Best Ftse 100 Podcasts (2024)

1
192: TWINPETESINVESTING Podcast 138: Future potential small cap winners, Galliford Try Holdings, Macfarlane Group, Monadelphous Group, XP Power, Molten Ventures, Vistry, Augmentum Fintech, Revolut, AIC ... 1:08:34

12d ago1:08:34

1:08:34

The topics, stocks and shares mentions / discussed include: Future potential small cap winners Galliford Try Holdings / GFRD Monadelphous Group / ASX:MND Macfarlane Group / MACF XP Power / XPP Molten Ventures / GROW / Venture Capital, Vistry / VTY Augmentum Fintech / AUGM Revolut Private / unlisted companies Inflation / UK Autumn Budget Packaging, …

1
US election and UK budget: a tactical approach to US and UK equities with Marc Kimsey 25:43

1h ago25:43

25:43

The UK Investor Magazine was thrilled to welcome Marc Kimsey, Director of F&O Research, for a deep dive into US and UK equities in the wake of the US election and UK budget. The US election and UK budget have deep consequences for equities. Marc explores the biggest winners and losers from the most significant risk events of 2024. We discuss UK equ…

1
How the Budget impacts companies, Auto Trader & the US election: The Companies and Markets Show 35:16

1h ago35:16

35:16

Auto Trader’s (AUTO) recent results were not well received. A slowdown in vehicle production and its position within a tight market is squeezing growth prospects. Our experts dive into what it means for investors. It’s then on to the impact of the Budget. The panel unpacks what sectors will be most affected by the changes, and the potential cost-sa…

1
342: What does Trump’s election win mean for investors? 28:31

23m ago28:31

28:31

Following Donald Trump’s historic comeback, we assess the key implications for investors in a special podcast recorded hours after the result was announced. During the call, Sonja Laud, LGIM’s Chief Investment Officer, is joined by Jason Shoup, CIO and Co-Head of Global Fixed Income at LGIM America, and Tim Drayson, Head of Economics at LGIM. They …

1
Terry Smith on Nvidia, banks and the UK market: IC Interviews 43:24

2d ago43:24

43:24

Returning a second time in the IC Interviews hot seat, Terry Smith is one of the biggest names in the investing world. Having set up the eponymous Fundsmith in 2010, he now manages more than £22bn of British savers’ money and has had his fair share of celebration and criticism. Funds editor Dave Baxter and Smith unpack everything from Magnificent S…

1
What the Budget means for you & HSBC: The Companies and Markets Show 35:32

1h ago35:32

35:32

The Autumn Budget brought a swathe of changes to the way investors can harness the most of the market. From capital gains changes to pensions, our team unpack what investors need to know. Find out everything you need to know about the Budget HSBC (HSBC) recently announced a reorganisation that will affect shareholders. The panel of experts report o…

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193: TWINPETESINVESTING PODCAST 139: With special guest Fund Manager, Tom Dorner, co-Manager of PCFT, their winning long-term investing methodology, FIS, Beazley, JPM, Arch Capital, BARC, UniCredit, UK ... 1:29:38

2h ago1:29:38

1:29:38

The topics, stocks and shares mentions / discussed include: A fantastic discussion with Fund Manager, Tom Dorner, co-Manager of Polar Capital Global Financials Trust (PCFT) PCFT's winning long-term investing methodology, Fidelity National Information Services Inc / FIS Beazley / BEZ JP Morgan Chase / JPM Arch Capital / ARCH Barclays / BARC UniCredi…

1
MicroSalt’s Low Sodium Revolution and Leading the Safety Smart Eyewear Market with Tekcapital 16:15

4h ago16:15

16:15

The UK Investor Magazine was delighted to welcome Clifford Gross, CEO of Tekcapital, back to the Podcast for a run-through of the latest developments for portfolio companies. We welcomed Clifford to the Podcast just a couple of weeks ago to catch up on recent progress. However, after sharp moves this week in Innovative Eyewear and MicroSalt, we ask…

1
EP 35: Edward Westropp - Lessons and Advice from Moving to an In-House IR Role 33:47

2d ago33:47

33:47

Many IR professionals begin their careers in various corporate finance roles, such as consultancy, data analysis, or capital markets. Each of those paths into IR comes with valuable insights and unique perspectives that can set you up for success. Before Edward Westropp, Head of IR and Communications at WE Soda Ltd, took the leap into IR, he came w…

1
The best Aim stocks and Morgan Sindall’s profit update: The Companies and Markets Show 31:17

5d ago31:17

31:17

Mark Robinson starts the show by unpacking Morgan Sindall’s (MGNS) significant trading update, looking at the drivers behind the share price rise and the scope for the company to increase its market share. It’s then on to our Aim 100 special. Michael Fahy and Alex Newman share their take on the leading brick supplier Brickability (BRCK) and technol…

