Investors' Chronicle

• 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.

  --------  

  38:27

  --------

  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.

  --------  

  42:00

  --------

  42:00
• Meeting M&G’s CEO: Lee and the IC

  Reuniting after the summer, Lord Lee and Alex Newman sit down in the M&G offices with Andrea Rossi, CEO since 2022. In the episode, the trio unpack what drew Rossi to take on the role, the challenges of balancing £350bn of assets, and how the affiliate deal with the Japanese life insurer Dai Ichi could transform the company, and more. Alex and Lord Lee wrap up in usual fashion with an update on Lord Lee’s portfolio, including a relatively unknown family-run Plc that’s crucial to the UK’s submarine programme.If you have any questions or any suggestions for future guests, email [email protected] 1:09 Rossi’s impression of the business prior to joining2:18 Why Rossi did not want to break up the group4:13 What Rossi sees in private markets 7:58 The challenge of valuing a business such as M&G14:36 Would private ownership be a better fit?16:02 The Dai Ichi deal17:43 Managing £350bn of assets20:38 Replicating deals elsewhere in the world21:22 Working in the Gulf23:17 How Rossi allocates capital26:12 Will M&G move into the ETF world 27:32 How optimistic is Rossi on M&G29:31 Lord Lee’s portfolio Hosted on Acast. See acast.com/privacy for more information.

  --------  

  38:10

  --------

  38:10
• Top 50 Funds, GSK & Mondi: The Companies and Markets Show

  We start with last week’s Big Read, our annual Top 50 Funds. Dave Baxter shares his thoughts on compiling the list, its structure and the changes made to this year's edition. GSK (GSK), a company featured in our latest Special Report this week, Income Majors, is next. Its dividend level is not as high as it has been, but it is expected to tick up. Julian Hofmann unpacks its valuation, the possible buybacks on the table, what it's doing to boost sales and more.Last up, it’s Mondi (MNDI), the packaging and paper company, which has had a tough year. Valeria Martinez covers the reasons, what it's doing during the slump it's experiencing and when investors can expect a recovery.Timestamps 1:30 Top 50 Funds14:13 GSK26:17 MondiRead stories mentioned in the show:IC Top 50 Funds: the best ones to buyIncome Majors 2025: How the UK’s biggest dividend payers are faring Hosted on Acast. See acast.com/privacy for more information.

  --------  

  33:49

  --------

  33:49
• Anglo Teck deal, Property Franchise Group & Wickes: The Companies and Markets Show

  We begin with the £42bn mega-merger between Anglo American and Teck Resources. Commodities expert Alex Hamer lays out what the deal is, the strengths Anglo will gain from it, and its investment case moving forward. It’s then on to Aim-traded Property Franchise Group with Mark Robinson. The recent results show momentum is strong, with many of its divisions performing well. Mark and Dan take a look at its valuation case against the market backdrop. DIY chain Wickes has demonstrated resilience in the face of a relatively flat home improvement market. Erin Withey shares where the company is taking market share and why the market didn’t react much to its interim results. Timestamps1:16 Anglo American - Tech Resources Merger17:45 Property Franchise Group29:34 Wickes Hosted on Acast. See acast.com/privacy for more information.

  --------  

  39:16

  --------

  39:16

Mais podcasts de Negócios

Podcasts em tendência em Negócios

Sobre Investors' Chronicle

Investors' Chronicle: Podcast do grupo