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
11:00Rotork
13:50 Treatt
17:50 Dowlais
21:10 AB Dynamics
24:50 Melrose Industries
28:05 Specialist travel retailers: WH Smith & SSP
33:15 Greggs
36:10 Tesco
40:00Future
43:35 Fevertree
46:50 GB Group
50:35 Softcat
53:25 Kainos
56:15 Keywords Studios
59:10 Advanced Medical Solutions
63:10 Rightmove
67:15 Grainger
71:50 Things to avoid
Vox Markets Fund Manager Series: Alexandra Jackson of Rathbones
Nov 7, 2023Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.