Industrials, smart investing & real estate: The Companies and Markets Show
On this week’s show, we begin with industrials. It was only a month or so ago that the sector was being touted by many as a potential safe haven from AI disruption. Then the US/Israel war with Iran be...
20 Maalis 31min
Meeting Town Centre’s executive chair: Lee and the IC
Town Centre Securities (TOWN) is one of the UK market’s oldest names. Founded, managed and largely controlled by the Ziffs of Leeds since its listing in 1960, it is a typical John Lee stock: a cash-ge...
17 Maalis 45min
The Middle East, shipping & energy prices: The Companies & Markets Show
In a busy week where events in Iran continue to dominate the news cycle, companies editor Mark Robinson stands in for Dan Jones to discuss the impact of the conflict on maritime activities, focusing o...
13 Maalis 23min
War in Iran, healthcare resurgence & Isa changes: The Companies and Markets Show
It’s another day chock-full of company results, albeit market attention is understandably still focused elsewhere given the events in the Middle East over the past week. So today, we too will be discu...
6 Maalis 40min
‘Buy and hold doesn’t work any more’: Sean Peche of Ranmore
Ranmore Global Equity (IE00B61ZVB30) is a value fund that has grown very quickly over the past 18 months. In June 2024, it had a $300mn portfolio, but by January 2026 this had hit $1.5bn.The fund’s ma...
3 Maalis 40min
Next-gen AI stocks, FTSE 100 banks & LSEG: The Companies and Markets Show
Company results season is under way. We have a mass of companies reporting over the next couple of weeks, and we will dig in to one of the highest profile businesses on the FTSE 100 later in the show....
27 Helmi 45min
Copper mining, Compass Group & Magnum Ice Cream: The Companies and Markets Show
We start with copper miner Antofagasta (ANTO), whose shares have soared over the past year on the back of big gains for the red metal. It released full-year figures earlier this week, and Alex Hamer d...
20 Helmi 32min
Meeting Christie Group's CEO: Lee and the IC
Christie Group has a lot going for it. Growing in several countries and an employer to around 650 people, the brokerage business is a well-respected name in multiple niche sectors. Last year sales exc...
17 Helmi 41min
