Beating the dividend drought & smaller cos vet Banyard on Buffettology & more

Personal Finance Show: Opportunities in UK mid-caps and well positioned funds for 2020: On this week’s show Guy Anderson, manager of Mercantile Investment Trust, assesses the prospects for UK equities, and highlights the risks and opportunities among mid-caps. Deputy personal finance editor Dave Baxter highlights some funds that could ben... by Investors' Chronicle

25 min listen

Personal Finance Show: High income and funds for future generations: In this week's show David Smith, manager of Henderson High Income Trust, explains how investing in both bonds and equities helps its returns and where the best opportunities UK equity income opportunities are. Zayani Bhatt, meanwhile, sets out som... by Investors' Chronicle

25 min listen

‘I always feel it is a bit disappointing to buyback shares’: Gervais Williams of Premier Miton Group by Investors' Chronicle

35 min listen

Resilient investment trusts for market madness and safe havens: This week Annabel Brodie-Smith, communications director at the Association of Investment Companies, updates on how investment trusts have been performing amid the recent market plunges and explains why they could still pay a good income. Dave ... by Investors' Chronicle

28 min listen

Personal Finance Show: Reliable dividend payers: In this week's show James Baxter, partner at Tideway Wealth, joins the team to look at which investment trusts have proved to be the most reliable dividend payers over the years. They also consider some changes to the requirements for UK Equity In... by Investors' Chronicle

24 min listen

Personal Finance Show: Investment trust special: On this week's investment trust special James Carthew, head of research at QuotedData, joins the team to explain the importance of discounts and premiums to NAV, and some ways in which trusts boost their income. They also consider whether Asian in... by Investors' Chronicle

28 min listen

Personal Finance Show: How to select the best investment trusts and investing optimistic investing: On this week's show Peter Walls, manager of Unicorn Mastertrust, a fund of investment trusts, sets out what he looks for when selecting holdings, and how he mitigates the added risks that come with the benefits of these funds. He also highlights s... by Investors' Chronicle

33 min listen

Bond funds for income and how to select strong smaller companies: On this week’s show Dave Baxter explains how to get a good income by selectively investing in bonds. And Stuart Widdowson, manager of Odyssean Investment Trust, explains how taking a private equity approach when investing in smaller companies has helpe... by Investors' Chronicle

35 min listen

Blake Hutchins: “I would implore UK investors not to be too downbeat on our companies”: The UK dividend bloodbath has been one of the major challenges facing investors in 2020 and the outlook remains far from certain. Blake Hutchins, co-manager of Trojan Income, a defensive and highly successful UK equity income fund, is well acquainted w... by Investors' Chronicle

32 min listen

Personal Finance Show: American value for money and bonds with better returns: On this week's show Dave Baxter looks at what areas professional investors think could do well and how you can access them. David Jane, multi asset fund manager at Premier Miton, explains why he invests in some US equiti... by Investors' Chronicle

32 min listen

Personal Finance Show: Bargain hunting with investment trusts and reducing retirement tax: Deputy personal finance editor Dave Baxter looks at how to use investment trusts to profit from unloved markets, out of favour areas and higher yields. Michael Martin, private client manager at Seven Investment Management, ex... by Investors' Chronicle

24 min listen

Bond Market Update: Why Bonds Are Back by WEALTHTRACK

26 min listen

Alternative income investment trusts and Scottish Mortgage write down: In this week's show Dave Baxter highlights some alternative assets which offer an attractive income, and suggests some investment trusts with which to access them. Mary McDougall explains how to work out your risk appetite, and why this m... by Investors' Chronicle

13 min listen

Personal Finance Show: Pension freedoms problems and Barclays platform upheaval: In this week's personal finance show James Baxter, managing partner at Tideway Investments, joins the team to explain some problems relating to pensions freedoms that the financial regulator is looking into. They also consider whether you should... by Investors' Chronicle

27 min listen

Personal Finance Show: Investment trust risks and Japan's growing income market: In this week's show Richard Aston, manager of CC Japan Income & Growth Trust, tells Emma Agyemang why cash-rich Japanese companies are increasing dividends. Personal finance editor Leonora Walters answers a reader's question on w... by Investors' Chronicle

17 min listen

The Investment Hour: The big income conundrum: The trimming or cancelling of dividends in the UK is incredibly significant. With income expected to be significantly lower in 2020 than it was in 2019, a reader’s letter has highlighted how stark the situation is for some private investors. He said: “... by Investors' Chronicle

