‘Commodities are the best protection against inflation’: Jasmine Yeo of Ruffer
Dave Baxter returns with another IC Interviews, and he sits down with one of the rising stars of fund management, Jasmine Yeo of Ruffer Investment Company, the FTSE 250 trust that aims to deliver posi...
6 Maj 202526min
Riding gold’s rise, ABF & Keystone Law: The Companies and Markets Show
Recent results from Associated British Foods (ABF) highlighted that both its food and retail arms are facing some bumps in the road – think falling sugar prices and tariffs. Mike Fahy, Julian Hofmann ...
2 Maj 202536min
AB Dynamics, ‘survivor shares’ & Prefs: The Companies and Markets Show
In another packed episode, host Dan Jones is joined by Christopher Akers to look at half-year results from car testing company AB Dynamics (ABDP). Can it continue to perform well at a time when the au...
25 Apr 202527min
Tariffs, gold and weight loss drugs: Charlotte Yonge of Personal Assets Trust
As a wealth preservation fund, Personal Assets aims to generate returns above inflation using a long-term approach. But with uncertainty rife thanks to tariffs, the fund is facing a very “interesting”...
22 Apr 202530min
TT Electronics, more tariffs & S&U: The Companies and Markets Show
We begin with results from electronics manufacturer, TT Electronics (TTG). Michael Fahy and Arthur Sants explain how its North American and European divisions have been performing, and how the senior ...
18 Apr 202536min
Tariffs & investing beyond the stock market: The Companies and Markets Show
As tariffs continue to send markets into a frenzy, the panel gives listeners a rundown of how we got here, what’s happening now and what lies ahead for untouched industries such as pharmaceuticals. Va...
11 Apr 202535min
What Trump’s tariffs mean for stocks: The Companies and Markets Show
The panel unpack details of the swathe of tariffs announced by US President Donald Trump. They discuss what was announced, their curious calculations, the implications on nations and stocks, and what ...
4 Apr 202535min
Housebuilders, Isas & Fevertree: The Companies and Markets Show
Dan Jones is joined by Natasha Voase to discuss Bellway’s (BWY) results, and what they reveal about the state of the property market. The pair also unpack the future of housebuilding in light of the S...
28 Mars 202532min
