Podcast Episodes

Bitcoin’s new boost, Volution, CVS: Companies and Markets Show

British business Volution (FAN) provides ventilation and air systems, and its shares have increased by a fifth thanks to the acquisition of an Australian business Fantech. Michael Fahy unpacks how in…

Published on 10 hours ago

How to pass on wealth, AstraZeneca & Ceres: The Companies and Markets Show

This week, the American FDA announced it’s set to review a new breast cancer drug, Enhertu, developed by AstraZeneca (AZN) and its Japanese partner, Daiichi Sankyo. Julian Hofmann and Dan Jones unpac…

Published on 1 week ago

Trustpilot, the North Sea & Goodwin: The Companies and Markets Show

We begin with Trustpilot’s (TRST) results. Mark Robinson and Dan delve into what has gone right and wrong for the company, its durability in an age of AI, and our take on its use of buybacks.

Alex Ham…

Published on 2 weeks ago

Meeting M&G’s CEO: Lee and the IC

Reuniting after the summer, Lord Lee and Alex Newman sit down in the M&G offices with Andrea Rossi, CEO since 2022. 

In the episode, the trio unpack what drew Rossi to take on the role, the challenges…

Published on 2 weeks, 3 days ago

Top 50 Funds, GSK & Mondi: The Companies and Markets Show

We start with last week’s Big Read, our annual Top 50 Funds. Dave Baxter shares his thoughts on compiling the list, its structure and the changes made to this year's edition. 

GSK (GSK), a company fea…

Published on 3 weeks ago

Anglo Teck deal, Property Franchise Group & Wickes: The Companies and Markets Show

We begin with the £42bn mega-merger between Anglo American and Teck Resources. Commodities expert Alex Hamer lays out what the deal is, the strengths Anglo will gain from it, and its investment case …

Published on 4 weeks ago

How European markets are faring, investment clubs & Uniphar: The Companies and Markets Show

We start with this week’s Big Read by Chris Akers on Europe’s stand-out stocks, which have been beating their US counterparts. Chris lays out the background for the piece, the positives and the negat…

Published on 1 month ago

Nvidia, nuclear’s revival & Boohoo: The Companies and Markets Show

We start with commodities expert Alex Hamer, the author of this week’s Big Read on nuclear power. Tech giants' need for the contentious energy source has revived plants around the globe. Alex unpacks…

Published on 1 month, 1 week ago

PensionBee, Applied Nutrition & leasehold issues: The Companies and Markets Show

We begin with Mark Robinson talking PensionBee’s (PBEE) results. The company’s marketing push in the US was a key theme in its latest update, a region where it sees a big opportunity. Mark and Dan di…

Published on 1 month, 2 weeks ago

Spotting undervalued shares, Savills & weight-loss drugs: The Companies and Markets Show

We begin with Hugh Moorhead and recent results from Savills (SVS), which were in line with expectations. Hugh and Dan unpack what divisions brought in the highest profits, a breakdown of a handful of…

Published on 1 month, 3 weeks ago