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 In this week’s live Exchange, professional investor & ex-fund manager, Jamie Ward discussed his latest thoughts on the following:



00:00 Is the recent ‘tariff induced’ rally sustainable or a ‘dead cat bounce’?

02:10 Passive vs active funds

07:05 WISE

14:45 Burberry

19:25 JD Sports

22:15 Frasers

28:20 Vistry

32:00 RWS

36:00 Brave Bison

41:00 Roberts Walters

43:00 Focusrite

46:55 Camellia

51:05 Agronomics

55:10 Portfolio construction, stock concentration & risk management

60:40 DCC

64:00 SDI

66:15 Favourite stock for next 12 months. DCC