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In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 18 companies.

00:00 Outlook for UK mid/smallcaps
03:15 Auction Technology Group 
09:15 Kitwave 
11:20 Oxford Biomedica 
14:55 1Spatial 
16:55 Activeops 
20:10 Eleco  & possible impact of agentic AI on software stocks
24:25 Microlise 
28:55 Trainline 
33:35 Chemring 
36:40 Trustpilot 
41:50 Serabi Gold 
47:20 Yougov 
50:50 GlobalData 
54:00 Avingtrans 
58:10 XP Power 
60:55 Victrex 
63:50 LSL Property Services 
66:50 Norcros 
69:30 Favourite stock ideas (not recommendations) for next 12-24 months: Activeops  and Auction Technology Group