• 2062: The Exchange with Alexandra Jackson of Rathbones

  • 2025/03/17
  • 再生時間: 1 時間 22 分
  • ポッドキャスト

2062: The Exchange with Alexandra Jackson of Rathbones

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  • Watch on YouTube

    In this investing masterclass, accomplished fund manager Alexandra Jackson of Rathbones takes me through her view of the markets and latest thoughts on 20 stocks, including:

    00:00 Equity outlook
    03:50 Chemring
    10:10 Treatt
    14:40 Fevertree & Diageo
    19:45 Breedon, UK brick makers & Brickability
    24:25 SigmaRoc
    27:10 Takeover bid for Bakkavor by Greencore
    29:40 Cranswick
    32:35 Everplay (formerly Team17)
    37:40 Grainger
    43:35 Warehouse REIT
    44:05 Volution
    47:50 AB Dynamics
    51:30 Kainos
    56:55 Raspberry Pi
    64:15 GB Group
    69:40 Rotork
    73:45 Oxford Instruments
    79:20 Two favourite ideas for 2025. #RPI & Boku
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あらすじ・解説

Watch on YouTube

In this investing masterclass, accomplished fund manager Alexandra Jackson of Rathbones takes me through her view of the markets and latest thoughts on 20 stocks, including:

00:00 Equity outlook
03:50 Chemring
10:10 Treatt
14:40 Fevertree & Diageo
19:45 Breedon, UK brick makers & Brickability
24:25 SigmaRoc
27:10 Takeover bid for Bakkavor by Greencore
29:40 Cranswick
32:35 Everplay (formerly Team17)
37:40 Grainger
43:35 Warehouse REIT
44:05 Volution
47:50 AB Dynamics
51:30 Kainos
56:55 Raspberry Pi
64:15 GB Group
69:40 Rotork
73:45 Oxford Instruments
79:20 Two favourite ideas for 2025. #RPI & Boku

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