Investment trusts & Rightmove: The Companies and Markets Show
Our annual Investment Trust Special Report covers everything you need to know about researching, finding and buying the right funds for your portfolio. Val Cipriani and Holly McKechnie delve into topics featured, from discounts in the space, the impact of the Saba saga, increased M&A activity and more. It’s then onto Rightmove (RMV). The company recently announced its plans to invest in AI, which was met with unusual concern from the market. Hugh Moorhead explains why this occurred, how large a threat ChatGPT is to its plans, and more. Timestamps 1:34 Investment Trust special 29:18 RightmoveHow to pick the right investment trustsShould investors put Rightmove up for sale? Hosted on Acast. See acast.com/privacy for more information.
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Aim stocks, MPA, Volex, and SSE: The Companies and Markets Show
We kick off this week looking at power provider SSE (SSE), which announced a £2bn equity raise to help fund a £33bn upgrade to the UK’s electricity infrastructure. Valeria Martinez and Alex Newman discuss what the proposal means for the company, why it’s been so well received by investors and the wider implications.Next, we turn to the second part of our Aim 100 Special Report, where we look at the 50 largest stocks trading on London’s junior market. Dan and Michael Fahy look at cords and cable maker Volex (VLX), which reported interim results this week.Dan and Mark Robinson then turn to auditor MHA (MHA), which listed in April and has been on a tear. Mark gives his thoughts on the company and whether or not it’s too late for investors to jump in.Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTubeTimestamps:1:01 SSE16:36 Volex25:24 MHA Hosted on Acast. See acast.com/privacy for more information.
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Exciting British stocks & the Budget: Lee and the IC
From a disappointing run with Treatt (TET) to his belief Goodwin’s (GDWN) is Britain’s most exciting engineering company outside of Rolls Royce (RR.), and STV’s (STV) profit warning to a floor coverings business benefitting from expanding infrastructure projects; this episode covers considerable ground for all DIY investors. It concludes with reader questions, and listeners get to hear Lord Lee’s take on what may lie ahead as the Autumn Budget approaches.Timestamps 1:21 Reflections on M&G episode 4:27 Treatt9:24 Goodwin18:05 STV19:55 Venture Life22:47 James Halstead 25:00 Primary Health Properties 27:20 Workspace29:21 MS International32:57 Reader questions38:45 The Budget Hosted on Acast. See acast.com/privacy for more information.
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45:41
M&S, quantum stocks & healthcare trusts: The Companies and Markets Show
M&S’s (MKS) results kick off this week’s podcast. The beloved British retailer is delivering decent performance, but the April cyber attack has left some scars. Mark Robinson explains all investors need to know.Next, this week’s Big Read is on quantum stocks. Author James Norrington runs through the recent developments in the sector, the consequences on wider markets, the benefits to AI and more. Last up, the latest from three healthcare trusts. Val Cipriani outlines performance from Worldwide Healthcare Trust (WWH), Polar Capital Global Healthcare (PCGH) and Bellevue Healthcare (BBH), and the creative strategy one is taking to attract new investors.Marks and Spencer reveals cyber attack costIs quantum computing reaching its AI moment?Crunch time for healthcare trusts1:24 M&S11:22 Quantum computing stocks 27:18 Global healthcare trusts Hosted on Acast. See acast.com/privacy for more information.
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UK banks, Kitwave & Next 15: Companies and Markets Show
Hugh Moorhead takes stock of the UK banking sector, examining how provisions for motor finance, along with exposure to private credit, are shaping the outlook, and how regulatory changes have helped the key players.Erin Withey joins and turns attention to the first of two companies from our Aim 100 Special Report, Kitwave (KITW). The UK food wholesaler is navigating the next phase of its growth story, and despite a recent profit warning, its long-term prospects appear strong. Lastly, Valeria Martinez reviews Next 15 (NFG), the AIM-listed consultancy undergoing a major restructuring after a turbulent 2024. Valeria looks at how the business is trying to recoup sentiment, its other near-term challenges and what analysts think of the company. 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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