This week on the show, Mark Robinson and Julian Hofmann discuss interim figures from asset manager Jupiter, and ask whether the company – and the wider sector – is truly on the road to recovery.

Our big read of the week looks at six different ways of pension planning. Personal finance editor Val Cipriani analyses the all-important topic of how to make your money last in your retirement.

Finally Valeria Martinez looks at recent results from consultancy turned activist investor Science Group, which is sitting on excess cash made from its stake in rival Ricardo earlier this year.

Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube

Timestamps

1:38 Jupiter

13:35 Retirement Strategies

24:44 Science Group

Midroll 24:43

Find out more about these topics:

One-third drop in Jupiter’s earnings clouds recovery hopes

How to find your ‘retirement profile’ – and how to invest for it

Science Group cashes in on Ricardo activist campaign

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This week, Centrica (CNA) announced it had acquired 15 per cent of the East Suffolk Sizewell C nuclear plant. Commodities expert Alex Hamer looks into the deal and how it will affect taxpayers and shareholders, alongside Centrica’s latest results.

Next, Mike Fahy covers our Big Read on global hidden gem companies. Dan and Mike unpack some of the stocks included and why we chose them, and the ways investors can access them.

Last up, Hugh Moorhead joins the panel to discuss two companies that need little introduction: Coca-Cola (US:KO) and PepsiCo (US:PEP). Hugh looks at the differences between their operating models, pricing power, and innovations. Listen to find out everything investors need to know.

Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube

Timestamps

1:28 Centrica

14:58 Global hidden gems

25:38 Coke versus Pepsi

Find out more about these topics:

Centrica sizing up nuclear ambition

Hidden gem stocks from around the world

Coke versus Pepsi: Why investors have a clear favourite

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After a two-month hiatus, Alex and Lord Lee reunite in the Financial Times studio to cover the latest updates on ten stocks from Lord Lee’s portfolio and questions sent in by listeners. From his thoughts on his biggest holding M&G (MNG) to Cerillion (CER) CEO Louis Hall’s decision to sell a chunk of his holding, Lord Lee shares his invaluable knowledge acquired through his half-century career in investing.

As usual, the episode wraps up with an update on Lord Lee’s portfolio, with the latest buys and sells, including one of Simon Thompson’s 2025 Bargain Shares.

Timestamps

00:13 Introduction

00:51 Lord Lee’s take on the market

2:54 The government’s growth agenda

4:58 M&G

9:36 PZ Cussons

13:04 Treatt

15:32 Listen question on Cerillion

18:02 Braemar’s decision to cut its dividend

20:58 Reduction in Supermarket Income Reit

22:48 Two new positions

28:19 Updates from Lord Lee’s long-term holdings

Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube

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