Timestamps
What’s the future of Future, have we reached peak sausage roll & how easy it is to land a job at Kainos?
Find out the answers to these intriguing questions & many more in this conversation with fund manager Alexandra Jackson of Rathbones Group Plc – who also kindly takes me through her latest thoughts on the capital markets alongside highlighting 19 stock ideas.
00:00 Equity and M&A outlook
06:30 Halma plc
11:00 Rotork
13:50 Treatt
17:50 Dowlais Group plc
21:10 AB Dynamics
24:50 Melrose Plc
28:05 Specialist travel retailers: WHSmith & SSP Group plc
33:15 Greggs
36:10 Tesco
40:00 Future
43:35 Fever-Tree
46:50 GBG Plc
50:35 Softcat plc
53:25 Kainos
56:15 Keywords Studios
59:10 Advanced Medical Solutions
63:10 Rightmove
67:15 Grainger PLC
71:50 Things to avoid
Disclosure: I was paid by Vox markets to interview Rathbones
