The Companies and Markets show: Canaries in the coalmine
On this episode of the Companies and Markets show, we review results season and ask where the canaries in the coalmine have been, and consequently who has to look out for the second half of the year. ...
12 Aug 202225min
The Companies and Markets show: Pearson, Rolls-Royce, and the UK audit market
On this week's episode, Dan Jones hosts Alex Newman, Mark Robinson and Michael Fahy to discuss two potential turnaround stocks in Pearson and Rolls-Royce, as well as a discussion of the UK audit marke...
5 Aug 202237min
The Companies and Markets show: Which companies are most inflation proof?
On this week's episode, Dan Jones welcomes Mark Robinson to the studio to discuss some of the companies best placed to cope with inflation. Their discussion starts with Unilever - a company with a sta...
29 Jul 202226min
IC Interviews: Jon Forster (Impax Environmental Markets)
It’s not been an easy year for environmentally focused funds, as the market rotation into value-focused equities has delivered a body blow to the share prices of the many innovative growth companies s...
28 Jul 202226min
Partner Content: Connected Investor Podcast - Seeing stars (and stripes)
The US economy is the driver of much of the world’s growth. Is it on the ropes as inflation soars and interest rates are hiked, as is being suggested by many commentators? Or are investors selectively...
25 Jul 202213min
The Companies and Markets show: Mining fortunes, comparing economic eras, and why won't companies list in London?
On this week's episode, Alex Hamer returns to the podcast to assess BHP and Rio Tinto's more recent fortunes - are we reaching a turning point of their success?Then, the IC's economics writer Hermione...
22 Jul 202229min
The Companies and Markets show: Haleon listing, the business of psychedelics, and a European gas crisis
On this week's show, we get the breakdown on GSK spinoff Haleon which is set to list next week.Then Arthur Sants takes a fascinating dive into the business of psychedelic drugs, and whether they can b...
15 Jul 202238min
The Companies and Markets show: Robert Walters, Top 50 ETFs, and the dangers of investing in unlisted assets
On this week's episode of the Companies and Markets show, recruiter Robert Walters is the result of the week; how long can they continue to ride the skills shortage? Then IC funds editor Dave Baxter j...
8 Jul 202231min
