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Looking to stay informed in the world of investing? Investors' Chronicle dives into the key trends shaping today’s markets and unpacks what they mean for your investments. Featuring exclusive interviews with professional investors - whether fund managers or leading financial experts - our mission is to help you make smarter investment decisions.


Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Our award-winning expert writers research hundreds of companies and funds suitable for all risk appetites, to provide clear, independent recommendations for individual investors who want to make their money grow and outline how to make the most of different types of investment vehicles at all stages of your life.


Whether you invest in funds or enjoy managing your own portfolio of individual shares, or a mix of both, we offer an unrivalled package of investment ideas, analysis and research, and lots more, to help you build a secure financial future.


Investors' Chronicle is a service by the Financial Times.


Hosted on Acast. See acast.com/privacy for more information.

1143 Episodes
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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 increasingly gloomy for the past few weeks. Investors have certainly priced in a fair amount of relief. We discuss if they are right to do so, and what happens next. Julian Hofmann has the details.Our big read this week, meanwhile, is about a continent that could be particularly affected by the energy shock – Africa – albeit, as Chris Akers explains, it’s far from a monolithic bloc and there’s the potential for both winners and losers. Chris tells us about the UK companies that have set up in Africa and why the investment opportunities take in everything from resources to telecoms.To finish, we delve into specialist engineer Senior, which feeds into many of the hot sectors of the moment, but it’s had a topsy turvy time of it in recent months. That has now culminated in a takeover approach – Mark Robinson discusses whether that represents good value for holders and whether a rival approach could emerge.Read more hereCeasefire updates, Shell & Close Brothers: Markets liveHow investors can make the most of the Africa opportunitySenior backs £1.3bn private equity buyoutTimestamps:00:00 Intro01:15 US/Iran ceasefire12:46 Africa26:20 SeniorListen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube or by clicking hereInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
We begin the show with consumer goods giant Unilever (ULVR) – soon to be somewhat smaller, given the $45bn spin-off of its foods business to US spice and sauce maker McCormick (MKC). The reaction to the news, though, has been distinctly underwhelming. Erin Withey examines what it means for Unilever’s future.Then we turn to Berkeley (BKG), the housebuilder, which, this week, published an unscheduled negative update, less than three weeks after it told investors everything was fine. Hugh Moorhead explores what the company’s retrenchment says about the UK’s wider housebuilding goals.Lastly, we discuss what is perhaps the UK’s very own meme stock – microcomputer maker Raspberry Pi (RPI). Its shares rose almost 50 per cent in one day following its full-year results. Arthur Sants explains how the company ended up part of the AI boom and whether there’s a decent business underneath it all.Read more here:Why the market is turning against Unilever’s $45bn food dealRaspberry Pi ups sales volumes but margins tightenEpisode timestamps:00:00 Intro01:21 Unilever09:54 Berkeley Group18:30 Raspberry PiListen to more podcasts from Investors’ Chronicle Apple, Spotify and YouTube or by clicking hereInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
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 portfolio holdings expensive, and where does it go from here?Manager Jacob de Tusch-Lec talks to Val Cipriani about being nervous about what comes next, whether the war in Iran means 2022 all over again for stock markets, and how he feels about AI. Timestamps00:00 Intro01:07 What is Artemis Global Income?02:26 Three buckets04:21 Importance of valuation05:40 Recent performance10:49 Are we going back to 2022?16:20 AI investments19:19 Financial industry24:05 Is there value in the UK?27:26 Recent changes32:50 When to sell34:21 Emerging marketsInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
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 not in his gift alone and with Iran talking tough, the optimism of earlier in the week has started to ebb as we record today’s show.The episode starts by looking in more detail at some of the implications of the continued pressure on the Strait of Hormuz, the key global shipping route that has in effect been put out of action by the war. Alex Hamer is here to discuss the implications for everything from energy (and UK energy policy) and fertiliser to helium. The broad conclusion is of course that prices are going up, but we dig into the detail during the show.We move on to look at one early victim of the uncertainty in the shape of UK engineer and private investor favourite Goodwin (GDWN), whose shares halved this week on a disappointing trading update. Alex Newman will consider the extent to which some of these problems were of its own making – or at least down to poor communications.Finally, amid all the uncertainty – and rising bond yields – the stability of an annuity may look more attractive to some of those in or approaching retirement. Holly McKechnie is with us to talk about the pros and cons of the products.Episode time stamps:00:00 Intro01:33 Strait of Hormuz17:38 Goodwin33:52 AnnuitiesListen to more podcasts from Investors’ Chronicle Apple, Spotify and YouTube or by clicking hereInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
