Investors' Chronicle
Investors' Chronicle
Looking for help with your Isa or pension? Or just plain confused by the stock market? Each week, Investors' Chronicle picks apart the latest news for companies, markets and funds, and brings you fresh investment ideas. Subscribe for these, along with interviews with professional investors and special in-depth discussions on big market themes.
Hosted on Acast. See acast.com/privacy for more information.
Categories: News & Politics
Listen to the last episode:
We kick off this episode with Julian Hofmann, who gives the rundown on credit data company Experian (EXPN). Whether you’ve checked your credit score on the site or saw television adverts in the early 2010s, you will have heard about the company. Its recent results were very well received and the share price subsequently shot up, but how is the overall health of the business?
James Norrington is part of the duo that wrote this week’s cover feature on building the ideal portfolio. In the episode he explains the thinking behind the piece, academic research that helps investors form the ‘best’ ideas and reveals what sensible asset allocation looks like.
Val Cipriani’s article this week on cash flow modelling and the last segment of the podcast are a must for anyone thinking about planning their retirement. She tried out free online calculators that aim to replicate financial advisers – without the hefty bill – and details the US options available for those looking to cast a wider net. We round off the episode with her and Dan briefly touching on next week’s Big Read on how much you need for retirement.
The Companies and Markets Show will resume on 31 May.
Timestamps
1:41 Experian
13:40 Building an ideal portfolio
25:05 Cash flow modelling
Hosted on Acast. See acast.com/privacy for more information.
Previous episodes
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1002 - Building the ideal portfolio & Experian: The Companies and Markets Show Fri, 17 May 2024 - 0h
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1001 - How interest rates can affect mid-caps & Wood Group’s trading update: The Companies and Markets Show Fri, 10 May 2024 - 0h
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1000 - ‘Ignore the oil price – energy stocks are still great value’: Ian Lance of Temple Bar Investment Trust Tue, 07 May 2024 - 0h
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999 - Unilever, Trainline & national champions: The Companies and Markets Show Fri, 03 May 2024 - 0h
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998 - How young investors can learn their trade: Lee and the IC Tue, 30 Apr 2024 - 0h
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997 - BHP’s bid for Anglo & investors’ biggest mistakes: The Companies and Markets Show Fri, 26 Apr 2024 - 0h
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996 - Fundsmith’s fate, industrial metals, & Asos: The Companies and Markets Show Fri, 19 Apr 2024 - 0h
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995 - British bargains & heritage brands: The Companies and Markets Show Fri, 12 Apr 2024 - 0h
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994 - ‘It’s exciting in the investment trust sphere': Joe Bauernfreund of AVI Tue, 09 Apr 2024 - 0h
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993 - Tesla woes, travel’s rebound & investing during rate cuts: The Companies and Markets Show  Fri, 05 Apr 2024 - 0h
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992 - Britain’s top-rated funds & Fevertree: The Companies and Markets Show Thu, 28 Mar 2024 - 0h
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991 - ‘Cultural attitudes around investing need to change’: Lee and the IC Tue, 26 Mar 2024 - 0h
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990 - Vodafone’s fortunes & UK’s tech stocks: The Companies and Markets Show Fri, 22 Mar 2024 - 0h
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989 - 'We should redefine what a recession is': Abby Glennie of Abrdn UK Smaller Companies fund Tue, 19 Mar 2024 - 0h
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988 - The Isa Special 2024: The Companies and Markets Show Fri, 15 Mar 2024 - 0h
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987 - The Budget explained & the importance of dividends: The Companies and Markets Show Fri, 08 Mar 2024 - 0h
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986 - ‘It’s the valuation that matters, not the share price’: Laura Foll of Janus Henderson Investors Tue, 05 Mar 2024 - 0h
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985 - The power of consumer staples & the UK’s appetite for M&A: The Companies and Markets Show Fri, 01 Mar 2024 - 0h
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984 - Meeting a CEO: Lee and the IC Tue, 27 Feb 2024 - 0h