1
Exploring GenIP’s AI models and enhancing research organisations’ technology transfer with Melissa Cruz 10:25

6d ago10:25

10:25

The UK Investor Magazine was delighted to welcome Melissa Cruz, CEO of GenIP, back to the podcast to discuss the Generative AI analytics company’s technology and the real-world benefits of its services. We start by discussing technology transfer from research organisations to commercialisation, highlighting leading companies such as Google and Payp…

1
National Grid, car dealerships & investment trusts: The Companies and Markets Show 33:55

13d ago33:55

33:55

We begin with National Grid’s (NG) transformation plans. Jemma Slingo and Alex Newman weigh in on whether it should now be considered a growth rather than income stock, its US business and more. It’s then onto car dealership Vertu (VTU). Mark Robinson runs through the driving factors behind Vertu’s performance, the business’ valuation and its prosp…

1
341: What does ‘climate action investing’ actually mean? 20:24

13d ago20:24

20:24

The goal is to allocate more capital to the business opportunities the transition creates, while simultaneously driving down emissions over time. Traditionally investors and companies have asked the question: “How should an investor balance a focus on reducing their climate impact with a desire for financial returns?” However, it is our firm belief…

1
Generative AI, London IPOs, and ‘blockbuster’ MicroSalt newsflow with Tekcapital’s Clifford Gross 13:54

14d ago13:54

13:54

The UK Investor Magazine was delighted to welcome Dr Clifford Gross, CEO of Tekcapital, to the podcast for a comprehensive look at recent portfolio company developments. Tekcapital is a technology investment company listed on London’s AIM investing in university technology with large addressable markets. We start with discussing the GenIP IPO and t…

1
‘The yen will keep on going’: Paul ffolkes Davis of Rising Sun Management 35:42

15d ago35:42

35:42

In this episode of IC Interviews, Paul ffolkes Davis and funds editor Dave Baxter discuss the Japanese small and mid-cap specialist fund, which has proven to be quite fruitful for investors. Find out why ffolkes Davis believes in the yen’s strength plus his thoughts on Japan’s macro trends, the big investment trust risers and fallers this year and …

1
EP 34: Phil Griffith - Curiosity and Collaboration: The Keys to Successful Equity Sales 38:09

16d ago38:09

38:09

What does a day in the life of an equity salesperson really look like? In this episode, we dive into the world of sell-side equity sales with industry veteran Phil Griffith. Curiosity and Good Storytelling Are a Salesperson’s Best Tools We sit down with Phil Griffith, Head of UK Distribution at Stifel Financial Corp. With over 36 years of experienc…

1
A new investing world & cocoa inflation: The Companies and Markets Show 35:05

19d ago35:05

35:05

Associate editor James Norrington starts the show, covering this week’s Big Read. He and Dan unpack inflationary vs deflationary forces in Western economies and what it means for stock picking and building portfolios. Madelaine Apthorpe is then in the hot seat instead of behind the soundboard to discuss her investigation into cocoa inflation and th…

1
340: China rally, US jobs and Japan’s new PM – Market Talk 26:55

22d ago26:55

26:55

Has the blistering rally in Chinese equities got further to go, or was that it? What do strong jobs numbers out of the US tell us about the likely path of interest rates? And how could the arrival of a new prime minister in Japan affect the strength of the yen? This podcast is hosted by Harry Brooks, Content Manager. All data is sourced from Eikon …

1
The future of UK solar and substantial shareholder distributions with NextEnergy Solar Fund 32:00

21d ago32:00

32:00

The UK Investor Magazine was thrilled to welcome Stephen Rosser, Investment Director and UK Counsel at the NextEnergy Capital, the manager of the NextEnergy Solar Fund, to the podcast for a comprehensive update of this year’s progress. Explore the NextEnergy Solar Fund in the UK Investor Magazine Investment Trust Centre The big attraction to the tr…

1
‘Our products are evolutionary, not revolutionary’: Lee and the IC 34:34

24d ago34:34

34:34

This month, Alex and Lord Lee are joined by the CEO of Ampario, Richard Edwards. Ampario is an Aim-traded natural feed additives group, a niche business but one that exports its products to over 80 countries and has been held by Lord Lee for 14 years. In the episode, the trio discuss the ins and outs of running an Aim company, why Lord Lee believes…

