Vox Markets Fund Manager Series: Alexandra Jackson of Rathbones
Episode 1699, Nov 07, 2023, 02:57 PM
(Watch the video interview)
In this discussion, 1st class fund manager Alexandra Jackson of Rathbones takes Vox Markets through her thoughts on the markets alongside highlighting 19 stock ideas.
00:00 Equity and M&A outlook
06:30 Halma #HLMA
11:00 Rotork #ROR
13:50 Treatt #TET
17:50 Dowlais #DWL
21:10 AB Dynamics #ADBP
24:50 Melrose Industries #MRO
28:05 Specialist travel retailers: WH Smith #SMWH & SSP #SSPG
33:15 Greggs #GRGS
36:10 Tesco #TSCO
40:00 Future #FUTR
43:35 Fevertree #FEVR
46:50 GB Group #GBG
50:35 Softcat #SCT
53:20 Kainos #KNOS
56:10 Keywords Studios #KWS
59:05 Advanced Medical Solutions #AMS
01:03:05 Rightmove #RMV
01:07:10 Grainger #GRI
01:11:50 Things to avoid
In this discussion, 1st class fund manager Alexandra Jackson of Rathbones takes Vox Markets through her thoughts on the markets alongside highlighting 19 stock ideas.
00:00 Equity and M&A outlook
06:30 Halma #HLMA
11:00 Rotork #ROR
13:50 Treatt #TET
17:50 Dowlais #DWL
21:10 AB Dynamics #ADBP
24:50 Melrose Industries #MRO
28:05 Specialist travel retailers: WH Smith #SMWH & SSP #SSPG
33:15 Greggs #GRGS
36:10 Tesco #TSCO
40:00 Future #FUTR
43:35 Fevertree #FEVR
46:50 GB Group #GBG
50:35 Softcat #SCT
53:20 Kainos #KNOS
56:10 Keywords Studios #KWS
59:05 Advanced Medical Solutions #AMS
01:03:05 Rightmove #RMV
01:07:10 Grainger #GRI
01:11:50 Things to avoid