Show Notes
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.
While Aim has had its share of issues in recent years, there are still plenty of stocks worth investors’ attention. The episode kicks off with one business that has had some problems of its own, including US budget cuts: equipment maker Judges Scientific. Julian Hofmann weighs up whether it can make a comeback.
We also dig into rare earths business Mkango Magnetic Materials, which combines exploration and recycling projects and has several global ventures to keep tabs on. Mark Robinson explains what’s going on with the company.
For those who are more risk-averse or looking to add a bit of balance to their holdings, we examine the state of play for wealth-preservation trusts: the trio of funds that often act as countercyclical portfolio picks. Holly McKechnie has the details on Ruffer, Personal Assets and Capital Gearing.
Timestamps: 00:00 Intro 01:11 Judges Scientific 10:59 'Safe' funds 20:06 Mkango Magnetic Materials
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
This week, we return to our ultimate guide to Britain’s junior market, as we mark the release of Part Two of our Aim 100 Special Report.
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 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.