1
191: TWINPETESINVESTING PODCAST 137: Investment Trusts; the Heroes & Villains, Caledonia Investments, A 7,000% winner, Worldwide Healthcare Trust, F&C IT, REITS DGI9 LABS HOME JDG GSCT, JCH MUT Sept TwinPetesInvesting ... 1:21:03

26d ago1:21:03

1:21:03

The topics, stocks and shares mentions / discussed include: Investment Trusts, the Heroes & Villains Caledonia Investments / CLDN A 7,000% winner Digital 9 Infrastructure Trust / DGI9 Worldwide Healthcare Trust / WWH F&C IT / FCIT Life Science REIT / LABS Home REIT / HOME Brunner IT / BUT The Global Smaller Companies Trust JPMorgan Claverhouse IT /…

1
Investing for children, healthcare Reits & China’s stimulus: The Companies and Markets Show 31:33

1M ago31:33

31:33

This week’s episode begins with a property leaser to the healthcare sector, Life Science Reit (LABS). Property writer Natasha runs through the results, where the chief exec is focusing and whether a takeover is on the cards. It’s then onto our latest Big Read on investing for your children. From the best accounts to use, the top funds to pick, and …

1
339: Fixed income in focus: checking in on Euro credit 15:14

29d ago15:14

15:14

For the latest in our quarterly series of updates on the global fixed income market, LGIM’s Head of Euro Credit Marc Rovers gives us a detailed briefing on where the European debt market is, and where it may be heading. In a broad-ranging discussion, we cover what lay behind the late summer’s sporadic spikes in volatility, potential European spillo…

1
Recurring revenues from Generative AI analytics services with GenIP’s Melissa Cruz 10:54

28d ago10:54

10:54

The UK Investor Magazine was delighted to welcome Melissa Cruz, CEO of GenIP, to discuss the company’s growth plans on the morning of their AIM IPO. Melissa outlines a strategy focused on recurring revenues from Generative AI services delivered to the world’s leading research institutions. GenIP helps research organisations bridge the gap between t…

1
EP 33: Maria Elena Drew - How IR Professionals Can Integrate ESG into Investment Decisions 40:18

1M ago40:18

40:18

ESG matters have become a major focus in investment portfolios over the past decade. What was considered a more niche branch of investing has taken centre stage in the world of investor relations. In this episode of Enquire - The Investor Relations Podcast, we sit down with Maria Elena Drew, Director of Research for Responsible Investing at T. Rowe…

1
Partner Content: Political power plays & market reactions 15:11

30d ago15:11

15:11

In this podcast episode from The Brunner Investment Trust, Co-lead Portfolio Manager Julian Bishop and host Joe Lynam navigate the choppy waters of national politics and their ripple effects through global markets. With the recent political changes in the UK and the much-anticipated US presidential election, what can investors expect from the stock…

1
How to fix the UK pensions problem & a swathe of takeover bids: The Companies and Markets Show 38:05

1M ago38:05

38:05

We start with Smiths Group’s (SMIN) results. The engineering giant’s figures missed expectations, but could new acquisitions and an updated cost-saving plan bring things back? Michael Fahy reports. Our Big Read this week is on pensions. We all know what they are, but there’s much more that could be done for savers and perhaps for the wider economy …

1
338: US election: key themes for investors – the CIO call 37:43

1M ago37:43

37:43

Many of the themes at the heart of the US election are of immense importance to investors. As the presidential race enters its final stage, we discuss the key investment implications. During the podcast, Sonja Laud, LGIM’s Chief Investment Officer, is joined by three colleagues from LGIM America: Jason Shoup, CIO and Co-Head of Global Fixed Income;…

1
NatWest, British American Tobacco and two new deals: The Companies and Markets Show 32:25

1M ago32:25

32:25

Jemma Slingo is up first to discuss the fate of NatWest (NWG). Jemma and Dan unpack how well hedged the business is against falling interest rates, its share buyback plans and more. It’s then on to one company from our Income Majors special report: British American Tobacco (BATS). Like most tobacco stocks, BAT is in the firing line from the Labour …

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190: TWINPETESINVESTING PODCAST 136 : Winning defensive investing stocks, Bunzl, Harworth Group, Telecom Plus, MONY Group, Mears Group, B&M European Value Retail, August TwinPetesInvesting Challenge winner ... 1:12:44

1M ago1:12:44

1:12:44

The topics, stocks and shares mentions / discussed include: The winning defensive investing stocks that could boost your portfolio. Bunzl / BNZL Harworth Group / HWG Telecom Plus / TEP MONY Group / MONY Mears Group / MER B&M European Value Retail / BME Defensive stocks August TwinPetesInvesting Challenge winner Kazera Global / KZG Warehouse REIT / …

