Meeting Braemar’s CEO: Lee and the IC
Alex and Lord Lee sit down with the CEO of one of the holdings in Lord Lee’s portfolio: James Gundy of the shipping service company, Braemar (BMS).James has been group CEO since 2021 and he unpacks th...
10 Joulu 202439min
North Sea winners, airline stocks & shareholder democracy: The Companies and Markets Show
We begin with airlines Jet2 (JET2) and EasyJet (EZJ) who recently released results. Michael Fahy explores the current demand for travel and package holidays, and the reputational issues affecting shar...
29 Marras 202433min
‘You don’t have to love Europe to own its stocks’: Stefan Gries of BlackRock Greater Europe
In the latest episode of the IC Interviews, Val Cipriani, personal finance editor, sits down with Stefan Gries of BlackRock Greater Europe Trust. The fund is known for focusing on businesses with depe...
26 Marras 202446min
Quality US stocks, Sage and Grainger: The Companies and Markets Show
We begin with software company Sage (SGE). Shares are up and the team unpacks the drivers of this rise and explores whether investors should be concerned about competition in the industry. Illinois To...
22 Marras 202424min
Investment Trust Special, Burberry & Croda: The Companies and Markets Show
British-based luxury fashion brand Burberry (BRBY) has had a hard time of late. Our team delve into what’s gone wrong over and question whether the low valuation is attractive enough for investors to ...
15 Marras 202439min
What the Budget and Trump’s win means for investors: Lee and the IC
Lord Lee and Alex reunite just a day after the US election result and a week on from the Autumn Budget. In the episode, the pair unpack how the latter will affect UK private investors and the economy ...
12 Marras 202429min
How the Budget impacts companies, Auto Trader & the US election: The Companies and Markets Show
Auto Trader’s (AUTO) recent results were not well received. A slowdown in vehicle production and its position within a tight market is squeezing growth prospects. Our experts dive into what it means f...
8 Marras 202435min
Terry Smith on Nvidia, banks and the UK market: IC Interviews
Returning a second time in the IC Interviews hot seat, Terry Smith is one of the biggest names in the investing world. Having set up the eponymous Fundsmith in 2010, he now manages more than £22bn of ...
5 Marras 202443min
