Investors' Chronicle

This week’s episode kicks off with the latest batch of London-listed AI players. Up first are the IT resellers who are reaping the rewards of the boom; we discuss Computacenter and Softcat, the latter of which tapped investors for several hundred million pounds last week.On the other side of the ledger, there has been a fresh sell-off for the likes of Rightmove after Meta released its AI agent, Muse. But the question is: have these ups and downs gone too far? Our technology reporter Arthur Sants discusses the prospects for resellers, Meta, and online marketplaces.We then cast our ears to the burgeoning business of prize draws, be it high-profile ‘win your dream home’ competitions or all manner of niche prizes. Is this a new UK national obsession? Which companies are trying to muscle in on the sector? And what does all this say about our saving habits? Erin Withey has the answers.The show wraps up with a look at our pensions special report: all you need to know about using a personal pension, how to invest it and how to plan the perfect retirement, in one helpful guide. Helen Kirrane explains when to use a pension versus an Isa and outlines some quirks to watch out for.Timestamps: 00:00 Intro1:09 AI winners18:47 British prize draw boom31:30 Planning your pension: Our special report Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube

The Bankers Investment Trust is a global stock market fund with around £1.5bn in assets.It’s an exciting time for the trust as it says goodbye to longstanding manager Alex Crooke. Richard Clode, who joined as co-manager last year, is taking over.Funds editor Val Cipriani sits down with Clode to discuss what the switch-up means for the portfolio and what being a quality investor means to him. The duo also explores how Clode balances stockpicking with geopolitics, his attitude to risk management, and where he is finding new opportunities.You can listen to the interview, alongside all of our other podcasts, on ACast, Apple, Spotify or YouTube.

This week’s episode looks at two companies making a series of deals and partnerships in a bid to buck the troubling trends in their respective sectors. We begin with consumer staples company McBride, whose shares have been buoyant in recent weeks as the cleaning products manufacturer, known for brands such as Oven Pride, expands its horizons. Mark Robinson is in the studio to discuss the details.Hugh Moorhead then joins the conversation to look at the dealmaking plans at Supermarket Income Reit, seen by investors as a rare bright spot in the property sector at the moment. The show wraps up with an existential question that has been hitting headlines over the past week: Is AI going to destroy the world? Mark is back to give his view on whether the hype and hysteria have got out of hand.Timestamps00:00 Intro00:52 McBride12:24 Supermarket Income Reit20:26 Has the AI hysteria got out of hand?Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube

Figuring out which funds to buy is overwhelming for even the most experienced investors – but as a beginner, it’s important to understand your options so you can make the right decisions. Funds editor Val Cipriani is in the studio with personal finance editor Holly McKechnie to break down the process. First, the duo explains what a fund is, the three main types, and why they are a good option to kick-start your investment journey. Val then dives into the difference between stocks and bonds, while also helping you to understand risk tolerance and how to figure out what kind of investor you are or want to be.Before rounding off, Val gets into the nitty-gritty of portfolio-building best practices. From keeping it manageable to controlling your costs, Val and Holly have you covered. If you want to get started, you can check out our Top 50 funds here.Timestamps00:00 Intro00:45 Why a fund is a good option for beginner investors04:32 The different types of funds13:30 How to build a portfolio and decide your asset allocation17:36 Understanding active fundsListen to episodes of Women & Wealth by clicking here or on ACast, Apple, Spotify or YouTube.If you have any questions you’d like the duo to answer, email val.cipriani@ft.com or holly.mckechnie@ft.com

Even as uncertainty reins in the markets, 2026 has been another bumper year for returns. But, as ever, that does hide plenty of dispersion below the surface; with that in mind, this week’s show looks at two stocks at opposite ends of the scale.One is up over 800 per cent in the year to date – that’s semiconductor manufacturer IQE, which reported interim results on Monday. Michael Fahy is in the studio to dive into the details and ask whether its run can continue.At the other end of the spectrum is Mortgage Advice Bureau, which fell 20 per cent on Wednesday after lowering full-year guidance. Julian Hofmann asks whether there’s any light at the end of the tunnel after it departed from Aim, and will also run the rule over the thus-far better-performing Property Franchise Group.In between, we turn to our Top 50 Funds of 2026. Val Cipriani and her expert panel have compiled our annual rundown of 50 active funds we think may be suitable for a range of investors. Val talks through our picks.Timestamps: 00:00 Intro01.14 IQE14:19 Top 50 Funds26:17 Mortgage Advice BureauListen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube

