In another packed episode, host Dan Jones is joined by Christopher Akers to look at half-year results from car testing company AB Dynamics (ABDP). Can it continue to perform well at a time when the automotive industry is yet again facing a string of pressures, including those dreaded tariffs?

Next up is a look at this week’s Big Read on ‘survivor shares’. James Norrington introduces the thinking behind the piece and discusses the metrics you can use to find companies that will prosper in an uncertain world.

The team then turn to preference shares. While loved by income seekers because of their impressive yields, they may not be long for this world given Aviva’s (AV.) successful attempt to cancel some of its prefs this month. Jemma Slingo discusses the implications and whether investors are being too hasty in voting for the cancellation of these shares.

1:21 AB Dynamics

10:35 Survivor Shares

22:13 Preference shares

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As a wealth preservation fund, Personal Assets aims to generate returns above inflation using a long-term approach. But with uncertainty rife thanks to tariffs, the fund is facing a very “interesting” time.

In our latest IC Interviews episode, Dave Baxter and Charlotte discuss the talk of the town – tariffs. Listen to the episode to hear the pair unpack the fund’s behaviour after the sell-off, why the managers are backing gold, why Charlotte doesn’t believe weight-loss drugs are a threat to alcohol stocks, and more.

This episode was recorded on 14 April.

Timestamps

00:59 How the fund is behaving after the sell-off

4:00 Impact of tariffs on stock markets

8:35 Stock markets the fund is favouring

12:06 US Treasuries

15:44 Sectors to benefit from structural inflation

18:31 Gold

20:51 Food and drink stocks

22:49 Weight-loss drugs and alcohol consumption

26:27 Markets aside from the US

27:28 The aim of the fund

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We begin with results from electronics manufacturer, TT Electronics (TTG). Michael Fahy and Arthur Sants explain how its North American and European divisions have been performing, and how the senior leadership is changing.

Tariffs again, but from a different angle. Arthur Sants, our US correspondent, unpacks how tech stocks Apple (AAPL) and Nvidia (NVDA) are faring, what could happen next and which businesses are best set to prosper.

Last up, Mark Robinson covers motor finance and lender S&U’s (SUS) results. It faces significant uncertainty due to regulatory issues and a Supreme Court ruling taking place in a few months. Mark and Dan explore what it means for the business and its shareholders.

Timestamps

1:30 TT Electronics

10:12 Tariffs and trade

28:21 S&U

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As tariffs continue to send markets into a frenzy, the panel gives listeners a rundown of how we got here, what’s happening now and what lies ahead for untouched industries such as pharmaceuticals.

Val Cipriani joins to discuss this week’s cover feature on the investing world beyond listed stocks. Val and Dan share how investors can get exposed to unlisted shares, how to find out what they’re worth and other tips to find out if you can trust valuations.

It’s then on to Staffline’s (STAF) results. Valeria Martinez reveals why it held up better than its recruiting peers and what its recent PeoplePlus disposal means for the business in the future.

Timestamps

1:53 Market frenzy

18:13 Unlisted stocks

28:27 Staffline

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The panel unpack details of the swathe of tariffs announced by US President Donald Trump. They discuss what was announced, their curious calculations, the implications on nations and stocks, and what retaliations could occur.

Dave Baxter joins to discuss global equity funds, the topic of this week’s Big Read. Dave and Dan unpack the thinking behind the piece, some of the companies that crop up in the funds mentioned, including the most popular of the Magnificent Seven and more.

Lastly, Jemma Slingo covers the latest on Aviva (AV.), which is attempting to cancel its preference shares. It argues they are an ‘inefficient form of funding’, but investors are not too happy with the move.

Timestamps

1:41 Tariffs

21:15 Global equity funds

28:15 Aviva

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 www.investorschronicle.co.uk/podcasttrial

*After your 12-week trial you will pay just £62 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.

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Dan Jones is joined by Natasha Voase to discuss Bellway’s (BWY) results, and what they reveal about the state of the property market. The pair also unpack the future of housebuilding in light of the Spring Statement and what it means for Vistry (VTY) and Barratt Redrow (BTRW).

Val Cipriani joins to carry on the Spring Statement conversation, but changing course toward Isas and the various takes experts, investors and providers will have on changes to allowances.

Lastly, we’re back to company results with Fevertree (FEVR). Mark Robinson explores the wider trends in the beverages sector and the company’s deal with brewer Molson Coors.

Timestamps

1:27 Housebuilders

11:12 Isas

21:32 Fevertree

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 www.investorschronicle.co.uk/podcasttrial

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The Blue Whale Growth fund concentrates on large cap companies across global stock markets. US tech has dominated global indices, investors’ minds and until recently, the fund. Dave Baxter talks to manager Stephen Yiu about his updated thoughts on the Magnificent Seven, Donald Trump’s impact on the AI play, overlooked sectors and more.

This episode was recorded on 24 February.

Timestamps

00:29 DeepSeek

2:13 Identifying AI winners

5:36 Exiting Microsoft and US tech

9:38 Turnover in the fund

13:03 Evolution of the fund

16:55 Valuations

20:10 European and Asian companies

21:54 Trump and the trade war

23:33 Areas to keep an eye on

27:30 Compelling themes in the fund beyond AI

32:09 Overlooked companies

34:24 Danaher

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Dan Jones is joined by Alex Newman and Julian Hofmann to discuss the shift away from US shares towards Europe and even the UK – and the implications for investors.

Next up, Alex Newman breaks down his Big Read this week on how the ultra-rich invest and what more humble investors can learn from their investing practices.

Lastly we turn our attention to UK company reporting and specifically Close Brothers (CBG), whose results this weekprompted a sell-off, with the shadow of motor finance rulings lingering over the company.

1:29: The great rotation

16:50: The Big Read: Ultra-rich Investors

23:51: Close Brothers

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