How to fix the UK pensions problem & a swathe of takeover bids: The Companies and Markets Show
We start with Smiths Group’s (SMIN) results. The engineering giant’s figures missed expectations, but could new acquisitions and an updated cost-saving plan bring things back? Michael Fahy reports. Ou...
27 Sep 202438min
NatWest, British American Tobacco and two new deals: The Companies and Markets Show
Jemma Slingo is up first to discuss the fate of NatWest (NWG). Jemma and Dan unpack how well hedged the business is against falling interest rates, its share buyback plans and more.It’s then on to one...
20 Sep 202432min
Our favourite 50 funds and Trustpilot: The Companies and Markets Show
We begin with Trustpilot (TRST), whose shares shot up 10 per cent in the past five days. Its software as a service (SaaS) is AI-enabled but should it be seen as a marketing or tech business? Jennifer ...
13 Sep 202433min
What investors can do with takeover cash: Lee and the IC
Lee and the IC is back after its summer hiatus with the latest updates to Lord Lee’s portfolio. Armed with the proceeds of a takeover, Lord Lee has spent the last few months topping up some existing h...
10 Sep 202431min
Investing in insurers, Nvidia and BHP: The Companies and Markets Show
Alex Hamer unpacks the results from Australian mining giant BHP (BHP). It reported higher earnings in the 12 months to June thanks to record copper prices and a relatively stable iron ore market, its ...
30 Aug 202434min
Hargreaves’ takeover, Costain and the North Sea: The Companies and Markets Show
We begin with construction firm Costain (COST), which recently announced a £10mn buyback. Mark Robinson weighs in on its latest results and more.It’s then on to Hargreaves Lansdown (HL). Val Cipriani ...
23 Aug 202435min
Partner Content: With the UK elections behind us, who holds the power?
Who holds the power: the government or the market? In this episode of the ‘A Value View’ Podcast, portfolio manager Simon Gergel discusses the aftermath of the recent UK election, marked by a signific...
19 Aug 202416min
Google, Aviva, and financial services: The Companies and Markets Show
We begin with life insurer Just Group which raised its profit outlook after corporate pension deals boomed. Julian Hofmann unpacks the recent results and discusses whether the shares offer value and h...
16 Aug 202450min