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983 - Capitalising on AI and data & the Rolls Royce turnaround: The Companies and Markets Show  Fri, 23 Feb 2024 - 0h
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982 - ‘Dividends are a good way to check if CEOs are too optimistic’: Fund manager Daniel Peris of Federated Hermes Tue, 20 Feb 2024 - 0h
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981 - Selling shares and Relx’s £1bn buyback: The Companies and Markets Show Fri, 16 Feb 2024 - 0h
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980 - Housebuilders, PZ Cussons and the future of British American Tobacco: The Companies and Markets Show Fri, 09 Feb 2024 - 0h
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979 - ‘I always find buybacks disappointing’: Gervais Williams of Premier Miton Tue, 06 Feb 2024 - 0h
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978 - A guide to the FTSE 350: The Companies and Markets Show Fri, 02 Feb 2024 - 0h
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977 - ‘Private investing has become too formal’: Lee and the IC Tue, 30 Jan 2024 - 0h
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976 - The evolving world of textiles, gold mining and 4imprint: The Companies and Markets Show Fri, 26 Jan 2024 - 0h
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975 - ‘Most businesses would benefit from more intelligence’: Tom Slater Tue, 23 Jan 2024 - 0h
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974 - The Indian opportunity, Ashmore and Bakkavor: The Companies and Markets Show Fri, 19 Jan 2024 - 0h
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973 - Boeing, fractures in the global economy, and recruiters: The Companies and Markets Show Fri, 12 Jan 2024 - 0h
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972 - ‘It's probably smarter to be a momentum investor’: Bearbull  Tue, 09 Jan 2024 - 0h
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971 - Next and JD Sports updates, the FTSE’s 40th and Ideas of 2024: The Companies and Markets Show Fri, 05 Jan 2024 - 0h
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970 - ‘Gifting shares to schools and pupils will be transformational’ | Lee and the IC Thu, 28 Dec 2023 - 0h
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969 - The Companies and Markets Show: Merging Reits, ESG funds and Goodwin Fri, 22 Dec 2023 - 0h
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968 - The Companies and Markets Show: AJ Bell, UK biotechs and what next for the oil price Fri, 15 Dec 2023 - 0h
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967 - Partner Content: Delving into the details Thu, 14 Dec 2023 - 0h
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966 - IC Interviews: Small-cap expert Simon Thompson Tue, 12 Dec 2023 - 0h
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965 - The Companies and Markets Show: Ashtead, Redde Northgate and the stockpicker resurgence Fri, 08 Dec 2023 - 0h
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964 - 2023 Recap: Lessons and Opportunities in the Aftershock Economy Mon, 04 Dec 2023 - 0h
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963 - The Companies and Markets Show: Focusrite, XPS Pensions and profiting from the energy switch Fri, 01 Dec 2023 - 0h
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962 - IC Interviews: Stuart Widdowson of Odyssean Investment Trust Tue, 28 Nov 2023 - 0h
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961 - The Companies and Markets Show: Avon Protection, the Autumn Statement and quality US shares Fri, 24 Nov 2023 - 0h
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960 - A store of value | Lee and the IC Tue, 21 Nov 2023 - 0h
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959 - The Companies and Markets Show: Diageo, Reits and Investment Trusts Fri, 17 Nov 2023 - 0h
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958 - IC Interviews: James de Uphaugh and Imran Sattar of Edinburgh Investment Trust Tue, 14 Nov 2023 - 0h
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957 - The Companies and Markets Show: ABF, Apple, and the ‘winner’s curse’ Fri, 10 Nov 2023 - 0h
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956 - The Companies and Markets Show: HSBC, Asos and the problem with megaprojects Fri, 03 Nov 2023 - 0h
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955 - IC Interviews: UK equity manager Nick Train Tue, 31 Oct 2023 - 0h
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954 - The Companies and Markets Show: Lloyd’s of London and Aim 100 Part 2 Fri, 27 Oct 2023 - 0h
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953 - ‘You can’t get selling right every time’ | Lee and the IC Tue, 24 Oct 2023 - 0h