Val Cipriani and Holly McKechnie are back with a new episode of Women & Wealth, and unpack the UK’s student loan system and growing debt burden facing graduates.The funds editor and personal finance editor for Investors’ Chronicle explore why women often end up paying more, how repayment rules really work, and what the system means for your finances.Student loans have undergone several reinventions over recent years, but the current focus is largely on Plan 2 loans, taken out by undergraduates between 2012 and 2022. These have become particularly onerous following changes made by the Conservative government in 2022.Val and Holly look at the three key repayment terms to be aware of, and the other factors that affect how much you pay back.Maternity, salary gap and employment opportunities in fields studied more by women mean that the student loans issue disproportionately affects them. Val and Holly discuss this, as well as how to minimise your exposure and pay less over the long term.Timestamps:00:00 Intro00:58 The state of student loans01:50 Plan 1, Plan 2, Plan 5 student loans04:40 Why Plan 2 is so bad08:20 Loan or tax10:15 Why it impacts women more13:45 Is Plan 5 better?15:11 What you can do about it17:22 When you should overpayRead more on the student loan issue on Investors' Chronicle:How to survive the student loan systemWomen and Wealth is the monthly podcast series from Investors’ Chronicle. You can listen to and watch the episodes, alongside our other podcasts, on Apple, Spotify and YouTube.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
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 physical assets were hastily reconsidered.But of course not all industrials are alike. Today we take a look at top-performing Diploma (DPLM) – crucially more of a distributor than a manufacturer – whose shares rose by a fifth after its latest trading update. We’ll also examine Essentra, which has had a far worse time of it for many years but is now starting to see improvements. Valeria Martinez is here to ask whether both companies can maintain their operational progress in the face of a variety of external threats.Our big read this week is all about the price investors pay for buying and selling shares. Most DIY investors will know whether or not they’re charged a trading fee when they buy or sell investments, but what actually happens behind the scenes when those trades are executed? Hugh Moorhead is here to explain more and ask whether the system could be improved.Lastly, we look at another sector that’s likely to feel a significant second-order impact from the war: real estate. And yet, as we’ll discuss, the mood at a recent industry conference was relatively upbeat. Hugh will touch on everything from housebuilders to the London office market and more.Timestamps00:00 Intro01:35 Diploma06:02 Essentra11:54 Mechanics of trading22:39 Real estateInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
Town Centre Securities (TOWN) 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 is a typical John Lee stock: a cash-generative, dividend-paying, and storied family business with roots in the North.Another factor explains John’s recent decision to start building a stake in the group. At £1.15p, Town Centre’s share price trades well below half of the company’s net asset value.In this latest CEO interview, John and IC associate editor Alex Newman speak with Town Centre’s chief executive and chairman, Edward Ziff, about the business’s past and present, and the prospects for closing that enormous valuation gap.Let us know your thoughts, or if you have any questions or any suggestions for future guests, by emailing alex.newman@ft.com.Listen to more podcasts from Investors’ Chronicle by clicking here or heading to Apple, Spotify and YouTube.Timestamps:00:00 - Introduction00:30 - How developments in Iran are affecting Lord Lee's investing plans03:25 - Dr. Edward Ziff explains Town Centre Securities business07:13 - How Town Centre Securities real estate assets are spread11:44 - Recent performance of Town Centre Securities15:40 - Lord Lee's previous dealings with Town Centre Securities19:07 - How important leverage and loan-to-value ratio is to the business23:36 - Town Centre Securities' Debenture 28:49 - Moving out of REIT status34:01 - Succession plans and family-run businesses39:29 - Lord Lee discusses his portfolioInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
