In this week’s episode, we turn to Britain’s recruitment stocks. Valeria Martinez looks at the impact of AI on hiring demand, which is hitting share prices, and also discusses the perennial question: is the new technology a concern or an opportunity?

Next, we cast our ears to Italian tech buyout specialist, and Baillie Gifford favourite, Bending Spoons, following its Nasdaq debut earlier this week. Val Cipriani dives into its growth strategy and what the IPO means for investors and the likes of Scottish Mortgage.

Lastly, Julian Hofmann looks at agricultural supplier Wynnstay (WYN), after it announced positive results despite headwinds for the farming sector. Julian explores how the company is navigating volatile fertiliser prices, cutting costs, and the reasons to be optimistic.

Timestamps

00:00 Introduction

04:20 AI vs the recruitment sector

15:12 Bending Spoons

25:03 Wynnstay results

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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.

This week, we begin with online grocer Ocado (OCDO) following reports of a CEO switch. Julian Hofmann dives into what a potential change at the top will mean for the FTSE 250 company that has struggled to deliver despite decades of investing in its technology.

Next, we turn to Liontrust Asset Management (LIO), where, despite another year of poor results, it reported an early completion for its acquisition of River Global. Christopher Akers explores the positive response to the news and whether M&A offers a road to recovery.

Lastly, we look at Telecom Plus (TEP), better known as Utilities Warehouse, after it slashed dividend payouts and cut forecasts. Julian is back to discuss the provider’s plans to kick-start customer growth and considers whether investors are right to have confidence in the turnaround.

Timestamps

00:00 Intro

06:33 Ocado

12:17 Liontrust Asset Management

20:08 Telecom Plus

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.

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.