Listen

Description


Watch on YouTube



In this investing masterclass, accomplished fund manager Alexandra Jackson of Rathbones takes me through her view of the markets and latest thoughts on 20 stocks, including:



00:00 Equity outlook

03:50 Chemring

10:10 Treatt

14:40 Fevertree & Diageo

19:45 Breedon, UK brick makers & Brickability

24:25 SigmaRoc

27:10 Takeover bid for Bakkavor by Greencore

29:40 Cranswick

32:35 Everplay (formerly Team17)

37:40 Grainger

43:35 Warehouse REIT

44:05 Volution

47:50 AB Dynamics

51:30 Kainos

56:55 Raspberry Pi

64:15 GB Group

69:40 Rotork

73:45 Oxford Instruments

79:20 Two favourite ideas for 2025. #RPI & Boku