This episode of The Companies and Markets Show begins with a dive into this week’s results from big players in the insurance industry, Aviva and Legal & General. Our deputy companies editor, Julian Hofmann, explains the market reaction to the businesses’ figures and highlights areas where they may be limited. Alex Newman joins to discuss what stands out for him and offers his take on the state of the insurers.
Next up is a story that has sparked interest far and wide – weight-loss drugs. Jennifer Johnson explores what’s driven the surge in sales in recent months and highlights certain companies and sectors that may be affected by the growing popularity of appetite-suppressing drugs.
Last on the agenda is our latest cover feature on survivor shares. Julian Hofmann discusses the companies that have withstood the test of time, and highlights the ingredients for long-term success.
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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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