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How the Budget impacts companies, Auto Trader & the US election: The Companies and Markets Show
Manage episode 449391264 series 3614386
Auto Trader’s (AUTO) recent results were not well received. A slowdown in vehicle production and its position within a tight market is squeezing growth prospects. Our experts dive into what it means for investors.
It’s then on to the impact of the Budget. The panel unpacks what sectors will be most affected by the changes, and the potential cost-saving measures companies can take to mitigate rising NI contributions.
Last up, bond yields. Both the Budget and the US election will alter the fiscal outlook and our team look at who the winners and losers will be.
Dan Jones is joined by Mark Robinson, Alex Newman, Julian Hofmann and Hermione Taylor.
Editing by Madi Apthorpe
Timestamps
1:23 Auto Trader
13:25 The Budget
21:03 Bonds
Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial
*After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only.
Hosted on Acast. See acast.com/privacy for more information.
1053 episoder
Manage episode 449391264 series 3614386
Auto Trader’s (AUTO) recent results were not well received. A slowdown in vehicle production and its position within a tight market is squeezing growth prospects. Our experts dive into what it means for investors.
It’s then on to the impact of the Budget. The panel unpacks what sectors will be most affected by the changes, and the potential cost-saving measures companies can take to mitigate rising NI contributions.
Last up, bond yields. Both the Budget and the US election will alter the fiscal outlook and our team look at who the winners and losers will be.
Dan Jones is joined by Mark Robinson, Alex Newman, Julian Hofmann and Hermione Taylor.
Editing by Madi Apthorpe
Timestamps
1:23 Auto Trader
13:25 The Budget
21:03 Bonds
Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial
*After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only.
Hosted on Acast. See acast.com/privacy for more information.
1053 episoder
Alla avsnitt
×1 Predicting the market, US banks & biotech: The Companies and Markets Show 36:02
1 ‘Trusts need to do better’: Boaz Weinstein of Saba Capital 30:28
1 Small-cap income stocks & Games Workshop: The Companies and Markets Show 34:38
1 ‘I’m optimistic about stocks in 2025’: Lee and the IC 31:41
1 Yields, risk management and retailers: The Companies and Markets Show 34:43
1 Activist investing, Hollywood Bowl & US markets: The Companies and Markets Show 29:23
1 Small-cap expert Simon Thompson’s 2024 review: IC Interviews 36:46
1 Investment psychology lessons & Ashtead: The Companies and Markets Show 33:09
1 Partner Content: Anatomy of a great company 17:16
1 North Sea winners, airline stocks & shareholder democracy: The Companies and Markets Show 33:06
1 ‘You don’t have to love Europe to own its stocks’: Stefan Gries of BlackRock Greater Europe 46:16
1 Quality US stocks, Sage and Grainger: The Companies and Markets Show 24:56
1 Investment Trust Special, Burberry & Croda: The Companies and Markets Show 39:29
1 What the Budget and Trump’s win means for investors: Lee and the IC 29:23
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