On the week Donald Trump retook the position of US president, a handful of banking stocks released strong results. Jemma Slingo joins host Dan Jones to explore what investors need to know about Trump’s potential impact, the differences between UK and US banks, and a broader outlook for the year.

It’s then onto this week’s cover feature on creating five-year outlooks for markets. Alex Newman runs through his thinking behind the piece, the challenges that arise when predicting market moves, and his predictions for gold.

Last up, Julian Hoffman talks weight-loss drugs. He and Dan discuss what investors can expect in the year ahead, why Novo Nordisk’s results were disappointing, and more.

Timestamps

1:11 US banks

12:22 A five-year outlook

24:58 Biotech

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 www.investorschronicle.co.uk/podcasttrial

*After your 12-week trial you will pay just £62 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.

Dave Baxter and Dan Jones sit down with the founder of Saba Capital, Boaz Weinstein. Last month, Saba sent the investment trust space into disarray by announcing it wanted to unseat board members at seven underperforming trusts, and merge them or offer shareholders a way out.

In the episode, Dave and Dan grill Boaz on how Saba’s plans would work, what happens if it doesn’t win the votes, his belief that investors will benefit and more.

The deadlines for shareholders to vote on Saba’s proposals vary, but in many cases, they are due before the end of January: check with your platform for details.

How to vote in Saba's big investment trust battle

Timestamps

1:45 Are we too preoccupied with discounts?

5:04 Critiques of Saba

6:53 The plan when the results are in

10:05 Professional investors’ view

12:21 If they don’t win the votes

15:01 Cash exits for trusts

16:53 Trusts’ unlisted holdings eg. SpaceX

19:57 The strategy for a new super-entity

23:31 Where Saba’s attention will turn next

25:55 If they win the vote, will they mimic US processes?

28:10 Can Saba keep discounts in check?

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 www.investorschronicle.co.uk/podcasttrial

*After your 12-week trial you will pay just £62 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.

This week’s episode starts off with a discussion of Games Workshop’s (GAW) results which showed strong core revenues. Valeria Martinez looks at how the business is performing geographically, the catalysts of its growth, its forecasts and more.

Julian Hofmann then gives listeners an insight into our latest cover feature on dividend minnows. He shares the background of his research on the history of dividends in the FTSE 100 and highlights what investors should be wary of when it comes to large-cap dividends. He also touches on some examples from the piece such as brickmaker, Brickabilty (BRCK).

Last up is the pig and cattle genetics company Genus (GNS). Shares were up 20 per cent in just one day earlier in the week, a change of tune from its performance in previous years. Julian touches on the backdrop for the company’s performance and why it’s hard to price.

Timestamps

1:09 Games Workshop

17:00 Income minnows

25:34 Genus

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 www.investorschronicle.co.uk/podcasttrial

*After your 12-week trial you will pay just £62 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.