AI vs recruiters, another IPO and farming stocks
In this week’s episode, we turn to Britain’s recruitment stocks. Valeria Martinez looks at the impact of AI on hiring demand, which is hitting share prices, and also discusses the perennial question: ...
3 Heinä 35min
Ocado, asset managers and Telecom Plus: Companies and Markets Show
This week, we begin with online grocer Ocado (OCDO) following reports of a CEO switch. Julian Hofmann dives into what a potential change at the top will mean for the FTSE 250 company that has struggle...
26 Kesä 29min
AO World, wealth managers & Castings: The Companies and Markets Show
This week, we begin proceedings with a look at the contrasting fortunes of two UK wealth managers: Aim-traded Tatton Asset Management (TAM) continues to reap rewards from its dominance of the model po...
19 Kesä 31min
Meeting with Fevara’s CEO: Lee and the IC
Fevara (FVA:127p) may be new in name, but its roots and expertise stretch back more than a century through the former Carr’s Group. In the wake of this major transformation, the livestock supplements ...
16 Kesä 44min
Investing in photonics, GSK and new opportunities in venture capital: Companies and Markets Show
This week’s show dives straight into safety and equipment maker Halma (HLMA), which reported its full-year results on Thursday morning. It may be time to re-evaluate the company’s description as one o...
12 Kesä 33min
Investing in British Water, Nick Train & CMC: Companies and Markets Show
This week’s show dives straight into trading platform CMC Markets, after its promise of an imminent inflection point sent its shares soaring to the top of the FTSE All-Share leaderboard on Thursday. J...
5 Kesä 36min
‘Bottlenecks are the best way to benefit from AI’: Ali Unwin of Polar Capital Technology
Polar Capital Technology Trust (PCT) is one of the most popular and best-performing tech-focused funds available to DIY investors, having built up its record and fan base long before the likes of AI a...
2 Kesä 46min
SpaceX, Pets at Home & defence stocks: Companies and Markets Show
This week’s show dives straight into Elon Musk’s SpaceX as it gears up for the biggest IPO in market history. We consider what newly released financial details reveal about the company, and whether a ...
29 Touko 37min
