Selling shares and Relx’s £1bn buyback: The Companies and Markets Show
We begin this week’s episode with Jemma Slingo who covers top-10 FTSE data and analytics company Relx (REL). Jemma walks listeners through the company’s growth, its latest buyback news, and the issues...
16 Feb 202428min
Housebuilders, PZ Cussons and the future of British American Tobacco: The Companies and Markets Show
We start this week’s show with property writer Mitchell Labiak, who delves into the details of the big takeover story of the week – the £2.5bn Barratt (BDEV) and Redrow (RDW) deal. The team weighs in ...
9 Feb 202434min
‘I always find buybacks disappointing’: Gervais Williams of Premier Miton
In the latest episode of the IC Interviews, funds editor Dave Baxter sits down with the head of equities at Premier Miton Group and Diverse Income trust manager, Gervais Williams. In the conversation,...
6 Feb 202435min
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...
2 Feb 202442min
‘Private investing has become too formal’: Lee and the IC
This month’s episode begins with an examination of one of Lord Lee’s holdings: Secure Trust Bank. The pair discuss its unique position in the market, its performance since its 2011 IPO, and how it fit...
30 Jan 202436min
The evolving world of textiles, gold mining and 4imprint: The Companies and Markets Show
In our latest episode, we start with gold miners, Centamin and Hochschild, both of which have released trading updates. Alex Hamer and Julian Hofmann unpack the news, revealing the contrast between th...
26 Jan 202436min
‘Most businesses would benefit from more intelligence’: Tom Slater
In our latest IC Interviews episode, funds editor Dave Baxter sits down with Tom Slater, manager of the Scottish Mortgage Investment Trust. With a simple philosophy of maximising returns over the long...
23 Jan 202442min
The Indian opportunity, Ashmore and Bakkavor: The Companies and Markets Show
We begin with emerging markets, focussing on Ashmore’s (ASHM) latest figures. Thanks to expectations of interest rate cuts, the investment manager’s shares were up 25 per cent in the last quarter, aft...
19 Jan 202432min