1
Selecting neglected UK shares, takeovers, and a UK rerating with Temple Bar Investment Trust 35:18

1M ago35:18

35:18

The UK Investor Magazine was delighted to welcome Nick Purves, Fund Manager of the Temple Bar Investment Trust, for an insightful discussion about UK shares and the trust’s approach to value investing. Explore the Temple Bar Investment Trust in the UK Investor Magazine Investment Trust Centre. Temple Bar are value investors seeking out UK shares th…

1
337: In conversation with… Ben Cherrington, Head of UK Wholesale 29:56

2M ago29:56

29:56

What does it take to rise up the ranks of investment distribution? And how has the advent of hybrid working and the demise of corporate hospitality changed the business of selling funds? In this episode, Ben Cherrington, LGIM’s Head of UK Wholesale, shares candid insights from more than two decades spent at some of the best-known asset managers, an…

1
EP32: Peter Reynolds: How to Succeed in IR - Lessons from a 30-Year Career 36:41

1M ago36:41

36:41

While investor relations may have evolved over the past 30 years, some things remain consistent – the value of building great relationships with investors has always been fundamental to building a successful career in IR. As someone with an impressive 30-year career across corporate finance, equity research, and investor relations, Peter Reynolds, …

1
Our favourite 50 funds and Trustpilot: The Companies and Markets Show 33:43

2M ago33:43

33:43

We begin with Trustpilot (TRST), whose shares shot up 10 per cent in the past five days. Its software as a service (SaaS) is AI-enabled but should it be seen as a marketing or tech business? Jennifer Johnson runs through the long-term prospects inventors need to consider. Dave Baxter joins to chat about the 2024 edition of the IC’s Top 50 Funds lis…

1
189: TWINPETESINVESTING PODCAST 135 Part 2: With a special guest, Warhammer expert & Games Workshop shareholder, Unilever, Gitlab Inc, Sylvania Platinum, Rio Tinto, BHP, Glencore, Anglo American, Nvidia ... 58:42

2M ago58:42

58:42

PLEASE NOTE This is TwinPetesInvesting Podcast 135 PART 2. The topics, stocks and shares mentions / discussed include: With special guest, Warhammer / Games Workshop expert & shareholder, Private investor: Matthew Gregory @MathewGregory5 on Twitter/X The history of #WarHammer & Investing in #GamesWorkshop Investing lessons & learnings Unilever / UL…

1
336: Volatility, dis-inversion and the path of rates – Market Talk 20:51

2M ago20:51

20:51

What was behind last month’s ‘flash crash’ and last week’s smaller wobble? Does the dis-inversion of the US treasury yield curve signal recession? And what are markets telling us about the likely path of interest rates in the US, Europe and the UK? This podcast is hosted by Harry Brooks, Content Manager. All data is sourced from Eikon as at 10 Sept…

1
What investors can do with takeover cash: Lee and the IC 31:43

2M ago31:43

31:43

Lee and the IC is back after its summer hiatus with the latest updates to Lord Lee’s portfolio. Armed with the proceeds of a takeover, Lord Lee has spent the last few months topping up some existing holdings and running the slide rule over several British value opportunities, including a media conglomerate and a global shipping firm. John and Alex …

1
188: TWINPETESINVESTING PODCAST 135 Part 1: With a special guest, Warhammer expert & Games Workshop shareholder, Buying safe & potentially great shares, BP, Nvidia, Tritax Eurobox, Atlantic Lithium, Abrdn ... 53:28

2M ago53:28

53:28

PLEASE NOTE PART 2 will be released on 13th September The topics, stocks and shares mentions / discussed in Part 1 include: With special guest, Warhammer expert & Games Workshop shareholder, Private investor: Matthew Gregory @MathewGregory5 on Twitter/X. Buying safe & potentially great shares BP Finding your own investing methodology Nvidia / NVDA …

1
335: Master trust matters with Robert Waugh, Chair of Trustees of the Legal & General Mastertrust 15:43

2M ago15:43

15:43

It’s been more than a year since Robert Waugh took over as the independent chair of the Legal & General Mastertrust’s board of trustees. In our latest DC podcast, Robert and Kim Brown, Head of Mastertrust & IGC, review the highlights and challenges of his first year in post, the implications of a change of government – which had been elected just t…

1
FTSE 100 outlook, GBP/USD, and the AI trade with City Index’s Fiona Cincotta 36:53

2M ago36:53

36:53

The UK Investor Magazine was delighted to welcome City Index’s Fiona Cincotta to the podcast for a deep dive into the FTSE 100, GBP/USD, Nvidia, and the key economic events for Q4. After the Fed signalled they would cut rates in September, we explore the market positioning for a rate cut and what will happen if they don’t (however unlikely that may…

