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.
Paid Post: Trading psychology – run profits and minimise losses
Personal Finance Show: The best growth in India and turning away from banks
Companies & Markets Show: Black Friday special
Paid Post: Trading psychology – control the emotions holding you back
Personal Finance Show: Investment trust IPOs and how to play the UK
Companies & Markets Show: Losing altitude
Paid Post: An introduction to trading psychology
Personal Finance Show: The best defensive income and unquoted boost for Scottish Mortgage
Companies & Markets Show: Fake profits
Paid Post: The outlook for bonds
PF Podcast: Budget bonanza and end of an income era?
Companies & Markets Show: BUDGET SPECIAL
Paid Post: Commodities - the new supply and demand fundamentals
Personal Finance Show: High income from small loans and the right time to sell
Companies & Markets Show: When growth goes bad
Paid Post: Boom or bubble – US tech stock analysis
Personal Finance Show: Emerging bargains and why selling matters
Companies & Markets Show: A week’s a long time in retail
Paid Post: The economic outlook for equities
Boardroom Talk: Joules
Create your
podcast in
minutes
It is Free
THE ADAM BUXTON PODCAST
Wahlgren & Wistam
Mellan Himmel och Jord
Olösta Fall
Spår