It’s another day chock-full of company results, albeit market attention is understandably still focused elsewhere given the events in the Middle East over the past week.

So today, we too will be discussing the implications of the US/Israel war with Iran. Mike Fahy is here to talk about energy, defence, and the implications for the UK and European economies.

After that, we turn to our big read of the week. The healthcare sector has typically been seen as a port in a storm during troubled times, and after a tough few years there had been signs of a revival even prior to the latest nerves. Julian Hofmann will dive into the detail and ask whether this momentum can continue.

Finally, next week marks the publication of our annual Isa special. With big reforms on the way for these popular savings accounts, personal finance editor Holly McKechnie joins us to discuss what’s happening, as well as outlining some practical steps listeners can take to meet their savings goals.

Timestamps:

00:00: Intro

01:06: War in Iran

13:32: Healthcare resurgence

26:05: Isa changes

Find out more:

‘Operation Epic Fury’ creates more noise for defence shares

Read all the latest stocks & shares news and analysis here

How to invest in the healthcare revival

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.

Ranmore Global Equity (IE00B61ZVB30) is a value fund that has grown very quickly over the past 18 months. In June 2024, it had a $300mn portfolio, but by January 2026 this had hit $1.5bn.

The fund’s manager, Sean Peche, talks to Val Cipriani about how he finds underappreciated and undervalued stocks, why he doesn’t meet company CEOs, and why buying and holding ‘forever’, a strategy favoured by star managers Terry Smith and Nick Train, no longer works in today’s rapidly changing world.

Timestamps

00:00: Intro

03:17: Three ways to get returns in markets and from companies

07:05: Value investing

08:31: Why I don’t meet CEOs

10:57: ‘Buy and hold forever’ doesn’t work in a rapidy changing world

15:22: A ‘fresh sheet approach’ and Qualcomm

17:40: The Magnificent Seven

19:21: Investors are starting to turn away from the US

23:09: Alternatives to the US

24:35: Terry Smith and passives

26:15: Greggs

29:01: Diageo

31:31: EasyJet

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.

Company results season is under way. We have a mass of companies reporting over the next couple of weeks, and we will dig in to one of the highest profile businesses on the FTSE 100 later in the show.

To start, though, we are looking at a lesser-known stock, albeit one whose shares have been surging higher for several years now: Lion Finance (BGEO), itself not far from FTSE 100 promotion, and which reported another set of well-received figures of its own earlier this week. Alex Newman asks whether the run can last.

Then, our big read this week is all about the existential question of the day: is AI working? With investors hopes and indeed fears now seemingly pinned on the technology, Valeria Martinez is here to discuss how companies outside the tech sector are applying AI in practice, and how effectively or otherwise they are being.

In our third segment we’ll look at a noted AI loser of recent months, albeit one that nonetheless put out a fairly superlative set of results this morning: London Stock Exchange (LSEG). Hugh Moorhead will take us through the risks and opportunities facing the business, and consider whether the sell-off has been overdone.

Read more:

Can investors ignore the FTSE 100’s next big bank?

Lion Finance’s profits exceed expectations

Next-generation AI stocks worth buying now

Timestamps:

00:00 Intro

01:12 Lion Finance

17:10 AI winners

33:56 London Stock Exchange Group

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.