BHP’s bid for Anglo & investors’ biggest mistakes: The Companies and Markets Show
On the day of the announcement mining giant BHP offered a whopping £31bn for Anglo American, Mark Robinson runs us through the thinking behind the deal, the impact South Africa’s upcoming election may...
26 Apr 202434min
Fundsmith’s fate, industrial metals, & Asos: The Companies and Markets Show
We begin this week's episode with a rundown of industrial metal price movements. From copper’s boom, Russian sanctions and the price of gold, our commodities correspondent Alex Hamer reveals what inve...
19 Apr 202435min
British bargains & heritage brands: The Companies and Markets Show
We begin with Julian Hofmann, whose latest article covers the companies left behind as doom and gloom takes hold of the British market. Many investors have been turning their noses up at British stock...
12 Apr 202436min
‘It’s exciting in the investment trust sphere': Joe Bauernfreund of AVI
Joe Bauernfreund and value investing are nearly synonymous. The veteran manager runs the AVI Global Trust and AVI Japan Opportunity Trust, and has responsibility for all AVI’s investment decisions as ...
9 Apr 202431min
Tesla woes, travel’s rebound & investing during rate cuts: The Companies and Markets Show
We begin with one of the biggest names in the EV game: Tesla (TSLA). Shares are down by a third this year and Mark Robinson discusses what has caused this slump. Competition from China’s BYD certainly...
5 Apr 202431min
Britain’s top-rated funds & Fevertree: The Companies and Markets Show
Mark Robinson hosts this week’s episode and begins with a rundown of the latest news in the financial world, from Donald Trump’s Trust Social listing to the Bank of England’s warning on private equity...
28 Mars 202431min
‘Cultural attitudes around investing need to change’: Lee and the IC
Alex and Lord Lee have reunited for the seventh episode of Lee and the IC, two weeks on from Jeremy Hunt’s Spring Budget. The announcement of a British Isa could shake up the UK’s private investing la...
26 Mars 202441min
Vodafone’s fortunes & UK’s tech stocks: The Companies and Markets Show
We begin this week’s episode discussing specialist engineering company Dowlais (DWL) which has found itself making a considerable £450mn operating loss. Mark Robinson shares his thoughts on the busine...
22 Mars 202436min
