IC Interviews: Stephen Yiu
Dave Baxter is joined by Stephen Yiu, lead manager of the popular but embattled Blue Whale Growth fund (GB00BD6PG787). They discuss recent shifts in the portfolio - from Yiu exiting many of the mega-c...
7 Mar 202345min
The Companies and Markets show: ITV, Persimmon and investing lump sums
On the podcast today, ITV is our result of the week, with Jemma Slingo on hand to take us through the major talking points (including whether you can rewind ITVX now, as Dan Jones' pet hate). Next up ...
3 Mar 202340min
The Companies and Markets show: A travel boom and semiconductor wars
On this episode of the Companies and Markets show, Dan Jones hosts Chris Akers for a discussion of the hotel group's IHG and Whitbread following their latest results.Next up, what does a recession mea...
24 Feb 202330min
The Companies and Markets show: Banks, Glencore & the FTSE hits 8000
Alex Newman stands in for Dan Jones on this week's episode of the Companies and Markets podcast. On the agenda, first up Julian Hofmann takes us through various results for big banks: Barclays, NatWes...
17 Feb 202336min
Partner Content: Why the sky’s the limit for Zipline’s delivery drones
Supplying life-saving medical supplies by robotic flights in Africa is just the start. Zipline’s co-founder Keller Rinaudo Cliffton talks to Scottish Mortgage manager Tom Slater about what’s next. -I...
16 Feb 202341min
IC Interviews: Richard Crawford (TRIG)
Dave Baxter is joined by The Renewables Infrastructure Group (TRIG) investment manager Richard Crawford. In a wide-ranging discussion they look at the fund’s exposure to dramatic shifts in power price...
15 Feb 202333min
The Companies and Markets show: BP & Shell's bumper profits, Unilever, housebuilders
On this week's episode, BP turned in profits of $28bn for 2022. That may sound a lot until you realise Shell racked up $40bn. Commodities expert Alex Hamer is on hand to discuss the outlook for these ...
10 Feb 202334min
The Companies and Markets show: Vodafone, GSK and the management merry-go-round
On this week's episode, Vodafone is under the spotlight as it's problems in Europe continue. Is there much they can do in the face of big cash flow demands, rising inflation, sluggish growth?Next up i...
3 Feb 202331min