50 min listen

Personal Finance Show: Investment trust IPOs and how to play the UK: Peter Walls, manager of Unicorn Mastertrust, considers how conventional this year's equity investment trust launches are and whether it's a good idea to invest in IPOs. He also highlights two investment trusts for growth and income, and set o... by Investors' Chronicle

22 min listen

Personal Finance Show: True portfolio diversification and UK tech opportunities: In this week's show Dave Baxter explains why holding different assets might not diversify your portfolio as much as you think and what you need to do to ensure that your holdings are really differentiated. Katie Potts, manager of Herald Investment... by Investors' Chronicle

36 min listen

Personal Finance Show: Brexit, Woodford and other UK equity opportunities: The uncertainty hanging over UK equities has translated into less activity on the IPO front this year - but any clarity could spell an end to the bottleneck. Oliver Brown, manager of the MFM UK Primary Opportunities fund, talks about what this has mean... by Investors' Chronicle

21 min listen

Oakley's Steven Tredget: "Most private equity is now a force for good": The private equity sector may have generated very strong returns in recent history but many investors are yet to be won over. That's one interpretation of the fact that many of the private equity investment trusts available in the UK have had a st... by Investors' Chronicle

40 min listen

Hugh Sergeant: "We're pretty close to the bottom of the cycle again": As a dedicated value investor, River & Mercantile fund manager Hugh Sergeant has perhaps unsurprisingly made big gains from the cyclical rally of recent months, with the River and Mercantile UK Recovery and River and Merc... by Investors' Chronicle

39 min listen

Personal Finance Show: The best UK opportunities and cash in calamity: On this week's Personal Finance Show Ben Ritchie, manager of  Dunedin Income Growth Investment Trust, explains why he has changed its investment strategy and where he sees the best opportunities in the UK equity market. And deput... by Investors' Chronicle

31 min listen

Personal Finance Show: Investing beyond the coronavirus and when cash is king: On this week's show Mary McDougall explains why professional investors don't think that the corona virus will impact China's long-term growth potential. Dave Baxter looks at when it is acceptable for funds to have a sub... by Investors' Chronicle

25 min listen

James Anderson: “Tesla’s rise is a symbol of a revolution in energy”: Baillie Gifford’s flagship fund, Scottish Mortgage Investment Trust (SMT), has delivered eye watering returns in recent years. In 2020 alone, the fund’s net assets doubled to over £18.5bn. In this interview, the trust’s co-managers James Ander... by Investors' Chronicle

47 min listen

The investment industry - luck or judgement?: Looking under the bonnet of the UK investment industry. Do investors get a good deal? by The Bottom Line

28 min listen

Boardroom Talk: Provident Financial sheds its skin: Concerned with QE's effects on equity valuations? Looking for ideas for your Isa? Or just plain confused by the stock market? Each week, the Investors Chronicle picks apart the latest news for companies, markets and funds in our regular magazine p... by Investors' Chronicle

17 min listen

Personal Finance Show: The world's best yields and how to lose less tax: On this week's show Dave Baxter looks at which regions generate the highest yields and best the funds to tap into them. Jonathan Moyes, head of investment research at Wealth Club, explains what VCTs and EIS are, how they can improve your ... by Investors' Chronicle

32 min listen

ACT #195 Check Warner, Ada Ventures: Welcome to the next episode of “At the Cap Table”! In today's episode, we are speaking with a remarkable individual who needs no introduction. Her name is Check Warner, a prominent figure in the venture capital industry in the UK. Check is the... by EUVC

28 min listen

‘Most businesses would benefit from more intelligence’: Tom Slater by Investors' Chronicle

42 min listen

James De Uphaugh: "We like companies to stay public, bar a stupendously compelling offer": James De Uphaugh and his team might have questioned their luck when they took over the running of the Edinburgh Investment Trust in March 2020. Sixteen months on, the trust has both outperformed its benchmark and recovered its pandemi... by Investors' Chronicle

30 min listen

Discover this podcast and so much more

Beating the dividend drought & smaller cos vet Banyard on Buffettology & more

Beating the dividend drought & smaller cos vet Banyard on Buffettology & more

Description

Titles in the series (100)

More Episodes from Investors' Chronicle

Related podcast episodes