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

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We begin this week’s chat with deputy companies editor Michael Fahy who runs through the history and new developments at tech solutions company Filtronic (FTC). Having signed a deal matching its total revenue last year, Michael unpacks the potential prospects for the business.

On the day the Bank of England announced it would keep interest rates on hold, Julian Hofmann joins the conversation to discuss his latest story on mid-cap stocks benefiting from interest rate cuts. Alex Newman also weighs in on the debate.

Last up, Mark Robinson discusses oil services group John Wood Group’s (WG) trading update and the recent opportunistic bid from Sidara. Would a deal make sense?

Timestamps

1:25 Filtronic (FTC)

16:12 Mid-caps

29:29 Wood Group (WG)

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The latest episode of The IC Interviews features Ian Lance, co-manager of Temple Bar Investment Trust alongside Nick Purves, who together have more than five decades of experience. The duo focus on undervalued UK shares and are adept at avoiding value traps.

In this episode, Dave and Ian discuss the possibility of a UK re-rating, the sectors most attracting Ian and Nick’s attention, news from Royal Mail-owner International Distribution Service (IDS), tobacco stocks and much more.

This episode was recorded on 17 April.

Timestamps

00:51 Is there a catalyst for a UK re-rating?

2:35 Buybacks

4:54 The sectors catching his eye

6:42 Energy and commodity prices

8:54 How Lance thinks banks balance the benefits of higher rates versus risk

11:11 Why the trust doesn’t have more UK holdings

13:52 The fund's income versus total return outlook

15:25 Holdings that don’t pay much out

17:11 International Distribution Service (IDS)

19:53 What would make Lance give up hope on a turnaround play

23:05 Sectors that are hard to be optimistic about

25:04 Other sectors with appeal

Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week.

To start your trial, visit investorschronicle.co.uk/podcasttrial

*After your 12-week trial you will pay just £56.25 every 13 weeks by direct debit.

If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only.

Hosted on Acast. See acast.com/privacy for more information.