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 Companies & Markets Show: Emerging markets, Hargreaves' charges and Top 50 Funds
Partner Content: Winners and losers
The Companies and Markets show: Braemar, Shell & BP, what is behind Sterling's weakness?
Liontrust's Anthony Cross: Recessions tend to be more regional in their impact
The Companies and Markets show: Cineworld flops, Hunting tops, Blockbuster drugs & HL's secret deal
The Companies and Markets show: Gambling sector, Balfour Beatty, and why to stick with equities
Day trader Michael Taylor: "Losers average losers"
The Companies and Markets show: Canaries in the coalmine
The Companies and Markets show: Pearson, Rolls-Royce, and the UK audit market
The Companies and Markets show: Which companies are most inflation proof?
IC Interviews: Jon Forster (Impax Environmental Markets)
Partner Content: Connected Investor Podcast - Seeing stars (and stripes)
The Companies and Markets show: Mining fortunes, comparing economic eras, and why won't companies list in London?
The Companies and Markets show: Haleon listing, the business of psychedelics, and a European gas crisis
The Companies and Markets show: Robert Walters, Top 50 ETFs, and the dangers of investing in unlisted assets
Companies and Markets show: Wise, small-cap bosses, and investment clubs
The Companies and Markets show: Ocado, DS Smith, Lessons from VCs
Guy Spier: Our brains didn’t evolve for a modern economy
The Companies and Markets show: Are we headed for a housing market downturn?
Scottish Mortgage’s Burns: Radical innovation always matters
Create your
podcast in
minutes
It is Free
THE ADAM BUXTON PODCAST
Wahlgren & Wistam
Mellan Himmel och Jord
Olösta Fall
Spår