We begin this week’s episode with TP Icap, the interdealer broker. Julian Hofmann reports on the figures that came out recently, and he and Dan discuss the divisions driving performance, its electronic trading push and the business's valuation.
Val Cipriani, author of this week’s cover feature the IC’s guide to Isas 2024, then runs us through the importance of understanding the allowances, the ‘simplification’ changes made and some of the platforms investors can utilise.
Last up, Mark Robinson discusses the recent results from Hill & Smith (HILS). Which of its business arms are performing best? And how does this compare with Costain’s (COST) results?
Hosted on Acast. See acast.com/privacy for more information.
Capitalising on AI and data & the Rolls Royce turnaround: The Companies and Markets Show
‘Dividends are a good way to check if CEOs are too optimistic’: Fund manager Daniel Peris of Federated Hermes
Selling shares and Relx’s £1bn buyback: The Companies and Markets Show
Housebuilders, PZ Cussons and the future of British American Tobacco: The Companies and Markets Show
‘I always find buybacks disappointing’: Gervais Williams of Premier Miton
A guide to the FTSE 350: The Companies and Markets Show
‘Private investing has become too formal’: Lee and the IC
The evolving world of textiles, gold mining and 4imprint: The Companies and Markets Show
‘Most businesses would benefit from more intelligence’: Tom Slater
The Indian opportunity, Ashmore and Bakkavor: The Companies and Markets Show
Boeing, fractures in the global economy, and recruiters: The Companies and Markets Show
‘It's probably smarter to be a momentum investor’: Bearbull
Next and JD Sports updates, the FTSE’s 40th and Ideas of 2024: The Companies and Markets Show
‘Gifting shares to schools and pupils will be transformational’ | Lee and the IC
The Companies and Markets Show: Merging Reits, ESG funds and Goodwin
The Companies and Markets Show: AJ Bell, UK biotechs and what next for the oil price
Partner Content: Delving into the details
IC Interviews: Small-cap expert Simon Thompson
The Companies and Markets Show: Ashtead, Redde Northgate and the stockpicker resurgence
2023 Recap: Lessons and Opportunities in the Aftershock Economy
Create your
podcast in
minutes
It is Free
THE ADAM BUXTON PODCAST
Wahlgren & Wistam
Mellan Himmel och Jord
Olösta Fall
Spår