Podcast Episodes
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‘Dividends are a good way to check if CEOs are too optimistic’: Fund manager Daniel Peris of Federated Hermes
In the latest episode of the IC Interviews podcast, Daniel Peris, a senior portfolio manager at Federated Hermes, discusses his new book, The Ownersh…
2 years, 1 month ago
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 compan…
2 years, 1 month ago
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 Barrat…
2 years, 1 month ago
‘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 tr…
2 years, 1 month ago
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 sh…
2 years, 2 months ago
‘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,…
2 years, 2 months ago
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…
2 years, 2 months ago
‘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 si…
2 years, 2 months ago
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 …
2 years, 2 months ago
Boeing, fractures in the global economy, and recruiters: The Companies and Markets Show
Dan Jones and the IC gang discuss the airline story that hit the headlines this week – Boeing’s (BOE) door blowout. Could this safety problem be the …
2 years, 2 months ago