The IC Interviews: Abrdn's Hugh Young
Dan Jones sits down with Abrdn Asset Management Asia chairman Hugh Young for a wide-ranging discussion, including whether the strength in the dollar is negatively affecting the business case for emerg...
19 Okt 202241min
The Companies and Markets show: YouGov, software winners, and Musk's Twitter deal back on?
On this episode of the companies and markets show, we start with our result of the week: pollster YouGov. Then it's over to Arthur Sants for a look through his long-read this week: Picking software wi...
14 Okt 202238min
The Companies and Markets show: Tesco, Coca-Cola, and the impact of rising rates
On this episode of the companies and markets show, our result of the week this time around is Tesco - can the grocer keep customers from turning to more discounted options? Then we dive into our long-...
7 Okt 202230min
Noelle Cazalis: “I would expect to see a huge amount of volatility”
From the mini-Budget to an emergency intervention by the Bank of England, the bond market has seen more than its fair share of shocks in the last two weeks. Noelle Cazalis, fund manager on a number of...
5 Okt 202223min
The Companies and Markets show: A week of Budget fallout
A week has passed since chancellor Kwasi Kwarteng's "mini"-Budget that so effectively threw markets into a tailspin. It leaves Dan Jones asking questions such as 'what?', 'why?', and 'eh?', and our ec...
30 Sep 202240min
The Companies and Markets show: Kingfisher, Netflix, and what makes a good 'economic moat'?
First up on this episode of the Companies and Markets show is Kingfisher under the spotlight, with Dan Jones welcoming Christopher Akers to the pod. Then it's onto economic moats - what makes an econo...
23 Sep 202231min
Dan McCrum: Lessons from the Wirecard scandal
IC deputy editor Dan Jones is joined on this episode by Dan McCrum, part of the Financial Times investigations team and author of Money Men, the story of the Wirecard scandal he helped uncover (now ad...
21 Sep 202235min
Companies & Markets Show: ITM Power, Trussonomics and the challenges for UK healthcare and biotechs
On this week's Companies and Markets show, the team discuss a reality check for hydrogen hope ITM Power (ITM), whose annual results sparked a steep sell-off in the company’s shares on Wednesday.Econom...
16 Sep 202230min
