We begin with trading updates from retailers and update investors on all they need to know about Next (NXT), M&S (MKS) and Greggs (GRG). There is considerable pressure across the board due to higher national insurance contributions, rising wages and uncertain consumer sentiment. Michael Fahy, Mark Robinson and Alex Newman weigh in.

Mark Robinson talks all things risk management, the topic of our latest Big Read. Mark touches on the golden rules to follow, how to protect a portfolio and more.

Next up is bond yields, a hot topic given the market turmoil, and the team discuss what’s happening and whether bonds can still be considered a diversifier away from stocks.

Timestamps

1:21 Retailers

18:02 Risk management

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We begin the year's final podcast discussing activist investor Saba Capital. Funds editor Dave Baxter explores the impact of its demand to remove the boards of seven investment trusts and what investors should do if the changes go ahead.

It’s then onto Hollywood Bowl’s (BOWL) results. The company reported a 7 per cent rise in revenue, but shares still fell 10 per cent. Michael Fahy explains what caused the fall as well as the business's valuation.

Last up, our US-based writer Arthur Sants joins in the studio. From the recent market sell-off after comments from the Fed to the Magnificent Seven stocks, investors can find out what to expect from American markets in the coming year.

Timestamps

1:17 Saba Capital

9:31 Hollywood Bowl

17:43 The US

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.

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After a busy year of geopolitical changes, there is a lot of ground to cover when discussing markets. In this episode, Simon and Dan Jones unpack everything from the mass number of moves to the US market to knotty Aim shares, and the sectors investors should keep an eye on in 2025.

Timestamps

01:02 2025 prospects

06:06 Economic backdrop

10:23 Upgrades and downgrades

15:31 Donald Trump’s presidency

21:12 His take on moves to US markets

24:16 Buybacks

29:20 Aim

32:16 IPOs and M&A

33:59 Interesting sectors

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.

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