‘There’s a lot of value in emerging markets’ - Paul Niven of F&C
May 5, 2026 - 45:33
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As potential jet fuel shortages unnerve summer holidaymakers, airlines have been reporting shaky demand as people hold off from booking trips. But what of the hoteliers? In this week’s episode, we discuss the quarterly u...
How to pick funds, Diageo & hotel stocks: Companies and Markets Show is an episode from Investors Chronicle by Investors' Chronicle. As potential jet fuel shortages unnerve summer holidaymakers, airlines have been reporting shaky demand as...
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Published May 8, 2026, 38:50 long, audio available.
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As potential jet fuel shortages unnerve summer holidaymakers, airlines have been reporting shaky demand as people hold off from booking trips. But what of the hoteliers? In this week’s episode, we discuss the quarterly update from InterContinental Hotels (IHG) , owner of Holiday Inn, as well as recent figures from Premier Inn owner Whitbread (WTB) . Mark Robinson explains why the picture is brighter than many fear, and how long he expects that to continue. We then talk through the latest figures from drinks giant Diageo (DGE) , which has found life very hard for some time now. But with a dividend cut out the way, its CEO, former Tesco boss Sir Dave Lewis, is due to outline his new strategy this summer. Are things looking up? Or is it too soon to say for the Guinness maker – Mark has the answers. More on Diageo here Finally, we tackle this week’s Big Read , asking the fundamental question for any investor – how to pick a fund. Val Cipriani explains our five-step guide, giving you a checklist of things to look for, mistakes to avoid, and more. Read more here: Our five-step guide to picking the best funds Shares soar on (another) Taco feast InterContinental reports rising revenues, but travel concerns linger Timestamps 00:00 Intro 01:13 Hotels 14:09 Diageo 22:24 Fund selection Listen to more podcasts from Investors’ Chronicle on Apple , Spotify and YouTube Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times . Hosted on Acast. See acast.com/privacy for more information.
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How to pick funds, Diageo & hotel stocks: Companies and Markets Show is an episode from Investors Chronicle by Investors' Chronicle.
This episode is 38:50 long.
This episode was published on May 8, 2026.
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