1
EP31: Isabel Green: Why Relationship Building & Curiosity Are Must - Have Traits in IR 38:26

2M ago38:26

38:26

Have you ever wondered what truly sets successful investor relations professionals apart? In this episode of Enquire, the Investor Relations podcast, we explore how the power of curiosity and relationship-building have helped Isabel Green, Former EVP & Head of Investor Relations at Rolls-Royce and now IR Director at HBX Group, lead a successful IR …

1
Investing in insurers, Nvidia and BHP: The Companies and Markets Show 34:53

2M ago34:53

34:53

Alex Hamer unpacks the results from Australian mining giant BHP (BHP). It reported higher earnings in the 12 months to June thanks to record copper prices and a relatively stable iron ore market, its biggest market. Alex shares what investors should expect going forward. Alex Newman, the author of this week’s cover feature on insurance stocks, join…

1
The opportunity in e-waste recycling and the circular economy with Majestic Corporation 18:18

2M ago18:18

18:18

The UK Investor Magazine was delighted to welcome Peter Lai, CEO of Majestic Corporation, to the podcast for a deep dive into the emerging leader in sustainable circular economy solutions. Aquis-listed Majestic Corporation specialises in recycling and recovering precious and base metals from everyday materials that societies routinely discard. This…

1
334: What do the terms ‘run-on’ and ‘surplus’ actually mean? 9:00

2M ago9:00

9:00

With surplus extraction now a realistic proposition for many DB schemes, ‘run-on’ could be an increasingly popular endgame option. In our latest DB podcast we continue our discussion of the endgame options available for DB pension schemes, and in particular, why the government’s review of the regulation around surplus extraction could potentially l…

1
Hargreaves’ takeover, Costain and the North Sea: The Companies and Markets Show 35:22

3M ago35:22

35:22

We begin with construction firm Costain (COST), which recently announced a £10mn buyback. Mark Robinson weighs in on its latest results and more. It’s then on to Hargreaves Lansdown (HL). Val Cipriani covers the proposed takeover and what it means for those who use the platform. Julian Hofmann also unpacks the company’s results and the impact on sh…

1
187: TWINPETESINVESTING PODCAST 134: Could this stock become a future 1000% winner, Animalcare Group, Genus, Hikma Pharma, Exelixis, Venture Life Group, POLR Healthcare Opportunities Fund, Invesco Healthcare ... 1:35:17

2M ago1:35:17

1:35:17

The topics, stocks and shares mentions / discussed include: Could this stock become a future 1000% winner Animalcare Group / ANCR Genus / GNS Hikma Pharma / HIK Exelixis / EXEL Venture Life Group / VLG Polar Capital Healthcare Opportunities Fund Invesco S&P Smallcap Healthcare ETF Uniphar / UPR Novacyt / NCYT Deltic Energy / DELT Totally / TLY July…

1
Partner Content: With the UK elections behind us, who holds the power? 16:32

3M ago16:32

16:32

Who holds the power: the government or the market? In this episode of the ‘A Value View’ Podcast, portfolio manager Simon Gergel discusses the aftermath of the recent UK election, marked by a significant Labour victory. He explores the UK stock market response and highlights where opportunities are being found today. Listen in now to find out more …

1
Autonomous Vehicles, SaaS, and winning new customers with Guident's CEO Harald Braun 49:22

3M ago49:22

49:22

The UK Investor Magazine was thrilled to welcome Harald Braun to the podcast for a deep dive into the recent developments at autonomous vehicle safety company Guident. Tekcapital portfolio company Guident is a leader in innovative autonomous vehicle safety solutions utilising human-in-the-loop technology. As always, Harald provides deep insight int…

1
Google, Aviva, and financial services: The Companies and Markets Show 50:07

3M ago50:07

50:07

We begin with life insurer Just Group which raised its profit outlook after corporate pension deals boomed. Julian Hofmann unpacks the recent results and discusses whether the shares offer value and how the business might expand. Another insurer's results, Aviva (AV), follows. Mark Robinson and Julian talk about what the business is doing right and…

1
‘Buybacks are more interesting than dividends’: Charlotte Cuthbertson of Migo Opportunities 30:30

3M ago30:30

30:30

Dave Baxter is joined by one of the managers of Migo Opportunities Investment Trust, an unusual fund which exploits valuation anomalies and discounts in other investment trusts. Dave and Charlotte discuss where she looks for opportunities, interesting asset classes and the reason that share buybacks turn the trust’s head more than dividend increase…

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Ftse 100 Podcasts

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