Show Notes
This week, we begin proceedings with a look at the contrasting fortunes of two UK wealth managers: Aim-traded Tatton Asset Management (TAM) continues to reap rewards from its dominance of the model portfolio market. But its older rival, Rathbones (RAT), ran into trouble this week when it announced it would temporarily stop accepting investments from some higher-risk clients following a review by the regulator. Chris Akers is with us to shed some light on both situations.
After that we look at online retailer AO World (AO.), which continues to make a better fist than it once did of operating in an environment of shaky consumer confidence. Erin Withey will talk about the company’s growth strategy and its plans to return money to shareholders.
Lastly we turn to Castings (CGS), the 190-year old foundry operator that sells into the HGV market. Mark Robinson is here to analyse its recent results and to consider whether this is a turnaround situation.
Timestamps 00:00 Intro 01:03 Wealth Managers 09:47 AO World 20:22 Castings
Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
More from Investors' Chronicle
Third-quarter earnings season (Q3) is under way and it’s taking place amid some renewed wobbles for AI and chip stocks.
This week’s episode marks the publication of the first half of our annual Aim 100 special report – our review of the biggest companies trading on London’s junior market.
This week’s episode begins by looking into Labour’s new ‘Your First Home’ scheme, a replacement for the controversial Help to Buy programme. Announced by Prime Minister Andy Burnham, it is designed to give more people a chance of buying their first property. But what does it actually entail? And will it succeed, or will it just prop up the housing market and housebuilders like its predecessor? Hugh Moorhead discusses the potential beneficiaries.
Lord John Lee and Alex Newman are back on the mics to get into the nitty-gritty of small-cap stocks, looking at software provider Pebble Beach Systems (PEB).
This week’s episode kicks off with the latest batch of London-listed AI players. Up first are the IT resellers who are reaping the rewards of the boom; we discuss Computacenter and Softcat, the latter of which tapped investors for several hundred million pounds last week.