The Companies and Markets Show: Ashtead, Redde Northgate and the stockpicker resurgence
We begin with FTSE 100 equipment renting company Ashtead, which released interim figures in recent days. Jemma Slingo and Julian Hofmann delve into the numbers and explain the background of the issues...
8 Dec 202329min
2023 Recap: Lessons and Opportunities in the Aftershock Economy
After a 2-year post-pandemic inflation surge, the global economy eases from extensive fiscal and monetary interventions. Central banks reassess recession risks, signalling potential investment opportu...
4 Dec 202319min
The Companies and Markets Show: Focusrite, XPS Pensions and profiting from the energy switch
We begin with Alex Newman who discusses the recent results of music equipment manufacturer Focusrite. The company’s growth and share price rocketed during the pandemic, but like many others, its stock...
1 Dec 202332min
IC Interviews: Stuart Widdowson of Odyssean Investment Trust
In this episode of The IC Interviews, Dave Baxter welcomes back Stuart Widdowson, Managing Partner of Odyssean Capital, the firm that manages Odyssean Investment Trust. The trust was set up in 2018 an...
28 Nov 202337min
The Companies and Markets Show: Avon Protection, the Autumn Statement and quality US shares
This week’s episode begins with a dive into Avon Protection’s recent figures with our deputy news editor Michael Fahy. To say the numbers were positive might be a stretch, but things could certainly b...
24 Nov 202337min
A store of value | Lee and the IC
This episode centres around property, in all its shapes and sizes. The pair begin discussing a well-known self-storage stock: Lok'n Store. Lord Lee explains his nearly decade-long involvement in the c...
21 Nov 202331min
The Companies and Markets Show: Diageo, Reits and Investment Trusts
We begin by discussing Diageo, a global leader in premium beverages, who released a profit warning last week. Sales are expected to fall in the new financial year with issues in Latin America and the ...
17 Nov 202335min
IC Interviews: James de Uphaugh and Imran Sattar of Edinburgh Investment Trust
In this episode of The IC Interviews, personal finance writer Val Cipriani sits down with James de Uphaugh and Imran Sattar of Edinburgh Investment Trust, managed by Liontrust.Boasting 50 years of inv...
14 Nov 202334min
