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.
The evolving world of textiles, gold mining and 4imprint: The Companies and Markets Show
‘Most businesses would benefit from more intelligence’: Tom Slater
The Indian opportunity, Ashmore and Bakkavor: The Companies and Markets Show
Boeing, fractures in the global economy, and recruiters: The Companies and Markets Show
‘It's probably smarter to be a momentum investor’: Bearbull
Next and JD Sports updates, the FTSE’s 40th and Ideas of 2024: The Companies and Markets Show
‘Gifting shares to schools and pupils will be transformational’ | Lee and the IC
The Companies and Markets Show: Merging Reits, ESG funds and Goodwin
The Companies and Markets Show: AJ Bell, UK biotechs and what next for the oil price
Partner Content: Delving into the details
IC Interviews: Small-cap expert Simon Thompson
The Companies and Markets Show: Ashtead, Redde Northgate and the stockpicker resurgence
2023 Recap: Lessons and Opportunities in the Aftershock Economy
The Companies and Markets Show: Focusrite, XPS Pensions and profiting from the energy switch
IC Interviews: Stuart Widdowson of Odyssean Investment Trust
The Companies and Markets Show: Avon Protection, the Autumn Statement and quality US shares
A store of value | Lee and the IC
The Companies and Markets Show: Diageo, Reits and Investment Trusts
IC Interviews: James de Uphaugh and Imran Sattar of Edinburgh Investment Trust
The Companies and Markets Show: ABF, Apple, and the ‘winner’s curse’
Create your
podcast in
minutes
It is Free
THE ADAM BUXTON PODCAST
Wahlgren & Wistam
Mellan Himmel och Jord
Olösta Fall
Spår