The Companies and Markets Show: Housebuilders, the UK economy and Oxford Nanopore
This week’s episode begins with a discussion of housebuilder Barratt Developments’ results. What makes Barratt different from other housebuilders? And what can it tell us about the housing market as a...
8 Syys 202334min
IC Interviews: Alliance Trust fund selector Craig Baker
In this episode of IC Interviews, Dave Baxter hosts Craig Baker. As the global chief investment officer of Willis Towers Watson, the firm that chairs the investment committee of Alliance Trust, Craig ...
5 Syys 202343min
The Companies and Markets Show: Prudential’s plan, the German economy and 50 top funds
This week’s episode begins with a discussion on insurance company Prudential’s results. Is its new growth plan too ambitious? And what are the headwinds it faces given the current issues in China?Next...
1 Syys 202331min
The Companies and Markets Show: Arm, M&S, China and BHP
This week’s episode covers a lot of ground, from smartphone chip designer Arm, to China’s current economic state, to resurgent retailer M&S.We begin with Arthur Sants on chip maker Arm's mooted $60bn ...
25 Elo 202337min
IC Interviews: Fund manager Katie Potts
In the latest IC Interviews, Dan Jones welcomes Katie Potts, lead fund manager for tech- and small cap-focused Herald Investment Trust. In this episode, Potts talks about how she values technology sto...
22 Elo 202342min
The Companies and Markets Show: Insurers, weight-loss drugs and survivor shares
This episode of The Companies and Markets Show begins with a dive into this week’s results from big players in the insurance industry, Aviva and Legal & General. Our deputy companies editor, Julian Ho...
18 Elo 202336min
The Companies and Markets Show: TI Fluid Systems, the great income reset and small portfolios
On today’s episode, we start with a look at the latest interim figures from auto parts maker TI Fluid Systems. Next up is this week's cover story: How to be an income investor in a world of higher yie...
11 Elo 202331min
The Companies and Markets show: HSBC, AI, and UK small caps
On this week's episode, HSBC is first up on the docket. Julian Hofmann and Mark Robinson are on hand to make sense of their results. Next up is a discussion of who will benefit most from the artificia...
4 Elo 202330min
