The Exchange with Alexandra Jackson of Rathbones
Episode 2062 · Mar 17, 2025, 12:19 PM
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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
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