On this episode of the Companies and Markets Show, Dan Jones hosts a discussion on the fate of the London market. How can it hope to compete with a new age of US state subsidies?
Next up is the Budget preview with IC economics expert Hermione Taylor. How can a "black hole" turn into a "windfall", according to chancellor Jeremy Hunt? And what will this mean in terms of announcements next week?
Finally, Michael Fahy joins the pod to discuss his long read this week on buy-and-build M&A: M&A masters: the stocks successfully buying growth.
Dan Jones hosts Alex Newman, Mark Robinson, Hermione Taylor and Michael Fahy.
Hosted on Acast. See acast.com/privacy for more information.
A business on the right side of history: Lee and the IC
Building the ideal portfolio & Experian: The Companies and Markets Show
How interest rates can affect mid-caps & Wood Group’s trading update: The Companies and Markets Show
‘Ignore the oil price – energy stocks are still great value’: Ian Lance of Temple Bar Investment Trust
Unilever, Trainline & national champions: The Companies and Markets Show
How young investors can learn their trade: Lee and the IC
BHP’s bid for Anglo & investors’ biggest mistakes: The Companies and Markets Show
Fundsmith’s fate, industrial metals, & Asos: The Companies and Markets Show
British bargains & heritage brands: The Companies and Markets Show
‘It’s exciting in the investment trust sphere': Joe Bauernfreund of AVI
Tesla woes, travel’s rebound & investing during rate cuts: The Companies and Markets Show
Britain’s top-rated funds & Fevertree: The Companies and Markets Show
‘Cultural attitudes around investing need to change’: Lee and the IC
Vodafone’s fortunes & UK’s tech stocks: The Companies and Markets Show
'We should redefine what a recession is': Abby Glennie of Abrdn UK Smaller Companies fund
The Isa Special 2024: The Companies and Markets Show
The Budget explained & the importance of dividends: The Companies and Markets Show
‘It’s the valuation that matters, not the share price’: Laura Foll of Janus Henderson Investors
The power of consumer staples & the UK’s appetite for M&A: The Companies and Markets Show
Meeting a CEO: Lee and the IC
Create your
podcast in
minutes
It is Free
THE ADAM BUXTON PODCAST
Wahlgren & Wistam
Mellan Himmel och Jord
Olösta Fall
Spår