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Investors' Chronicle

Investors' Chronicle
Artificial Intelligence
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UK Economy
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UK Budget
Ampario
Financial Literacy

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... more

PublishesTwice weeklyEpisodes1187Founded12 years ago
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InvestingBusinessBusiness NewsNews

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Latest Episodes

This week, we break down the biggest stories in what has been an especially busy week for companies and markets news, starting with AI giant Anthropic firing the starting gun on its imminent IPO plans.

Our tech reporter Arthur Sants dives into every... more

Infrastructure lies at the very heart of the AI opportunity. There is no Claude or ChatGPT without data centres or power. But how can investors avoid overpaying for such prized assets?

3i Infrastructure (3IN) is a £4.2bn trust that invests in physic... more

This week, we return to our ultimate guide to Britain’s junior market, as we mark the release of Part Two of our Aim 100 Special Report.

We kick off with medical technology business Niox, which has just completed that relatively rare thing: a tende... more

Third-quarter earnings season (Q3) is under way and it’s taking place amid some renewed wobbles for AI and chip stocks.

With this in mind, this week’s show considers two companies that could be construed as defensive. First, we turn to emerging mark... more

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Recent Guests

Julian Hofmann
Covers profit warnings and Johnson & Johnson's quarterly performance.
Investors' Chronicle
Episode: Profiting from warnings, asset managers and Johnson & Johnson: Companies and Markets Show
Mark Robinson
Explains Ashmore's recent trading update and asset-management performance.
Ashmore
Episode: Profiting from warnings, asset managers and Johnson & Johnson: Companies and Markets Show
Peter Mayhead
Chief Executive Officer, Pebble Beach Systems
Pebble Beach Systems
Episode: Meeting Pebble Beach's CEO: Lee & The IC
Arthur Sants
Tech reporter
Episode: British AI winners, prize draws and perfect pensions: Companies and Markets Show
Erin Withey
Feature explainer on prize draws
Episode: British AI winners, prize draws and perfect pensions: Companies and Markets Show
Helen Kirrane
Pensions expert
Episode: British AI winners, prize draws and perfect pensions: Companies and Markets Show
Richard Clode
Manager of Bankers Trust
Bankers Trust (Global Equity Investment Trust)
Episode: 'Pessimists sound smart, but optimists make money'— Richard Clode on AI, risk and finding growth
Hugh Moorhead
Investment speaker featured in the Supermarket Income Reit discussion
Episode: McBride, Supermarket Income Reit and AI threats
Uta Maya
Chief executive
IQE
Episode: Semiconductor stocks, our Top 50 Funds and Mortgage Advice Bureau: Companies and Markets Show

Hosts

Mark Robinson
Host/analyst focusing on IC Companies & Markets and broader market commentary.
Val Cipriani
Funds Editor at Investors' Chronicle; regular host for market discussions.

Reviews

4.3 out of 5 stars from 315 ratings
  • Average

    Some good stuff here but also a lot of dross. The presenters seem to want to be media luvvies (big egos) but frequently fail at the basics. It would be useful to have ex-professional investors or at least someone with a finance background involved. One of the presenters couldn’t even pronounce either “Carillion” or “Stiefel” correctly. Some of the interviews with PMs are interesting but the interviewer often fails to ask the most pertinent question or misunderstands performance numbers. One of t... more

    Apple Podcasts
    1
    Rosenbaum & Wolf
    United Kingdom7 months ago
  • Excellent

    Very much look forward to every episode, but, can we have more Lord Trafford please.?

    Apple Podcasts
    5
    gritts
    United Kingdoma year ago
  • Feminist junk on an otherwise good show.

    Spreads misandrist propaganda promoting the brain rot falsehood that the gender-pay gap is the fault of men.

    It is actually the result of female career and lifestyle choices.

    Take your complaints elsewhere and stop ruining an otherwise good show.

