Show Notes
It’s another week and another break-up of a FTSE 100 business. This time it’s the turn of Associated British Foods, which has announced plans to spin off Primark into a separate entity. Erin Withey discusses the demerger and explains why management of both businesses will also have their hands full dealing with a range of issues arising from the Iran War and elsewhere.
After that, we delve into investment ideas in robotics, our Big Read of the week. The word robot has been around for a century, and the tech has been present in factories for over 60 years, but could the current age herald a step change in uses of the technology, and more widespread adoption than ever before? Mark Robinson reports.
To finish, we consider US equity funds. With the Magnificent Seven – or certain members of the group – struggling this year, is it time to look at a different set of active managers to gain exposure to US shares? Val Cipriani outlines some potential options.
Timestamps
00:00 Intro 01:12 Primark spin-off 12:14 Robotics 27:33 US equity funds
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