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The Vox Markets Podcast
1975: The Exchange with James Taylor of M&G
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In this investing masterclass, accomplished UK small/midcap fund manager James Taylor of M& walks me through his view of the markets and latest thoughts on 14 stock ideas, including:
00:00 Approach to investing & outlook for equities
06:25
Hill & Smith
10:40
Victrex
15:45
Essentra
& takeover premiums
20:40
XP Power
23:40
Alfa Financial
28:30
Accesso Technology
35:25
Trufin
40:35
Hunting
45:45
Lancashire Holdings
51:25
Quilter
58:00
Oxford Biomedica
64:10
Premier Foods
67:40
Volution
72:20 Thoughts on UK banking sector
74:25
Chemring
78:50 Favourite investing idea for 2025
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