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 cost implications, along with the challenge faced by global shipping lines such as Maersk & MSC. He is joined by Michael Fahy and Julian Hofmann.Mark is also joined by Valeria Martinez to focus on full-year figures from shipping broker Clarkson (CKN). Read more on Investors' Chronicle around this week's podcast:Clarkson order book builds despite ship slowdownShares keep falling on oil volatilityEnergy shocks force investors to rethink rate cutsTimestamps00:00 How the Iran conflct has affected markets this week03:41 A closer look at Clarkson results10:57 Shipping companies & supply chain disruption17:39 Energy prices18:23 The danger from an equities perspective19:43: What retail investors should do when a black swan event happensInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
It’s another day chock-full of company results, albeit market attention is understandably still focused elsewhere given the events in the Middle East over the past week. So today, we too will be discussing the implications of the US/Israel war with Iran. Mike Fahy is here to talk about energy, defence, and the implications for the UK and European economies. After that, we turn to our big read of the week. The healthcare sector has typically been seen as a port in a storm during troubled times, and after a tough few years there had been signs of a revival even prior to the latest nerves. Julian Hofmann will dive into the detail and ask whether this momentum can continue.Finally, next week marks the publication of our annual Isa special. With big reforms on the way for these popular savings accounts, personal finance editor Holly McKechnie joins us to discuss what’s happening, as well as outlining some practical steps listeners can take to meet their savings goals.Timestamps:00:00: Intro01:06: War in Iran13:32: Healthcare resurgence26:05: Isa changesFind out more:‘Operation Epic Fury’ creates more noise for defence sharesRead all the latest stocks & shares news and analysis hereHow to invest in the healthcare revivalInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
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 Cipriani about how he finds underappreciated and undervalued stocks, why he doesn’t meet company CEOs, and why buying and holding ‘forever’, a strategy favoured by star managers Terry Smith and Nick Train, no longer works in today’s rapidly changing world.Timestamps00:00: Intro03:17: Three ways to get returns in markets and from companies07:05: Value investing08:31: Why I don’t meet CEOs10:57: ‘Buy and hold forever’ doesn’t work in a rapidy changing world15:22: A ‘fresh sheet approach’ and Qualcomm17:40: The Magnificent Seven19:21: Investors are starting to turn away from the US23:09: Alternatives to the US24:35: Terry Smith and passives26:15: Greggs29:01: Diageo31:31: EasyJetInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
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 lesser-known stock, albeit one whose shares have been surging higher for several years now: Lion Finance (BGEO), itself not far from FTSE 100 promotion, and which reported another set of well-received figures of its own earlier this week. Alex Newman asks whether the run can last.Then, our big read this week is all about the existential question of the day: is AI working? With investors hopes and indeed fears now seemingly pinned on the technology, Valeria Martinez is here to discuss how companies outside the tech sector are applying AI in practice, and how effectively or otherwise they are being.In our third segment we’ll look at a noted AI loser of recent months, albeit one that nonetheless put out a fairly superlative set of results this morning: London Stock Exchange (LSEG). Hugh Moorhead will take us through the risks and opportunities facing the business, and consider whether the sell-off has been overdone.Read more:Can investors ignore the FTSE 100’s next big bank?Lion Finance’s profits exceed expectationsNext-generation AI stocks worth buying nowTimestamps:00:00 Intro01:12 Lion Finance17:10 AI winners33:56 London Stock Exchange GroupInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
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 Tinto and Glencore now the mega-merger is off. Alex also explains some of the equity raises that have taken place lower down the cap scale in recent weeks.Erin Withey then joins us to discuss caterer Compass (CPG), which has been struggling of late. That’s led to calls for a slight rethink of its strategic priorities. Lastly, we look at one of the UK’s newest listings, albeit in the form of a business that sits outside the FTSE 350. The Magnum Ice Cream Company (MICC) spun off from Unilever in December and has just reported its 2025 results. Mark Robinson examines the outlook for frozen sweet treats.Read more:Antofagasta doubles dividend as profits hit new recordCheaper Compass shares put buybacks on the menuMagnum Ice Cream fails to impress in maiden resultsTimestamps:00:00 Intro01:24 Copper mining15:09 Compass Group23:25 Magnum ice creamInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
