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A new investing world & cocoa inflation: The Companies and Markets Show
Associate editor James Norrington starts the show, covering this week’s Big Read. He and Dan unpack inflationary vs deflationary forces in Western ec…
1 year, 5 months ago
‘Our products are evolutionary, not revolutionary’: Lee and the IC
This month, Alex and Lord Lee are joined by the CEO of Ampario, Richard Edwards. Ampario is an Aim-traded natural feed additives group, a niche busin…
1 year, 5 months ago
Investing for children, healthcare Reits & China’s stimulus: The Companies and Markets Show
This week’s episode begins with a property leaser to the healthcare sector, Life Science Reit (LABS). Property writer Natasha runs through the result…
1 year, 5 months ago
Partner Content: Political power plays & market reactions
In this podcast episode from The Brunner Investment Trust, Co-lead Portfolio Manager Julian Bishop and host Joe Lynam navigate the choppy waters of n…
1 year, 6 months ago
How to fix the UK pensions problem & a swathe of takeover bids: The Companies and Markets Show
We start with Smiths Group’s (SMIN) results. The engineering giant’s figures missed expectations, but could new acquisitions and an updated cost-savi…
1 year, 6 months ago
NatWest, British American Tobacco and two new deals: The Companies and Markets Show
Jemma Slingo is up first to discuss the fate of NatWest (NWG). Jemma and Dan unpack how well hedged the business is against falling interest rates, i…
1 year, 6 months ago
Our favourite 50 funds and Trustpilot: The Companies and Markets Show
We begin with Trustpilot (TRST), whose shares shot up 10 per cent in the past five days. Its software as a service (SaaS) is AI-enabled but should it…
1 year, 6 months ago
What investors can do with takeover cash: Lee and the IC
Lee and the IC is back after its summer hiatus with the latest updates to Lord Lee’s portfolio.
Armed with the proceeds of a takeover, Lord Lee has s…
1 year, 6 months ago
Investing in insurers, Nvidia and BHP: The Companies and Markets Show
Alex Hamer unpacks the results from Australian mining giant BHP (BHP). It reported higher earnings in the 12 months to June thanks to record copper p…
1 year, 7 months ago
Hargreaves’ takeover, Costain and the North Sea: The Companies and Markets Show
We begin with construction firm Costain (COST), which recently announced a £10mn buyback. Mark Robinson weighs in on its latest results and more.
It’s…
1 year, 7 months ago