Motor finance, the future of cities & Whitbread: The Companies and Markets Show
The FCA’s long-awaited motor finance redress scheme landed with a lower overall compensation figure than expected. Mark Robinson explores how Lloyds (LLOY) and Close Brothers (CBG) have responded, why both plan to challenge the proposals, and whether the scheme risks turning into another PPI-style saga.Our Big Read is next. The future of cities is shifting as travel and office attendance continue to climb back slowly. Michael Fahy, author of the feature, looks at the steady uptick in London office occupancy, trends between the UK and US markets, and how Reits are reshaping portfolios.Last up, Whitbread (WTB) reported results slightly ahead of estimates, yet shares fell amid rising costs and lease charges. Erin Withey analyses how the Premier Inn owner continues to gain UK market share in a slower economy, and how its accelerated growth plan could unlock long-term value.Timestamps 1:15 Motor finance12:15 The future of cities23:08 WhitbredRead the stories mentioned in the show:Banking shares rise on lower-than-expected motor finance costsMega-cities need to grow – here’s how investors can take advantageWhitbread hit by planned UK restaurant closures and softer demand Hosted on Acast. See acast.com/privacy for more information.
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The US is not the only game in town: Maggie Fanari of RIT Capital
RIT Capital Partners is one of the UK’s largest investment trusts with over £4bn in assets under management. Maggie Fanari joined its investment manager, J. Rothschild Capital Management, as CEO in 2024. Her goal is to compound growth for investors without the risk that equity markets carry. In the episode, Dan Jones and Fanari discuss the structure of the trust, which is split between private assets, listed equities and ‘uncorrelated’ assets, and the trust’s thus-far unsuccessful attempts to narrow the discount on which it trades. Fanari also shares the qualities she looks for when seeking out private assets (one recent addition being Elon Musk’s SpaceX) as well as the recent changes to the trust’s portfolio and her take on the AI market. Timestamps 00:45 The structure of the trust 02:53 The discount 10:23 RIT’s dividend11:26 Private assets18:19 Recent asset allocation changes 22:22 Discerene 25:42 US tech32:42 European markets34:11 Asia34:52 UK equities 35:41 AI37:38 Overall investment picture Hosted on Acast. See acast.com/privacy for more information.
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Bitcoin’s new boost, Volution, CVS: Companies and Markets Show
British business Volution (FAN) provides ventilation and air systems, and its shares have increased by a fifth thanks to the acquisition of an Australian business Fantech. Michael Fahy unpacks how investors reacted to the latest results, what is driving demand, and its broad geographical spread. The CMA investigation into the veterinary market is still ongoing, and CVS (CVS) has paused its UK acquisition programme while it ticks on. Julian Hofmann examines the company’s results, its strategies for maintaining business growth, and its current valuation. Last up, Alex Newman delves into the world of bitcoin, the topic of this week’s Big Read. From the FCA’s reversal on DIY investors buying and selling crypto exchange traded notes (ETNs), to the eligibility in Isas and Sipps, listen to find out everything you need to know about bitcoin buying.Timestamps 01:14 Volution07:17 CVS15:49 BitcoinCVS pivots to Australia as UK expansion stalls amid CMA probeThere’s a new way to buy bitcoin – but is it safe? Hosted on Acast. See acast.com/privacy for more information.
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How to pass on wealth, AstraZeneca & Ceres: The Companies and Markets Show
This week, the American FDA announced it’s set to review a new breast cancer drug, Enhertu, developed by AstraZeneca (AZN) and its Japanese partner, Daiichi Sankyo. Julian Hofmann and Dan Jones unpack what this did to Astra’s shares, the wider issues facing pharmaceutical companies, plus an update on GSK’s (GSK) newest CEO.Next, our Big Read on the ways to effectively pass on your wealth. In the UK, estimates suggest up to £7tn could be transferred from older to younger generations over the next 30 years. Val Cipriani, author of the piece, explains what the “Great Wealth Transfer” means for investors, the trade-off gifters need to consider, and more. Last up, results from Ceres Power (CWR) came in lower than expected. Mark Robinson unpacks the reasons behind it, German shareholder Bosch’s departure, and where the valuation stands.Timestamps1:23 AstraZeneca14:53 Passing on wealth 27:40 Ceres PowerRead more on these topics:A pharma giant with star quality How to pass on wealth to your childrenCeres Power cuts revenue guidance for 2025 Hosted on Acast. See acast.com/privacy for more information.
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38:27
Trustpilot, the North Sea & Goodwin: The Companies and Markets Show
We begin with Trustpilot’s (TRST) results. Mark Robinson and Dan delve into what has gone right and wrong for the company, its durability in an age of AI, and our take on its use of buybacks.Alex Hamer then covers the North Sea Energy Profits Levy. From the effect current policies are having on production to the companies that see opportunity in the region, Alex covers all that investors need to know.Last up, Goodwin (GDWN), the 140-year-old Stoke-based engineering and manufacturing company. Alex Newman touches on the history of the business, its most recent trading update and if its years of investment are finally paying off.Timestamps 1:31 Trustpilot13:34 North Sea27:21 GoodwinRead the stories mentioned in the show: Trustpilot grows revenue as AI boosts its subscription modelNorth Sea oil stocks bet on government U-turnGoodwin: A 143-year-old firm flying under the radarMeeting M&G’s CEO: Lee and the IC Hosted on Acast. See acast.com/privacy for more information.
Looking to stay informed in the world of investing? Investors' Chronicle dives into the key trends shaping today’s markets and unpacks what they mean for your investments. Featuring exclusive interviews with professional investors - whether fund managers or leading financial experts - our mission is to help you make smarter investment decisions.Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
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