Investors' Chronicle2 Feb 2024

A guide to the FTSE 350: The Companies and Markets Show

Jennifer Johnson talks about the recently published GSK results, which showed strong growth, but the ongoing Zantac litigation is hanging over the shares. The team also touch on the prospects of rival pharma companies AstraZeneca and Indivior.

Our US-based journalist Arthur Sants joins from New York to unpack the growth, capex and future returns worries investors may have about the Magnificent Seven.

It’s then on to food producers AG Barr and Premier Foods with Mark Robinson, who shares news of trading updates, a new CEO sourced from an unlikely sector, and the prospects for growth.

Last on the agenda, Mark shares the thinking behind his latest feature on regulation and how investors can get involved with the companies using it to their advantage.

Dan Jones is joined by Jennifer Johnson, Alex Newman, Arthur Sants and Mark Robinson.

Timestamps

1:34 GSK and pharmaceutical firms

15:20 US Tech stocks

28:58 AG Barr and Premier Foods

36:22 Regulation

Mentioned in this episode

Semiconductor industry split between AI and the rest

GSK's RSV vaccine success makes its shares look cheap

Irn Bru maker AG Barr buoyed by new subsidiaries

Three companies benefitting from more regulation

FTSE 350 Review: The drinks brands likely to grow in a struggling market

FTSE 350 Review: Will GSK replace Astra as the investor favourite?

FTSE 350 Review: Software companies scramble to find AI uses

Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.

Investors' Chronicle is a service by the Financial Times.

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