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Investors' Chronicle

Investors' Chronicle
NVIDIA
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Astrazeneca

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 weeklyEpisodes1161Founded12 years ago
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NewsBusinessBusiness NewsInvesting

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Latest Episodes

This week, we begin with online grocer Ocado (OCDO) following reports of a CEO switch. Julian Hofmann dives into what a potential change at the top will mean for the FTSE 250 company that has struggled to deliver despite decades of investing in its t... more

This week, we begin proceedings with a look at the contrasting fortunes of two UK wealth managers: Aim-traded Tatton Asset Management (TAM) continues to reap rewards from its dominance of the model portfolio market. But its older rival, Rathbones (RA... more

Fevara (FVA:127p) may be new in name, but its roots and expertise stretch back more than a century through the former Carr’s Group. In the wake of this major transformation, the livestock supplements company’s focus is now on improving farming produc... more

This week’s show dives straight into safety and equipment maker Halma (HLMA), which reported its full-year results on Thursday morning. It may be time to re-evaluate the company’s description as one of the FTSE 100’s least newsworthy businesses – it ... more

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Recent Guests

Erin Withey
Analyst discussing AO World growth plans and shareholder returns
Episode: AO World, wealth managers & Castings: The Companies and Markets Show
Mark Robinson
Analyst evaluating Castings and industry dynamics
Episode: AO World, wealth managers & Castings: The Companies and Markets Show
Joshua Hoopes
Chief Executive of Fevara
Fevara
Episode: Meeting with Fevara’s CEO: Lee and the IC
Nick Train
Fund manager of the Finsbury Growth & Income Trust
Finsbury Growth & Income Trust
Episode: Investing in British Water, Nick Train & CMC: Companies and Markets Show
Ali Unwin
Deputy Fund Manager of the Polar Capital Technology Trust
Polar Capital
Episode: ‘Bottlenecks are the best way to benefit from AI’: Ali Unwin of Polar Capital Technology
Felicia Hjertman
Head of Investments at Monument; former founder of Tillet
Monument; Tillet
Episode: Women and investing: How to start a business
Helen Kirrane
Guest discussing pension providers, costs, and service considerations
Episode: Cranswick, the perfect pension & palm oil: Companies and Markets Show
Hugh Moorhead
Real estate equity analyst
Unknown for episode
Episode: Investing during volatility, property & Vodafone : Companies and Markets Show
Julian Hofmann
Author of big-read on scenario planning
Unknown for episode
Episode: Investing during volatility, property & Vodafone : Companies and Markets Show

Hosts

Alex Newman
Host with overarching involvement in investment discussion and electrification topics
John Lee
Co-host and investor guest interviewer, provides market commentary
Val Cipriani
Funds Editor / investment writer providing fund-picking guidance and equity fund context
Dan
Host of the segment; appears across multiple episodes

Reviews

4.3 out of 5 stars from 313 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 Kingdom3 months ago
  • Excellent

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

    Apple Podcasts
    5
    gritts
    United Kingdom7 months 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.

Clear expertise with strong guest lineups, but sound quality is sometimes inconsistent.
Guests are high-caliber and topic-focused, keeping episodes informative.
Hosts are appreciated for practical, actionable investment guidance, though some reviewers want stronger hosting balance.

Chart Rankings

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

Apple Podcasts
#40
United Kingdom/Business/Investing
Apple Podcasts
#113
United Kingdom/Business
Apple Podcasts
#16
Poland/Business/Investing
Apple Podcasts
#121
Poland/Business
Apple Podcasts
#158
Ireland/Business/Investing
Apple Podcasts
#214
Austria/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Meeting with Fevara’s CEO: Lee and the IC
Q: Can you briefly walk us through the logic for the split in Carr's Group and why shareholders were given the option to stay invested or exit?
The split created a focused, pure-play agricultural supplements business (Fevara) with a clear investment thesis, a loyal shareholder base, and the potential for higher growth and returns as the new standalone entity continues to pursue organic expansion and selective acquisitions.
‘Bottlenecks are the best way to benefit from AI’: Ali Unwin of Polar Capital Technology
Q: How do you view the Magnificent Seven, and why are Nvidia and Google positioned the way they are in your portfolio?
Ali discusses being underweight the Mag7 while holding Nvidia and Google due to strategic theses on supply/demand dynamics, AI leadership, chips and ecosystems, and the likelihood that frontier AI capabilities will continue to drive growth even as incumbent software models face disruption.
‘Bottlenecks are the best way to benefit from AI’: Ali Unwin of Polar Capital Technology
Q: What does introducing more AI into your research process and investing look like?
The team describes hiring an operations specialist to drive AI adoption, building screening tools and process automation across the investment cycle, and using AI to expand coverage and improve decision-making while maintaining human oversight on investments.
‘Bottlenecks are the best way to benefit from AI’: Ali Unwin of Polar Capital Technology
Q: And you and your team have the not exactly easy job of trying to outperform a benchmark that is made up entirely of tech companies. So ... AI.
Ali Unwin explains that they are excited about AI, view models as differentiated with genuine returns, and use a structured AI lens to avoid being exposed to the wrong kinds of AI beneficiaries, while embedding AI into their research and portfolio process to find the big winners.
Investing during volatility, property & Vodafone : Companies and Markets Show
Q: What is the strategic pivot Land Securities is pursuing, and what are the main risks?
The hosts summarize Land Securities' pivot from offices toward shopping centers and residential, driven by cost pressures and market dynamics, with risks including higher interest costs, regulatory hurdles in residential development, and potential downturns in investment markets that could slow disposals and new acquisitions.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Investors' Chronicle

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

A finance-focused discussion show featuring interviews with fund managers, analysts and corporate executives, with a steady emphasis on stocks, funds, macro trends and investment strategy. Recent topics span consumer brands, healthcare real estate, energy markets, robotics and technology, as well as practical guides on fund selection and platform costs. Notable strengths include high-caliber guests, thoughtful questions on portfolio construction, and a willingness to connect macro events to specific investment ideas. A recurring edge is the blend of sector deep-dives with broad market context, offering listeners both actionable insights and macro-readouts that can inform investment decisions and portfolio construction.

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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. Many Happy Returns
5. MoneyWeek Talks

How many episodes of Investors' Chronicle are there?

Investors' Chronicle launched 12 years ago and published 1161 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Investors' Chronicle?

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What guests have appeared on Investors' Chronicle?

Recent guests on Investors' Chronicle include:

1. Erin Withey
2. Mark Robinson
3. Joshua Hoopes
4. Nick Train
5. Ali Unwin
6. Felicia Hjertman
7. Helen Kirrane
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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