Housebuilders, Isas & Fevertree: The Companies and Markets Show
Dan Jones is joined by Natasha Voase to discuss Bellway’s (BWY) results, and what they reveal about the state of the property market. The pair also unpack the future of housebuilding in light of the S...
28 Mar 202532min
‘I don’t believe in tech’: Stephen Yiu of Blue Whale Growth
The Blue Whale Growth fund concentrates on large cap companies across global stock markets. US tech has dominated global indices, investors’ minds and until recently, the fund. Dave Baxter talks to ma...
25 Mar 202536min
The great rotation, the ultra-rich & Close Brothers: The Companies and Markets Show
Dan Jones is joined by Alex Newman and Julian Hofmann to discuss the shift away from US shares towards Europe and even the UK – and the implications for investors.Next up, Alex Newman breaks down his ...
21 Mar 202529min
Building stocks, Germany’s rearmament & Reach: The Companies and Markets Show
Mark Robinson sits in for Dan Jones this week and is joined by Michael Fahy to discuss building supplier stocks. The sector has had a rough few years with rising inflation and interest rates, and decl...
14 Mar 202531min
Meeting Vp’s CEO: Lee and the IC
Anna Bielby took the helm at Vp in September 2023, a year after John took his own stake in the business. In this episode, Bielby, Lord Lee and IC associate editor Alex Newman discuss the equipment lea...
11 Mar 202539min
Where mining goes next, Aberdeen & defence ETFs: The Companies and Markets Show
We begin with Aberdeen’s (ADBN) results, which pleased the market and sent shares up considerably. Julian Hofmann dives into the recent changes at the company and how they will impact investors. Jemma...
7 Mar 202537min
There are AI winners apart from Nvidia: Nick Train of Finsbury Growth & Income
Nick Train is the first to admit that his investors haven’t seen the returns they’re used to recently. But despite some calls that haven’t quite worked out, in this interview, he points out the areas ...
4 Mar 202539min
Rolls Royce, banking stocks and Smith & Nephew: The Companies and Markets Show
Market darling Rolls Royce (RR) is going from strength to strength. After a return to dividends topped with a lucrative buyback, shares were up 20 per cent on the day of recording. James Norrington, a...
28 Feb 202530min