This week’s show begins with a look at Meta after the social media giant had to fork out $18bn following accusations that its products are deliberately addictive for younger people. Valeria Martinez is in the studio to discuss whether big tech and other sectors are now the new ‘sin stocks’ and whether the companies which are so irresistible to consumers are toxic for investors. We then discuss our annual Top 50 ETFs best-buy list, released earlier this summer. Val Cipriani talks us through how it was compiled, some of the changes, and what investors should consider when buying tracker funds.Finally, we look at building materials supplier Grafton, which released half-year results on Thursday morning. Mark Robinson weighs up whether its UK struggles are being offset by better business in the rest of Europe and its home market of Ireland, and what this means for the investment case.Timestamps:00:00 Intro01:09 Top 50 ETFs12:34 A new age of 'Sin stocks'27:10 Grafton's resultsListen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube

First, we cast our ears to British industrial stocks and ask whether they are being picked off too cheaply. Michael Fahy dives into why manufacturers are significantly more undervalued than their US counterparts and discusses the sector’s acquisitions in recent years.We then turn to what is arguably our most important savings pot: the pension. You may have saved diligently and kept a close eye on your investments, but unexpected problems can still arise. From a later-life divorce or a stock market slump, plenty can throw retirement into jeopardy. But fret not, Holly McKechnie is in the studio to talk through the most common threats – and how to avoid them. Finally, we look at Nvidia and its keenly anticipated earnings update. To investors’ joy, it delivered on all fronts and revenue at the world’s largest company more than doubled, smashing Wall Street’s expectations. Arthur Sants explains the latest figures and its new circular financing strategy, which is raising a lot of eyebrows (more on that here).Timestamps00:00 Intro03:32 Are UK industrials being picked off too cheaply?19:95 Common risks to your pension – and how to avoid them20:36 Nvidia's promising figures and new financing strategyListen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube

After a summer hiatus, Alex Newman and Lord Lee are back in the studio, and the duo have a lot to catch up on. The UK has seen a change of prime minister, record-breaking heat and plenty of action in stock markets.First, the pair turn to Britain’s new government. While Andy Burnham and John Healey have revealed very little about their fiscal plans, Lord Lee gives his thoughts, including how to encourage the country’s sleepy retail investor base. The episode then moves to listener questions, John’s approach to stockpicking and the latest buys, sells and changes in his own portfolio. Highlights include Primary Health Properties’ lofty yield and why he believes investing is an “art rather than a science”.Timestamps00:00 Intro01:08 Lord Lee's thoughts on Burnham's Britain10:18 A look into John's portfolio: Buys and sells21:09 Jet2, PZ Cussons, Christie Group and more33:26 Goodwin, income stocks and takeover opportunitiesLet us know your thoughts, or if you have any questions or any suggestions for future guests, by emailing alex.newman@ft.comListen to more podcasts from Investors’ Chronicle by clicking here or heading to Apple, Spotify and YouTube

Up first this week is self-labelled ‘King of Trainers’ JD Sports, whose shares took a 15 per cent tumble on Thursday morning. The FTSE 100 retailer has blamed much of the slump on delayed back-to-school spending and a rising cost of living. Erin Withey explains what’s going on.Next we turn to what has become a trend of the past few months: star fund managers overhauling portfolios. Bill Ackman of Pershing Square has joined the party in trying to stop disappointing returns, but when your portfolio only has around 12 stocks, and you change 11 of them, it’s going to have some significant repercussions. Val Cipriani is in the studio to discuss whether the shake-up is for the better or whether investors should be worried. Finally, we look at Oxford Nanopore; initial excitement after its IPO has waned, and the testing company has struggled as its biggest segment, its research arm, has lagged. Julian Hofmann dives into its management’s plans to switch up its strategy and what this means for shareholders.Timestamps: 00:00 Intro3:59 JD Sports10:57 Pershing Square20:08 Oxford NanoporeListen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube