Investors' Chronicle

This week, the show begins by looking across the pond at the crisis enveloping what was until recently the world’s largest company, chipmaker Nvidia.

Chief executive Jensen Huang has been ousted over alleged affairs with a suspected Chinese spy and an employee, with the share price slumping in response. Dan Jones chats to Julian Hofmann about what this means for the company’s future and the AI boom in general.

We then turn to a topic that’s caused a stir here in the UK – Labour’s new ‘guided retirement’ pension proposals. Holly McKechnie tells us what these changes mean for retirees, and why choice remains an option for investors.

To finish, we run the rule over Vodafone’s half-year results. The reshaped telecoms business has seen its share price almost double since the start of 2025, but there are still plenty of problems to tackle. Valeria Martinez has the details.

Timestamps
00:00 Intro
01:02 Nvidia's scandal
09:05 Labour's new pension plan
18:56 Is Vodafone still worth buying?

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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.

Alex Newman and Lord Lee of Trafford are back to delve into the investment case for FTSE 250 manufacturer Victrex (VCT), a manufacturer of ultra-high-performance polymers used in applications ranging from airframes to medical implants.

Joining them is the group’s chief executive Dr James Routh, who took over this year after eight years leading AB Dynamics. They dive into Routh’s background, his strategy for Victrex, as well as the opportunities and risks facing the company. The episode also looks at the latest changes to John’s portfolio.

Let us know your thoughts, or if you have any questions or any suggestions for future guests, by emailing alex.newman@ft.com

Timestamps
01:56 What does Victrex specialise in?
08:37 Victrex’s turnaround strategy
17:53 Why did it cut its dividend?
25:08 New opportunities
38:44 Lord Lee’s portfolio update

Listen to more podcasts from Investors’ Chronicle by clicking here or heading to 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.

This week’s episode begins with the sweeping Democratic gains in the US midterm elections, with voters delivering a harsh verdict on President Donald Trump and his Republican Party.

But what does the tsunami of blue mean for markets? Alpha editor James Norrington is in the studio to look at the dollar, US Treasuries, gold and what comes next for investors.

Company results season is warming up with several big names reporting in recent days. Erin Withey has the details on Associated British Foods (ABF) after its share price struggled, led by a drag from sugar and its Primark clothing arm.

Finally, we turn to our Big Read and explain how to take advantage of the infrastructure opportunity. Val Cipriani helps investors understand this broad asset class and offers answers to the all-important question of which stocks and funds to buy.

Timestamps:
00:00 Introduction
01:18 Midterms vs markets
05:53 ABF
12:28 How to invest in the infrastructure opportunity

Listen to more podcasts from Investors’ Chronicle 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.

Very few people enjoy admin, especially when it comes to money. And for women, who already take on the bulk of the ‘mental load’ of managing other aspects of family life, financial planning can feel especially daunting.

After a short hiatus, funds editor Val Cipriani and personal finance editor Holly McKechnie are back in the studio to dive into why managing our finances becomes such a challenge and how to make space for it in a busy life.

Val and Holly get into the nitty-gritty of what the mental load actually is, the scale of the problem, and how it can affect your financial planning. The pair offer solutions to balancing life and finances, as well as exploring how to navigate the tricky topic of money in relationships.

Women and Wealth is a monthly podcast from Investors’ Chronicle. You can listen to and watch episodes of Women & Wealth, alongside our other podcasts, on ACast, Apple, Spotify or YouTube

Timestamps
00:00 Introduction
01:19 What is the mental load
06:22 How the mental load can affect your financial planning
09:58 Tips to make money admin easier
13:09 Why pensions and wills are often neglected
20:39 Managing money as a couple

If you have any questions you’d like Val and Holly to answer, email val.cipriani@ft.com or holly.mckechnie@ft.com

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.

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 everything you need to know about the Claude owner’s stock exchange filing, including its rapid growth and major financial obligations, as well as whether the company represents a good investment, a risk to humanity, or both.

We then turn to the Burnham government’s first Budget, revealed yesterday by chancellor John Healey. Our personal finance editor Holly McKechnie explains how the important announcements will affect you and your money, taking in Isa changes, tax increases and more.

The episode wraps up with a focus on UK banks, after Healey announced that the sector would be subject to higher taxes, albeit not quite as high as some had thought. Chris Akers talks through the implications, as well as taking a look at third-quarter updates released this week from Lloyds, Barclays and HSBC.

00:00 Intro
01:11 Anthropic IPO
16:49 What does the Budget mean for your money
27:02 UK banks

Listen to more podcasts from Investors’ Chronicle 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.