    Apple Podcasts
    1
    TheGolconda
    United Kingdoma year ago
  • Insight

    I find all the episodes useful but especially the Lord John Lee interviews. Very insightful

    Apple Podcasts
    5
    Brodes-
    United Kingdom2 years ago
  • Good range of subjects and presenters

    Enjoy both the regular weekly podcast but a special mention goes to the Lee and the IC series for a great in depth conversation looking at smaller stocks in much more detail.

    The weekly podcast is good with a round up of market news along with company specific updates. I like their style - informative yet not flashy and very British.

    I’ve been introduced to the IC through listening to these podcasts over the past 9 months and have now become a subscriber to the magazine too - surely the po... more

    Apple Podcasts
    5
    Sjmcd
    United Kingdom2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate in-depth, manager-level insights and thoughtful industry context.
Some reviews note sound quality issues but still highlight strong content and interesting guests.
Feedback frequently mentions the value of robust market analysis and well-chosen guests for investing decisions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Profiting from warnings, asset managers and Johnson & Johnson: Companies and Markets Show
Q: Can we say a little more about the possible reactions and what to look for in order to inform your decision about whether to, on the most blunt basis, whether to buy, sell or hold after a warning?
Hofmann contrasts research suggesting shares may recover after a warning with evidence that weaker investment, rising gearing and falling dividends can keep margins under pressure. He advises assessing whether the business can rebuild its margins and notes that share prices may turn before reported results do.
Profiting from warnings, asset managers and Johnson & Johnson: Companies and Markets Show
Q: Those were pretty good, in short, what is the overall view of how it did in the third quarter?
Robinson says Ashmore had its lowest redemption rate in 15 years and $1.1 billion in net inflows, which offset negative investment performance. He sees the update as mixed but encouraging given the company's recent difficulties.
The best Aim stocks and safe investment trusts: Companies and Markets show
Q: What exactly does Judges Scientific do, and how have US budget cuts impacted it?
Judges Scientific operates as a buy-and-build scientific instruments company with a focus on specialized, niche markets and acquisitions; US budget cuts have weighed on results and visibility, but there are encouraging signs in the order book and potential for a rebound if government-facing headwinds ease.
Meeting Pebble Beach's CEO: Lee & The IC
Q: Do you have an edge technically over competitors, and what is Pebble Beach's position in the market?
Pebble Beach is an independent, best-of-breed automation provider with deep interoperability across many technologies, which contrasts with larger, end-to-end suites; they are among the top tier globally and differentiate through flexibility and a wide driver ecosystem.
Meeting Pebble Beach's CEO: Lee & The IC
Q: John, just to bring you in, what was it that brought you to the Pebble Beach story?
I was introduced to Pebble Beach's chairman and Peter, looked at the figures, and in broad terms saw a growing sector due to the rise of streaming and the company's attractive recurring revenue and relationships with major names.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Gender Skew
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Frequently Asked Questions About Investors' Chronicle

What is Investors' Chronicle about and what kind of topics does it cover?

Investors' Chronicle focuses on equity markets, funds, and investment strategy through interviews with fund managers, analysts, and industry experts. Recent episodes regularly dissect company results, M&A rumors, macro themes, and sector-specific dynamics (tech, healthcare, energy, real estate, and financials), often pairing corporate case studies with broader market context. A distinctive angle is blending practical portfolio considerations (dividends, buybacks, capital allocation) with forward-looking themes like AI, space economy, and regulatory shifts, making it a solid resource for informed private investors seeking deeper insights and actionable ideas. Notable strengths include high-caliber guest appearances from asset managers and in... more

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Which podcasts are similar to Investors' Chronicle?

These podcasts share a similar audience with Investors' Chronicle:

1. On The Money
2. AJ Bell Money & Markets
3. Merryn Talks Money
4. MoneyWeek Talks
5. Many Happy Returns

How many episodes of Investors' Chronicle are there?

Investors' Chronicle launched 12 years ago and published 1187 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Investors' Chronicle?

Recent guests on Investors' Chronicle include:

1. Julian Hofmann
2. Mark Robinson
3. Peter Mayhead
4. Arthur Sants
5. Erin Withey
6. Helen Kirrane
7. Richard Clode
8. Hugh Moorhead

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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