhat this summer. Michael Fahy, w...
6 Okt 202334min
Partner Content: AI – opportunity or threat?
ChatGPT has brought artificial intelligence (AI) firmly into investors’ sights in 2023. But, where are we today in terms of AI and its applications, and where are we going in the future? Cherry Reynar...
2 Okt 202315min
The Companies and Markets Show: Pendragon, disinflation and pet care
Mark Robinson kicks off today’s podcast with a discussion about used-car retailer Pendragon’s (PDG) results. The company’s rating has shifted in the past year since AutoNation Inc’s (US:AN) £447mn tak...
29 Sep 202330min
‘You only need two things to become a successful investor’ | Lee and the IC
Alex Newman is joined by Lord John Lee in the Financial Times studio, marking the first episode of a new series from the Investors’ Chronicle – Lee and the IC.With decades of experience as a ‘do-it-yo...
27 Sep 202337min
IC Interviews: Simon Barnard of Smithson Investment Trust
As Investment Manager at Smithson Investment Trust, a growth-focused fund run by the team behind Fundsmith Equity, Simon Barnard is a key player in companies that have “already won”.Dave Baxter and Ba...
26 Sep 202336min
The Companies and Markets Show: Elixirr, Vodafone and Judges Scientific
The episode begins with Jemma Slingo, who runs through the recent results from listed management consultant Elixirr. What can the interim figures tell us about future growth?It’s then on to Arthur San...
22 Sep 202333min
The Companies and Markets Show: Melrose, Dowlais and the cost of capital
Our company experts Michael Fahy and Julian Hofmann begin by sharing their thoughts on recent results from Melrose and Dowlais. What effect has the RTX engine recall had on Melrose? And should Dowlais...
15 Sep 202333min
