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.
Simon Thompson: Secrets of successful investing
Why you should invest
Alex Wright: “Fundamentals look really strong, particularly in the consumer area”
Oakley's Steven Tredget: "Most private equity is now a force for good"
Terry Smith: “The problem is most people don’t read the accounts”
Ian Mortimer and Matthew Page: “Some companies can immediately pass on prices"
Sam Cosh: Bucking the income trend with smaller company growth
Partner Content: Connected Investor Podcast - A Crack in the China
Iain McCombie: “It’s a myth that you can’t find interesting companies in the UK”
Hamish Baillie: “Financial repression is going to be the path forward”
Dr Paul Jourdan: "Lots of people love to knock Aim. I'm absolutely not in that camp"
Nick Brind: “Banks are one of the biggest beneficiaries of a rise in interest rates”
David Cornell: “The ability to compound earnings in India is really very exciting”
Simon Brewer: “I think central banks are engaging in some wishful thinking”
Blake Hutchins: Looking for “dividend champions of the future”
Chris Dillow: “I’ve never understood the idea that market timing doesn’t work”
Azeem Azhar: "The best deep tech funds are heavily oversubscribed"
Somerset's Mark Williams: China crackdown "a reality check rather than a change"
Jason Hollands: “Most fund companies have some disappointing funds”
Partner content: Silicon Valley byte size - Enter the golden age
Create your
podcast in
minutes
It is Free
THE ADAM BUXTON PODCAST
Wahlgren & Wistam
Mellan Himmel och Jord
Olösta Fall
Spår