The Companies and Markets show: Commodities crisis continues
Alex Hamer joins the Companies and Markets roundtable to discuss the ongoing commodities crisis caused by the war in Ukraine, including some of the more niche ones like helium and uranium. The team al...
18 Mars 202241min
Isa investing in turbulent markets
With little more than three weeks left until the end of the tax year, make sure you’ve used up as much of your Individual Savings Account allowance as possible. For those who like to get ahead, you mi...
14 Mars 202231min
The Companies and Markets show: Why is the FTSE 100 weighted towards value?
On the Companies and Markets show this week Mary McDougall joins Alex Newman and Julian Hofmann to discuss the changing face of ESG, volatility in Russian shares causing havoc on investment platforms,...
11 Mars 202232min
Getting portfolio construction and asset allocation right
There’s no one correct way to set up an investment portfolio but there are several pitfalls to avoid so you don’t leave yourself over exposed, or with little chance of achieving desirable returns. To ...
7 Mars 202227min
Companies and Markets show: Defence shares profit from NATO spending
Investors' Chronicle staff Michael Fahy and Arthur Sants join regulars Mark Robinson and Julian Hofmann to discuss the continued market effects of the war in Ukraine. Of particular interest this week ...
4 Mars 202221min
Janus Henderson's Neil Hermon: Growth at any price is not acceptable
Like other growth-oriented portflios, Henderson Smaller Companies (HSL) has had a difficult start to the year amid concerns about monetary tightening and, more recently, the crisis in Ukraine. Neil He...
2 Mars 202235min
The biases that matter
Being a successful investor has as much to do with your behaviour as it does with studying annual reports. As Morgan Housel puts it in his brilliant book The Psychology of Money, “investing is not rea...
28 Feb 202235min
The Companies and Markets show: Ramifications of Russia's invasion
Alex Newman, Jemma Slingo, and Mark Robinson discuss some of the economic ramifications of Russia's invasion of Ukraine, before touching briefly on the banking and logistics sectors.Then Julian Hofman...
25 Feb 202233min