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 operating profits of £10mn are possible. The kicker, following the disposal of several subsidiaries, is that its balance sheet is full of cash.Lord Lee of Trafford clearly agrees. In more than 80 transactions since 2002, he has amassed a 6 per cent holding across both his personal investment account and the charitable trusts he oversees.So why is the business valued at just £35mn? We put this question and many more to chief executive Dan Prickett, who has been at the company for 17 years - including the last two and a half in the top role.Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTubeTimestamps00:00 Intro00:30 Recap of last episode01:44 Introducing Dan Prickett02:21 What is Christie's05:10 John's history with the business09:37 Institutional shareholders12:10 Dan's stake in the business15:08 Trading statement23:40 Why is the stock price low?30:18 Expansion in Europe35:49 Setting targets37:08 John's portfolio round up39:25 PZ CussonsInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
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 look at the breaking news of the day, the £10bn takeover of Schroders by US asset manager Nuveen. Chris Akers is here to discuss the deal, and the possible implications for the rest of the asset and wealth management sector, where there’s been another big deal in recent days: unlisted wealth manager Evelyn Partners bought by NatWest. We’ll also take a brief look at emerging market specialist Ashmore, which had interims out today and has rallied particularly hard of late.After that, we turn to our big read of the week, looking at the strain on public services and the consequences thereof. Mark Robinson will discuss why the private sector is playing a growing role in the provision of said services – in certain areas – and where they might be expected to take more of the slack in future.Finally, Mark will also look at US economic bellwether McDonalds, which reported some pretty good figures overnight. Is the economy firing on all cylinders, or are more people trading down when they eat out, or a bit of both? Mark will consider these factors as well as the figures themselves later on.Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTubeRead more:Schroders bought out in £10bn dealNatWest buys wealth manager in £2.7bn dealThe private stocks taking advantage of government failureMcDonald’s beats expectations as sales hold upTimestamps:00:00: Intro01:24: Schroders takeover11:17: Privatisation22:14: McDonald’sInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
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 Anthropic’s new AI tools represents an existential threat to these businesses.After that, we turn to the hopefully calmer world of corporate bonds and the reforms that have the potential to open up the market more widely to DIY investors. Erin Withey talks through the changes, their likely impact on the market, and what corporate debt in general can offer investors.To wrap up, we look at one of the many companies to have updated the market this week, in the form of pharma giant GSK. After many years out of favour, the business has started to win investors over of late. Julian Hofmann will look at how it’s done it, whether its progress can continue, and what a new chief executive might bring to the business.Read more:AI-hit software stocks bounce backGSK starts to show real profit improvementTimestamps00:00 Intro01:00: Software sell-off12:37 Corporate bonds21:43 GSKInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
The UK’s largest investment platform, Hargreaves Lansdown, has announced its first fee overhaul in over a decade. But as ever the devil is in the detail, and despite its headline price cut there has been a bit of an outcry in some quarters. Val Cipriani is here to discuss which users will benefit, and which will lose out.After that we discuss our big read of the week, looking at – dare we say it – happier, more relaxed methods of building wealth. Alex Newman will explore how the more risk averse – of whom there are many nowadays given the general state of, well, everything – can have a better chance of meeting their savings goals.Lastly we return to our regular company reporting beat with a look at the latest well-received trading update from pig and poultry producer Cranswick (CWK). Does the company’s valuation still warrant interest? Mark Robinson will tell us more.Read more hereWinners and losers of Hargreaves’ fee overhaulThree easy steps to becoming a stress-free investorCranswick boosts sales as consumers ditch beef for porkTimestamps:00:00 Intro00:55 Hagreaves Lansdown11:27: Building wealth: cash v assets25:28 CranswickInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
