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.
Personal Finance Show: True portfolio diversification and UK tech opportunities
Manic Miners
Interview: Adding emerging value and avoiding traps
Extraction Podcast: Big changes at BP
Personal Finance Show: UK equities worth the risk and finding funds’ value for money
Companies & Markets Show: Skin in the game
Extraction Podcast: Gemfields returns to London
Personal Finance Show: Investing beyond the coronavirus and when cash is king
Companies & Markets Show: Stiff competition
Personal Finance Show: Payback time for Woodford and how to access property
Companies & Markets Show: Motoring along
Personal Finance Show: The right routes to gold and property, and the importance of being able to sell
Companies & Markets Show: Going flat
Personal Finance Show: American value for money and bonds with better returns
Companies & Markets Show: Everything's coming up Rosier
Personal Finance Show: The world's best yields and how to lose less tax
Companies & Markets Show: Quality control
Personal Finance Show: Opportunities in UK mid-caps and well positioned funds for 2020
Personal Finance Show: Emerging opportunities and embracing UK uncertainty
Companies & Markets Show: Top tip
Create your
podcast in
minutes
It is Free
THE ADAM BUXTON PODCAST
Wahlgren & Wistam
Mellan Himmel och Jord
Olösta Fall
Spår