‘Buybacks are more interesting than dividends’: Charlotte Cuthbertson of Migo Opportunities
Dave Baxter is joined by one of the managers of Migo Opportunities Investment Trust, an unusual fund which exploits valuation anomalies and discounts in other investment trusts.Dave and Charlotte disc...
13 Aug 202430min
How to retire early, Glencore and Deliveroo: The Companies and Markets Show
We begin the episode with commodity trading and mining company Glencore (GLEN). Alex Hamer unpacks a busy week, including everything from the cancellation of the coal demerger to the company’s copper ...
9 Aug 202436min
Boosting your portfolio, St James’s Place and rising stars: The Companies and Markets Show
We’re in the thick of results season but that doesn't stop our hardworking journalists from providing a deep dive into the top stories of the week.We begin with St James’s Place (STJ), which recently ...
2 Aug 202432min
‘AI is going to split the market in two’: James Cook of JPMorgan Global Growth & Income
In this IC Interviews podcast, Val Cipriani is joined by James Cook, manager of JPMorgan Global Growth & Income. As the only global and global equity income investment trust trading at a premium, it i...
30 Jul 202441min
Investing legends, Rentokil and AstraZeneca: The Companies and Markets Show
We begin with Mark Robinson who covers pest control business Rentokil (RTO) which saw a double digit surge in its share price after rumours of private-equity takeovers began swirling.It’s then on to t...
26 Jul 202437min
Water stocks, sports brands & Baille Gifford: The Companies and Markets Show
This week, the IC team touch on everything from everything from water company share prices to the state of play in the sports brands industry, and Baillie Gifford’s investment trusts.Alex Hamer unpack...
19 Jul 202439min
‘It’s a fantastic environment for shorting’: Chris Tennant of Fidelity Emerging Markets
In the latest episode of IC Interviews, Dave Baxter sits down with Chris Tennant of Fidelity’s Emerging Markets Trust. The pair cover everything from stocks Taiwan Semiconductor (TSMC) and Nasper (JSE...
16 Jul 202431min
Best 50 ETFs, housebuilders & student Reits: The Companies and Markets Show
The episode begins with Alex discussing the housebuilding sector. He and Dan unpack Barratt’s (BDEV) recent trading update, whether investors should expect more M&A, and planning proposals from the ne...
12 Jul 202439min
