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
How to pass on wealth, AstraZeneca & Ceres: The Companies and Markets Show
This week, the American FDA announced it’s set to review a new breast cancer drug, Enhertu, developed by AstraZeneca (AZN) and its Japanese partner, Daiichi Sankyo. Julian Hofmann and Dan Jones unpack...
3 Okt 202538min
Trustpilot, the North Sea & Goodwin: The Companies and Markets Show
We begin with Trustpilot’s (TRST) results. Mark Robinson and Dan delve into what has gone right and wrong for the company, its durability in an age of AI, and our take on its use of buybacks.Alex Hame...
26 Sep 202542min
Meeting M&G’s CEO: Lee and the IC
Reuniting after the summer, Lord Lee and Alex Newman sit down in the M&G offices with Andrea Rossi, CEO since 2022. In the episode, the trio unpack what drew Rossi to take on the role, the challenges ...
23 Sep 202538min
Top 50 Funds, GSK & Mondi: The Companies and Markets Show
We start with last week’s Big Read, our annual Top 50 Funds. Dave Baxter shares his thoughts on compiling the list, its structure and the changes made to this year's edition. GSK (GSK), a company feat...
19 Sep 202533min
Anglo Teck deal, Property Franchise Group & Wickes: The Companies and Markets Show
We begin with the £42bn mega-merger between Anglo American and Teck Resources. Commodities expert Alex Hamer lays out what the deal is, the strengths Anglo will gain from it, and its investment case m...
12 Sep 202539min
How European markets are faring, investment clubs & Uniphar: The Companies and Markets Show
We start with this week’s Big Read by Chris Akers on Europe’s stand-out stocks, which have been beating their US counterparts. Chris lays out the background for the piece, the positives and the negati...
5 Sep 202533min
Nvidia, nuclear’s revival & Boohoo: The Companies and Markets Show
We start with commodities expert Alex Hamer, the author of this week’s Big Read on nuclear power. Tech giants' need for the contentious energy source has revived plants around the globe. Alex unpacks ...
29 Aug 202545min
