Exciting British stocks & the Budget: Lee and the IC
From a disappointing run with Treatt (TET) to his belief Goodwin’s (GDWN) is Britain’s most exciting engineering company outside of Rolls Royce (RR.), and STV’s (STV) profit warning to a floor coverin...
11 Nov 202545min
M&S, quantum stocks & healthcare trusts: The Companies and Markets Show
M&S’s (MKS) results kick off this week’s podcast. The beloved British retailer is delivering decent performance, but the April cyber attack has left some scars. Mark Robinson explains all investors ne...
7 Nov 202536min
UK banks, Kitwave & Next 15: Companies and Markets Show
Hugh Moorhead takes stock of the UK banking sector, examining how provisions for motor finance, along with exposure to private credit, are shaping the outlook, and how regulatory changes have helped t...
31 Okt 202528min
Don’t Panic, Profit: The psychology of better investing
Women and Wealth returns, this month looking at the psychology of better investing with Dr Ylva Baeckström. Understanding behavioural finance is crucial, as emotions can influence investment decisions...
29 Okt 202530min
Gold’s rally, Experian & Big Tech worries: The Companies and Markets Show
Gold’s recent super rally has left investors wondering what’s coming next. Alex Hamer breaks down what is driving the surge, and the recent sell-off, whether volatility is now the norm, and what analy...
24 Okt 202534min
Motor finance, the future of cities & Whitbread: The Companies and Markets Show
The FCA’s long-awaited motor finance redress scheme landed with a lower overall compensation figure than expected. Mark Robinson explores how Lloyds (LLOY) and Close Brothers (CBG) have responded, why...
17 Okt 202535min
The US is not the only game in town: Maggie Fanari of RIT Capital
RIT Capital Partners is one of the UK’s largest investment trusts with over £4bn in assets under management. Maggie Fanari joined its investment manager, J. Rothschild Capital Management, as CEO in 20...
14 Okt 202540min
Bitcoin’s new boost, Volution, CVS: Companies and Markets Show
British business Volution (FAN) provides ventilation and air systems, and its shares have increased by a fifth thanks to the acquisition of an Australian business Fantech. Michael Fahy unpacks how inv...
10 Okt 202526min
