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Tariffs, gold and weight loss drugs: Charlotte Yonge of Personal Assets Trust
As a wealth preservation fund, Personal Assets aims to generate returns above inflation using a long-term approach. But with uncertainty rife thanks …
11 months, 1 week ago
TT Electronics, more tariffs & S&U: The Companies and Markets Show
We begin with results from electronics manufacturer, TT Electronics (TTG). Michael Fahy and Arthur Sants explain how its North American and European …
11 months, 2 weeks ago
Tariffs & investing beyond the stock market: The Companies and Markets Show
As tariffs continue to send markets into a frenzy, the panel gives listeners a rundown of how we got here, what’s happening now and what lies ahead f…
11 months, 3 weeks ago
What Trump’s tariffs mean for stocks: The Companies and Markets Show
The panel unpack details of the swathe of tariffs announced by US President Donald Trump. They discuss what was announced, their curious calculations…
11 months, 4 weeks ago
Housebuilders, Isas & Fevertree: The Companies and Markets Show
Dan Jones is joined by Natasha Voase to discuss Bellway’s (BWY) results, and what they reveal about the state of the property market. The pair also u…
1 year ago
‘I don’t believe in tech’: Stephen Yui of Blue Whale Growth
The Blue Whale Growth fund concentrates on large cap companies across global stock markets. US tech has dominated global indices, investors’ minds an…
1 year ago
The great rotation, the ultra-rich & Close Brothers: The Companies and Markets Show
Dan Jones is joined by Alex Newman and Julian Hofmann to discuss the shift away from US shares towards Europe and even the UK – and the implications …
1 year ago
Building stocks, Germany’s rearmament & Reach: The Companies and Markets Show
Mark Robinson sits in for Dan Jones this week and is joined by Michael Fahy to discuss building supplier stocks. The sector has had a rough few years…
1 year ago
Meeting Vp’s CEO: Lee and the IC
Anna Beilby worked her way up to CEO of Vp, a company known for renting its fleet of infrastructure equipment. Lord Lee has been a long-time custodia…
1 year ago
Where mining goes next, Aberdeen & defence ETFs: The Companies and Markets Show
We begin with Aberdeen’s (ADBN) results, which pleased the market and sent shares up considerably. Julian Hofmann dives into the recent changes at th…
1 year ago