Baltic Classifieds, ActiveOps & outsourcers: The Companies and Markets Show
We begin the show with Jemma Slingo who covers results at Baltic Classifieds (BCG), the largest internet services provider for the Baltics. The business has a dominant position in the housing and car ...
5 Jul 202427min
'We underestimated tech's potential': Alastair Laing of Capital Gearing Trust
Dave Baxter hosts Alastair Laing of Capital Gearing Trust, a vehicle which aims to grow but also protect investments over long periods. Often known for its bearish stance, the team at the trust use a ...
2 Jul 202437min
Watches of Switzerland, Volex & CMC: The Companies and Markets Show
The Companies and Markets Show returns with a look at the prospects for three very different businesses. Retailer Watches of Switzerland (WOSG) had a disastrous start to the year but has shown signs o...
28 Jun 202426min
Young’s, conglomerates and the AI split: The Companies and Markets Show
The latest IC Companies and Markets podcast kicks off with a look at two pubcos hoping to benefit from an upturn in the weather and a summer of sport. Christopher Akers joins the show to examine recen...
21 Jun 202432min
We’re at the early stages of a UK equity surge: Guy Anderson of Mercantile Trust
Guy Anderson, fund manager of Mercantile Trust, joins Val Cipriani on the latest IC Interviews podcast. The trust is run by JP Morgan and is built on a bottom-up approach, focusing on quality UK mid-c...
18 Jun 202441min
Gold, election tax plans & Halma: The Companies and Markets Show
This week’s podcast begins with Alex Hamer discussing our latest cover feature on the rise of gold and to a lesser extent copper prices. Alex outlines the drivers of these price moves and highlights a...
14 Jun 202434min
Hollywood Bowl’s success & National Grid’s £7bn equity raise: The Companies and Markets Show
Jennifer Johnson begins this week’s podcast by discussing Hollywood Bowl’s (BOWL) results. Jennifer, Dan and Julian weigh in on the company’s successes and growth prospects, the factors underpinning i...
7 Jun 202435min
‘We’re investors, we’re not supposed to mimic benchmarks’: Cathie Wood of Ark Invest
Known for her ‘active ETF’s’ enormous returns during the pandemic, thanks to big bets on the likes of Zoom and Tesla, Cathie Wood is synonymous with bold investing. But, while she has many accolades, ...
4 Jun 202452min