It’s been a dramatic week in a year already full of drama, with Donald Trump’s sabre rattling over Greenland, and subsequent threat to impose further tariffs, causing alarm before being walked back on the basis of an apparent compromise.But with that saga now seemingly in the rear-view mirror – for how long, we don’t know – we kick things off today with space exploration, which does have specific application to the current geopolitical debates as we shall discuss shortly. Mike Fahy is on hand to examine how the soaring space sector is faring ahead of a possible SpaceX IPO later this year.Then it’s on to the latest part of the tech sector to attract widespread investor interest as a result of the AI craze: memory chip stocks in the US and further afield have been booming as people cotton on to the vital role they play in data centres. Arthur Sants, recently returned from a trip to the factories of South Korea, will discuss shares, shortages and smartphone prices, among other things.And to finish up we will be back on home turf as Julian Hofmann joins us to discuss the bid interest in Lloyd’s insurer Beazley from Zurich, and the prospects for more consolidation across the sector in general.Timestamps 00:00 Intro1:29 Space Industry13:11 Memory chips21:43 Beazley takeover offerInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
For their latest company interview, Lord Lee and Alex Newman sit down with Lawrence Hutchings, who joined Workspace as CEO in November 2024.That conversation, which was taped on 9 January, was to be one of Hutchings' last in the role. Ten days after the recording, and amid mounting activist pressure from shareholder Saba Capital, Workspace abruptly announced Hutchings would be replaced as CEO by Charlie Green, co-founder of the Office Group.Despite this, we are publishing the conversation below, together with some of John's initial thoughts. Commenting on his own appointment, Green said "the strategy in place is clear and provides the right platform to rebuild occupancy and drive income growth over time." Presumably that means a degree of continuity.Let us know your thoughts on the move, or if you have any questions or any suggestions for future guests, by emailing alex.newman@ft.comListen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTubeTimestamps0:09 Intro5:52 Background on Workspace11:45 Short term rental market16:06 Creative industries 19:54 Occupancy levels24:07 John's views on Workspace28:25 Lessons from other property sub-sectors29:48 Asset disposal programme 39:36 Saba Capital43:20 The optimism scale47:14 Update on John's portfolioInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
It may be dry January for some, but this week we are settling down with the pub companies amid a raft of news for the sector in recent days. Mark Robinson is here to discuss the bumper Christmas periods that many in the sector enjoyed, the imminent U-turn on business rate hikes likely to be announced by the government in the days ahead, the US activist putting the pressure on Marston’s (MARS) and more.After that we turn our attention to one government reform that’s not being reversed – the Renters’ Rights Act is due to come into force this year, and that puts pressure on landlords to comply. Holly McKechnie will explain what that means for the rental market, and also talk us through the other changes coming in that could have an even bigger impact on buy-to-let properties.Lastly, we look at gene sequencing device maker Oxford Nanopore Technologies (ONT), one of the 2021 UK IPOs that have done especially badly, but which has shown some signs of life in recent months. Julian Hofmann will examine the company’s full-year trading update for clues to its future prospects.Timestamps00:00 Intro01:06 Pubs winter rally14:20 Renters' Rights Act26:26 Oxford NanoporeRead the articles highlighted in the show:Mitchells & Butlers: Pricier pints power profit growthDoes it still pay to be a landlord?Oxford Nanopore returns to growthInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
This week we’re kicking things off with one of the big company stories of early 2026 – for a number of reasons. It was a busy December for BP (BP.), which junked its chief executive and made progress with some divestment plans. Alex Hamer and Mark Robinson are here to discuss what the imminent arrival of new boss Meg O’Neill might mean for the group and its strategy, all in the context of a dramatic start to the year in which the US has seized control of oil supplies from one of the founding members of Opec.We will also touch on the wider commodities outlook for the year, before moving on to asset allocation in general – our big read this week is all about diversification, why it matters even if you have a high risk tolerance and high risk appetite. Val Cipriani will talk us through the ins and outs later on.To wrap up, we look at the UK company that, it turns out, has been the subject of 11 bids over the past four months. That’s struggling online platform Auction Technology (ATG), whose shares rebounded this week as news broke. Valeria Martinez will discuss what’s next for the business.Timestamps:0:49: BP's new CEO19:3: Diversification strategies31:05: Auction TechnologyRead the articles highlighted in the show:The complete guide to diversifying your portfolioBP announces surprise CEO changeBP heads further upstream after Castrol saleInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
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Comments (5)

Tino Romano

We already have had over 60,000 deaths in UK, how many more does this idiot want to maka a bit more money

Dec 9th
Reply

Tino Romano

Hope he paid you loads of money for this shit

Dec 9th
Reply

Tino Romano

What a wanker this guy is

Dec 9th
Reply

Alan Toms

O L O L Liverpool

Apr 5th
Reply

Tino Romano

Party political broadcast

Nov 22nd
Reply