Podcast Episodes
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Sebastian Lyon: I think we’re in a regime change vis-à-vis inflation
Inflation is making real returns harder to come by, eroding the value of cash and creating a tougher outlook for equities, particularly ‘growth’ stoc…
4 years ago
The Companies and Markets show: Buffett buys again and Spring Statement reactions
Alex Newman, Mark Robinson and Julian Hofmann returns to breakdown chancellor Rishi Sunak's spring statement and Warren Buffett's latest $12bn purcha…
4 years ago
Paul Major: A transformation of healthcare is an inevitable reality
Paul Major, manager of Bellevue Healthcare Trust (BBH), believes the future of healthcare will be very different from what we have today and looks to…
4 years ago
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 m…
4 years ago
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 a…
4 years ago
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 Ru…
4 years ago
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 wit…
4 years ago
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 th…
4 years, 1 month ago
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 …
4 years, 1 month ago
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…
4 years, 1 month ago