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.
Bearbull: If everyone’s so bearish, why isn’t the market weaker?
Ben Rogoff: Everything's for sale
The Companies and Markets show: Reacting to the UK's energy windfall tax + M&S and SIPPS
Peter Spiller: It’d be foolish to be confident because this world is so fragile
The Companies and Markets show: BT, Vodafone, and have supply chains changed forever?
Chris Dillow’s parting words of wisdom
The Companies and Markets show: Talking rubbish
Tim Levene: Valuation is a topic of great debate in fintech
The Companies and Markets show: Deflating the warehouse bubble
Professor Russell Napier: The equity index fund is a dangerous product
The Companies and Markets show: The FTSE 350 review + Twitter liberated?
Ken Wotton: Volatility is throwing up really interesting opportunities
The Companies and Markets show: What are miners going to do with all their cash?
The Companies and Markets show: Inflation-proof companies and Musk buys Twitter
The Companies and Markets show: Bellway, Burford, and Tesco
Sebastian Lyon: I think we’re in a regime change vis-à-vis inflation
The Companies and Markets show: Buffett buys again and Spring Statement reactions
Paul Major: A transformation of healthcare is an inevitable reality
The Companies and Markets show: Commodities crisis continues
Isa investing in turbulent markets
Create your
podcast in
minutes
It is Free
THE ADAM BUXTON PODCAST
Wahlgren & Wistam
Mellan Himmel och Jord
Olösta Fall
Spår