This week’s show kicks off with a look at FTSE 100 Reit Land Securities, which reported full-year figures. It is still shifting away from offices in favour of shopping centres and residential developments, but with gilt yields spiking again this week, will it remain a victim of circumstances beyond its control? Hugh Moorhead dives into the details. More updates on that here

Discussion then turns to Vodafone – its annual results were met with a mixed reaction, but its turnaround plan has found favour over the past year and continues at pace. Alex Newman and Dan Jones discuss whether doubling down on the UK and Africa makes sense. More on Vodafone here

To conclude, we delve into our Big Read , which, in the face of current geopolitical uncertainty, outlines five portfolios for five possible futures. Julian Hofmann explains why investors should consider scenario planning rather than predictions, and outlines what some of these different eventualities will mean for a range of investments.

Read more here:

Landsec struggles to convince on new strategy

Vodafone moves forward with greater clarity

Five ways to invest during turbulent times

Time stamps

00:00 Intro

01:08 Land Securities

09:41 Vodafone

21:29 How to shield your portfolio

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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.

PZ Cussons, known for brands such as Imperial Leather, Carex and Original Source, has been around for more than a century, but its shape and focus today are very different from its origins.

The FTSE 250 consumer goods giant is focusing on core brands and expanding overseas, and owns market-leading products in a host of countries around the world.

But M&A deals, both good and bad, have meant there are questions to be asked around the company’s strategy, balance sheet and future priorities, all of which Alex Newman and Lord John Lee put to CEO Jonathan Myers.

The trio discuss PZ Cussons’ expansion overseas, its share price valuation, where it can save costs, the stake owned by one of the founders’ families and much more.

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

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Timestamps

00:00 Intro

00:49 What is PZ Cussons?

02:56 Lord Lee's involvement

06:33 Strategic review

10:31 Offers for African business

13:39 Value of the brands

16:02 Is the valuation low?

19:34 Innovation and building new brands

24:32 Manufacturing efficiencies

27:02 Impact of Iran War

29:48 Shareholder register

31:15 Involvement of family owners

40:08 Confidence in future outlook

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.

As potential jet fuel shortages unnerve summer holidaymakers, airlines have been reporting shaky demand as people hold off from booking trips. But what of the hoteliers? In this week’s episode, we discuss the quarterly update from InterContinental Hotels (IHG), owner of Holiday Inn, as well as recent figures from Premier Inn owner Whitbread (WTB). Mark Robinson explains why the picture is brighter than many fear, and how long he expects that to continue.

We then talk through the latest figures from drinks giant Diageo (DGE), which has found life very hard for some time now. But with a dividend cut out the way, its CEO, former Tesco boss Sir Dave Lewis, is due to outline his new strategy this summer. Are things looking up? Or is it too soon to say for the Guinness maker – Mark has the answers. More on Diageo here

Finally, we tackle this week’s Big Read, asking the fundamental question for any investor – how to pick a fund. Val Cipriani explains our five-step guide, giving you a checklist of things to look for, mistakes to avoid, and more.

Read more here:

Our five-step guide to picking the best funds

Shares soar on (another) Taco feast

InterContinental reports rising revenues, but travel concerns linger

Timestamps

00:00 Intro

01:13 Hotels

14:09 Diageo

22:24 Fund selection

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.