On this week's episode of the Companies and Markets podcast, pest control company Rentokil is our result of the week, its strong recent performance landing it on Alex Newman's stock screen radar.   Next up is the continued turmoil in the banking sector, with Credit Suisse under the microscope after its emergency rescue by UBS. And it's not the only bank under pressure... Julian Hofmann is on hand to help break it down.  Finally, with the IC's Isa special edition out this week, FT consumer editor Claer Barrett joins the show to discuss her new book: 'Wh ..read more

Joel Greenblatt is managing director and co-chief investment officer at Gotham Asset Management, having co-founded Gotham in 1985. His written work includes the famous tome The Little Book That Beats the Market, published in 2005, which set out his ‘magic formula’ for private investors. In this interview, he speaks to Dan Jones about the relative cheapness of certain US shares, why he is still a fan of big tech, the origins of the magic formula and its usefulness for investors, and the prospects for the UK equity market. Timestamps: 00:00 - Intro 00:58 - Investment philosophy 04:27 - Risk-fr ..read more

On this episode of the Companies and Markets show, Dan Jones and co provide a full autopsy of the largest banking collapse since 2008, namely that of Silicon Valley Bank (SVB). What happened, where are we now, and what are the implications going forward? Then it's on to reaction to Jeremy Hunt's first Budget as chancellor, with IC economist Hermione Taylor on hand to help make sense of it all. Finally, Jennifer Johnson joins the pod to break down her long read this week: Pharma's pricing problem.  Dan Jones hosts Alex Newman, Julian Hofmann, Hermione Taylor, Mark Robinson and Jennifer ..read more

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, M ..read more

Dave Baxter is joined by Stephen Yiu, lead manager of the popular but embattled Blue Whale Growth fund (GB00BD6PG787). They discuss recent shifts in the portfolio - from Yiu exiting many of the mega-cap US tech stocks to a newfound interest in the energy sector - and the thinking behind this. From Chatgpt to the metaverse, they also look at which technological advances might drive tomorrow's returns, and which might look less convincing. Hosted on Acast. See acast.com/privacy for more information ..read more

On the podcast today, ITV is our result of the week, with Jemma Slingo on hand to take us through the major talking points (including whether you can rewind ITVX now, as Dan Jones' pet hate).  Next up it's a discussion of this week's long read: What to do with a lump sum. The author of that piece, Alex Newman, is here to break it down.  Finally the panel discusses housebuilder Persimmon, following a big cut to its dividend. Timestamps:  00:00 - Intro 01:16 - ITV 12:02 - What to do with a lump sum 23:16 - Persimmon/UK housebuilders Hosted on Acast. See acast.com/privacy ..read more

On this episode of the Companies and Markets show, Dan Jones hosts Chris Akers for a discussion of the hotel group's IHG and Whitbread following their latest results. Next up, what does a recession mean for semiconductor stocks? Arthur Sants discusses off the back of his long-read this week: Chip Wars. And finally, our panel has a brief discussion of takeover offers for UK companies - are the likes of Devro, Dignity, and Aveva being lowballed? Dan Jones hosts Mark Robinson, Chris Akers, and Arthur Sants. Timestamps 00:00-00:55 - Introduction 00:55-10:36 - IHG and Whitbread 10:36-27:22 ..read more

Alex Newman stands in for Dan Jones on this week's episode of the Companies and Markets podcast. On the agenda, first up Julian Hofmann takes us through various results for big banks: Barclays, NatWest, and Standard Chartered. Then it's on to a discussion of the FTSE 100 - does breaking the 8000 point mark actually mean anything? Finally it's Mark Robinson on Glencore after the miner reports record profits. Hosted on Acast. See acast.com/privacy for more information ..read more

Supplying life-saving medical supplies by robotic flights in Africa is just the start. Zipline’s co-founder Keller Rinaudo Cliffton talks to Scottish Mortgage manager Tom Slater about what’s next.   - Invest in Progress is a podcast brought to you by the Scottish Mortgage Team. It offers a backstage pass to the conversations that occur between our managers and visionary leaders solving some of the world’s most complex problems. Listen to more episodes here. Hosted on Acast. See acast.com/privacy for more information ..read more

Dave Baxter is joined by The Renewables Infrastructure Group (TRIG) investment manager Richard Crawford. In a wide-ranging discussion they look at the fund’s exposure to dramatic shifts in power prices, the effects of the UK windfall tax and other regulatory developments on the renewable energy sector – and which renewable technologies now look more enticing to investors. Hosted on Acast. See acast.com/privacy for more information ..read more