Mark Robinson hosts this week’s episode and begins with a rundown of the latest news in the financial world, from Donald Trump’s Trust Social listing to the Bank of England’s warning on private equity bubbles.
This week’s cover feature on Britain’s top-rated funds is up first. Dave Baxter shares what readers can expect from the article, including the trends picked up by our analysis and the big-hitting funds that can boost portfolios.
Julian Hofmann discusses the credit card and loan-focussed bank Vanquis Banking (VANQ) which recently released results. He and Mark discuss whether its doorstep lending model is more or less redundant in today’s age, and consider the reasons it’s trading at such a large discount.
Lastly, Christopher Akers unpacks the contrasting results of two beverage companies, Fevertree (FEVR) and AG Barr (A.G.). With the US now its biggest market, Chris looks at whether Fevertree can keep investors and customers interested across the pond. He also explains how AG Barr transformed itself into a “highly successful multi-beverage, branded company”.
Timestamps
1:37 News rundown
5:15 Britain’s top-rated funds – as picked by analysts
14:32 Vanquis Banking results
23:11 UK beverage producers Fevertree and AG Barr
Hosted on Acast. See acast.com/privacy for more information.
Tim Levene: Valuation is a topic of great debate in fintech
The Companies and Markets show: Deflating the warehouse bubble
Professor Russell Napier: The equity index fund is a dangerous product
The Companies and Markets show: The FTSE 350 review + Twitter liberated?
Ken Wotton: Volatility is throwing up really interesting opportunities
The Companies and Markets show: What are miners going to do with all their cash?
The Companies and Markets show: Inflation-proof companies and Musk buys Twitter
The Companies and Markets show: Bellway, Burford, and Tesco
Sebastian Lyon: I think we’re in a regime change vis-à-vis inflation
The Companies and Markets show: Buffett buys again and Spring Statement reactions
Paul Major: A transformation of healthcare is an inevitable reality
The Companies and Markets show: Commodities crisis continues
Isa investing in turbulent markets
The Companies and Markets show: Why is the FTSE 100 weighted towards value?
Getting portfolio construction and asset allocation right
Companies and Markets show: Defence shares profit from NATO spending
Janus Henderson's Neil Hermon: Growth at any price is not acceptable
The biases that matter
The Companies and Markets show: Ramifications of Russia's invasion
Chris Dillow: There's a wisdom in crowds
Create your
podcast in
minutes
It is Free
THE ADAM BUXTON PODCAST
Wahlgren & Wistam
Mellan Himmel och Jord
Olösta Fall
Spår