We welcome you to our first Companies and Markets Show podcast of 2024 with an analysis of recently released trading updates from British clothing retailers Next and JD Sports. Our team discuss how the two retailers compare and ponder the wider issues in the background that are contributing to their varying successes.
It’s then on to the FTSE 100, which turned 40 on 3 January. The team unpack the recent performance of the index, questioning whether the significance of its poor performance might be overplayed, the UK versus the US narrative, and talk about the prospects for European equities in 2024.
Last of all, Alex Newman touches on this week’s cover story – our Investment Ideas of the Year 2024 – explaining how the investments have been categorised, the themes of this year’s Ideas of the Year and what readers can expect from our Investment Ideas in the coming year.
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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
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