In this interview, Sid Lall, Manager OF Marlborough Multi Cap Income takes Vox Markets through his outlook for equities alongside highlighting 18 stock ideas.
00:00 Macro backdrop.
03:05 UK housebuilders & Vistry
06:05 Paragon Banking
10:50 REITs Big Yellow & Safestore
13:50 Wincanton & monitoring debt levels
17:30 Chesnara
21:05 What M&A & IPO activity tells investors
23:20 3i Group & 3i Infrastructure
26:25 Intermediate Capital Group
28:35 Diversified Energy
31:40 Kenmare Resources
34:25 Ecora Resources
38:15 How to assess share buybacks
40:05 Morgan Sindall & Galliford Try
43:50 Macfarlane
47:20 Pets at Home.
51:15 Bloomsbury Publishing
53:50 Wilmington
55:05 Things for investors to avoid doing
Vox Markets Fund Manager Series: Sid Lall, manager of the Marlborough Multi Cap Income Fund
Nov 2, 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.