The Companies and Markets Show: ABF, Apple, and the ‘winner’s curse’
Companies editor Mark Robinson gives us the rundown on Associated British Foods’ (ABF) latest results, which shareholders warmly received. What tactics has management deployed to reach the latest shar...
10 Nov 202338min
The Companies and Markets Show: HSBC, Asos and the problem with megaprojects
Alex Newman hosts this week's episode which begins with a discussion about HSBC’s recently published trading update. From that huge share buyback to what we can understand about China’s economy and re...
3 Nov 202327min
IC Interviews: UK equity manager Nick Train
Dave Baxter welcomes back popular UK equity manager Nick Train to The IC Interviews. Best known for co-founding Lindsell Train Ltd and running its UK Equity, Global Equity funds and the Finsbury Growt...
31 Okt 202345min
The Companies and Markets Show: Lloyd’s of London and Aim 100 Part 2
This week’s episode begins with a discussion on insurer Lloyd’s of London, which is starting to attract investor attention again. Julian Hoffman, author of the story, and Mark ponder over the hopes fo...
27 Okt 202326min
‘You can’t get selling right every time’ | Lee and the IC
In this episode, Alex and John begin with a dive into John’s largest, and most successful, holding, Treatt Plc. He delves into his history with the flavour and fragrance company and explains the appea...
24 Okt 202337min
The Companies and Markets Show: The 2023 Aim special
This week’s episode, like this week’s cover feature special, highlights the first part of our annual dive into the top 100 Aim companies. Having had a nightmarish 2022, companies traded on the alterna...
20 Okt 202328min
The Companies and Markets Show: Wetherspoons, saving for retirement and Birkenstock’s IPO
Julian Hofmann kicks off today's conversation with a discussion of Britain’s beloved pub chain JD Wetherspoon (JDW). Results showed that food sales are now a bigger driver, so does that show a change ...
13 Okt 202334min
IC Interviews: Small-cap stockpicker Rosemary Banyard
With more than 30 years experience under her belt, Rosemary Banyard is no fledgling in the investment world. She developed her reputation as one of the leading UK female fund managers while at Schrode...
10 Okt 202331min
