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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 itsfull-year results (https://www.investorschronicle.co.uk/content/7be3f693-1ef1-4d58-9ad5-d11994c78be6?utm_medium=referral&utm_source=acast&utm_ca
Investing in British Water, Nick Train & CMC: Companies and Markets Show
This week’s show dives straight into trading platform CMC Markets, after its promise of an imminent inflection point sent its shares soaring (https://www.investorschronicle.co.uk/content/fbb821a8-1ce7-4ef1-9d68-489e96b556b5) to the top of t
‘Bottlenecks are the best way to benefit from AI’: Ali Unwin of Polar Capital Technology
Polar Capital Technology Trust (PCT) is one of the most popular and best-performing tech-focused funds available to DIY investors, having built up its record and fan base long before the likes of AI and ‘Magnificent Seven’ became everyday t
SpaceX, Pets at Home & defence stocks: Companies and Markets Show
This week’s show dives straight into Elon Musk’s SpaceX as it gears up for the biggest IPO in market history. We consider what newly released financial details reveal about the company, and whether a mooted $1.75tn valuation is a sign of ma
Women and investing: How to start a business
Leaving the stability of a full-time job to become self-employed is a truly daunting decision. Gone is the safety net of a monthly pay cheque, and if you want to start your own company, the pressure can feel monumental. In this episode of W
Cranswick, the perfect pension & palm oil: Companies and Markets Show
With food prices in the spotlight as Rachel Reeves pushes supermarkets to cap costs for consumers, this week’s show starts further up the supply chain with pork and poultry producer Cranswick. The company reported another strong set of resu
Investing during volatility, property & Vodafone : Companies and Markets Show
This week’s show kicks off with a look at FTSE 100 Reit Land Securities, which reported full-year figures. It is still shifting away from offices in favour of shopping centres and residential developments, but with gilt yields spiking again
Meeting PZ Cussons’ CEO: Lee and the IC
PZ Cussons, known for brands such as Imperial Leather, Carex and Original Source, has been around for more than a century, but its shape and focus today are very different from its origins. The FTSE 250 consumer goods giant is focusing on c
How to pick funds, Diageo & hotel stocks: Companies and Markets Show
As potential jet fuel shortages unnerve summer holidaymakers, airlines have been reporting shaky demand as people hold off from booking trips. But what of the hoteliers? In this week’s episode, we discuss the quarterly update from InterCont
‘There’s a lot of value in emerging markets’ - Paul Niven of F&C
The F&C Investment Trust (FCIT) is as close to a household name as a fund can be. Founded in the 19th century, its global stocks “one-stop shop” nature has made it a favourite for investors for decades, and despite changing managers and fun
Electrifying your portfolio & chemical stock struggles: Companies and Markets Show
It’s the end of April, and a reopening of the Strait of Hormuz is looking further away than ever. Its closure looms large over everything else at the moment, and risk asset investors are starting to worry for the first time in several weeks
Isas, apps and platforms: Where to invest your money
Choosing your first stocks and shares (https://www.investorschronicle.co.uk/stocks-and-shares/?utm_medium=referral&utm_source=acast&utm_campaign=editorial) Isa can be overwhelming. There are apps, brokerages and dozens of providers, all cla
Primark spin-off, robotics & US equity funds: Companies and Markets show
It’s another week and another break-up of a FTSE 100 business. This time it’s the turn of Associated British Foods, which has announced plans to spin off Primark into a separate entity. Erin Withey discusses the demerger and explains why ma
Meeting Primary Health Properties CEO: Lee and The IC
Primary Health Properties (PHP) is one of the UK market’s best-known income stocks. With a record of 30 consecutive annual dividend increases and the strongest tenant base in the real estate sector, it has long been a favourite of investors
Intertek, renewable trusts & shares on a tear: Companies and Markets Show
In this week’s episode we delve into FTSE 100 testing and assurance company Intertek (ITRK), which has had an action-packed few days: board changes, a strategic review, and a rejected bid offer from a private equity investor. Valeria Martin
The ceasefire, Africa and Senior: Companies and Markets Show
