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 negatives on the continent, and highlights the sectors and countries investors may be particularly interested in.Next up, investment clubs. Many of our listeners will be well-versed on the topic, but for those who are not, Holly McKechnie lays out what they are, the number of clubs in the UK at the last count and their future in light of Interactive Investors’ announcement.Last up, Mark Robinson talks through Uniphar’s (UPR) latest results. The Irish Aim-traded pharmaceutical company’s share price has doubled in the past year, so Mark and Dan unpack what went right and how tariffs may affect the business. Timestamps1:22 European markets15:21 Investment clubs23:34 Uniphar Hosted on Acast. See acast.com/privacy for more information.
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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 what this means for the industry so far, and the prospects for the uranium market and small modular reactors (SMRs). Next up, the world’s most valuable company, Nvidia (NVDA). New York-based reporter Arthur Sants discusses the company’s latest results, the uncertainty regarding sales to China, as well as Intel’s two recent big investors: the US government and SoftBank. Alex Newman also weighs in on the subject. Mark Robinson covers Boohoo’s (DEBS) recent, delayed results, which showed some overhang from its old business. It’s move to be a third-party seller, similar to that of M&S (MKS) and Next (NXT) could be fruitful, but the competition is rife. Listen to find out more. Timestamps1:30 Nuclear 15:48 Nvidia 37:07 BoohooRead more on these topics How to invest in the world’s nuclear futureNvidia beats expectations despite China uncertaintyBoohoo cuts inventories and capex Hosted on Acast. See acast.com/privacy for more information.
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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 discuss how both its US and UK arms are faring, as well as its valuation case.Next up, Holly McKechnie discusses our latest Big Read on beating the trap of leasehold properties. Holly and Dan unpack everything from how to spot issues when renting or buying a leasehold to the impact Labour’s reforms will have.Last up, Valeria Martinez covers whey-based protein products producer Applied Nutrition (APN). Its second-half results showed good performance thanks to well-received product launches. Valeria explains why momentum is on the company’s side.Timestamps 1:25 PensionBee18:00 Leaseholds34:48 Applied Nutrition Hosted on Acast. See acast.com/privacy for more information.
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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 global performances, and what the business’s valuation appears to be.Next up James Norrington joins to unpack our latest Big Read on sum-of-the-parts valuations. James explains the thinking behind the piece, how it can help find stocks trading at less than their worth, and how to tell if a company is focusing on the right part of a business.Lastly, Julian Hofmann covers Novo Nordisk (DK:NOVO.B), which saw shares rise after Eli Lilly’s (US:LLY) oral weight-loss pill underwhelmed regulators. Competition is still fierce in the sector, but a new Novo CEO could give the company the boost it needs. Read more on these topics How to spot undervalued sharesDeep DivesTimestamps 1:16 Savills13:41 Spotting undervalued shares26:33 Weight loss drugs Hosted on Acast. See acast.com/privacy for more information.
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Jupiter, retirement strategies and Science Group
This week on the show, Mark Robinson and Julian Hofmann discuss interim figures from asset manager Jupiter, and ask whether the company – and the wider sector – is truly on the road to recovery. Our big read of the week looks at six different ways of pension planning. Personal finance editor Val Cipriani analyses the all-important topic of how to make your money last in your retirement.Finally Valeria Martinez looks at recent results from consultancy turned activist investor Science Group, which is sitting on excess cash made from its stake in rival Ricardo earlier this year.Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTubeTimestamps 1:38 Jupiter13:35 Retirement Strategies24:44 Science GroupMidroll 24:43Find out more about these topics: One-third drop in Jupiter’s earnings clouds recovery hopesHow to find your ‘retirement profile’ – and how to invest for itScience Group cashes in on Ricardo activist campaign Hosted on Acast. See acast.com/privacy for more information.
Looking to stay informed in the world of investing? Investors' Chronicle dives into the key trends shaping today’s markets and unpacks what they mean for your investments. Featuring exclusive interviews with professional investors - whether fund managers or leading financial experts - our mission is to help you make smarter investment decisions.Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
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