In this week’s show we discuss the temporary ceasefire in the Middle East – if it is really appropriate to call it that – and consider whether the announcement has done anything to lighten a global economic outlook that has looked increasin
Unilever’s $45bn deal, Berkeley & tech: Companies and Markets Show
We begin the show with consumer goods giant Unilever (ULVR) (https://www.investorschronicle.co.uk/content/5e5cd1f6-55b4-4102-af67-d58d0265968a?utm_medium=referral&utm_source=acast&utm_campaign=editorial) – soon to be somewhat smaller, given
‘It’s hard to find safe assets’ - Jacob de Tusch-Lec of Artemis Global Income | IC Interviews
At £5.7bn, Artemis Global Income is one of the largest global income funds available to UK investors. It posted enthusiastic returns in 2025, well above what you would normally expect from this kind of strategy. But has this made the portfo
Navigating the Strait, Goodwin and annuities: The Companies and Markets Show
It’s been another seesaw week as the world weighs up the chances of an end, or at least a cessation, to hostilities in the US-Israeli war with Iran. President Donald Trump is taking a more conciliatory tone, but in this case, a U-turn is no
Student Loans: What every graduate needs to know
Val Cipriani and Holly McKechnie are back with a new episode of Women & Wealth (https://www.investorschronicle.co.uk/women-and-wealth-podcast/), and unpack the UK’s student loan system and growing debt burden facing graduates. The funds edi
Industrials, smart investing & real estate: The Companies and Markets Show
On this week’s show, we begin with industrials. It was only a month or so ago that the sector was being touted by many as a potential safe haven from AI disruption. Then the US/Israel war with Iran began, and the merits of energy-intensive
Meeting Town Centre’s executive chair: Lee and the IC
Town Centre Securities (https://markets.investorschronicle.co.uk/data/equities/tearsheet/summary?s=TOWN:LSE) is one of the UK market’s oldest names. Founded, managed and largely controlled by the Ziffs of Leeds since its listing in 1960, it
The Middle East, shipping & energy prices: The Companies & Markets Show
In a busy week where events in Iran continue to dominate the news cycle, companies editor Mark Robinson stands in for Dan Jones to discuss the impact of the conflict on maritime activities, focusing on supply chain disruption, rerouting and
War in Iran, healthcare resurgence & Isa changes: The Companies and Markets Show
It’s another day chock-full of company results, albeit market attention is understandably still focused elsewhere given the events in the Middle East (https://www.investorschronicle.co.uk/content/9438d355-3b50-4a6c-80b1-2b18794bf221?utm_med
‘Buy and hold doesn’t work any more’: Sean Peche of Ranmore
Ranmore Global Equity (IE00B61ZVB30) is a value fund that has grown very quickly over the past 18 months. In June 2024, it had a $300mn portfolio, but by January 2026 this had hit $1.5bn. The fund’s manager, Sean Peche, talks to Val Ciprian
Next-gen AI stocks, FTSE 100 banks & LSEG: The Companies and Markets Show
Company results season is under way. We have a mass of companies reporting over the next couple of weeks, and we will dig in to one of the highest profile businesses on the FTSE 100 later in the show. To start, though, we are looking at a l
Copper mining, Compass Group & Magnum Ice Cream: The Companies and Markets Show
We start with copper miner Antofagasta (ANTO), whose shares have soared over the past year on the back of big gains for the red metal. It released full-year figures earlier this week, and Alex Hamer discusses its prospects, as well as Rio T
Meeting Christie Group's CEO: Lee and the IC
Christie Group has a lot going for it. Growing in several countries and an employer to around 650 people, the brokerage business is a well-respected name in multiple niche sectors. Last year sales exceeded £70mn, and management reckons oper
Schroders takeover, privatisation & McDonald's: The Companies and Markets Show
After a week in which we in London were blessed with a rare day in which the sun dared to poke its head out, today we will try to shed some light of our own on the big goings on in companies and markets at the moment. We kick off with a loo
Software sell-off, corporate bonds, GSK: The Companies and Markets Show
This week, after a software sell-off that has rattled some of the UK’s most popular ‘quality’ stocks, we look at the fallout for the likes of Relx, Sage, Experian and others. Valeria Martinez is here to discuss whether the launch of Anthrop
