In our latest podcast, Steven, Ian and James discuss UK inflation data, global fund manager sentiment and upcoming results from Nvidia (NVDA).
Our markets watcher Ian warns inflation hasn’t gone away and explains why global fund managers are ‘all in’ on equities according to a recent survey. He also discusses the latest positive update from engineering and distribution group Diploma (DPLM).
James walks us through the latest consumer news. He tells us why Marks & Spencer (MKS) has moved from recovery phase to growth. He also rounds up results from pork-to-poultry processor Cranswick (CWK), electricals retailer Currys (CURY) and boot brand Dr Martens (DOCS).
Steven tells us why this week’s Podcast special with Smithson Equity Fund (BLBNK48) is a must-watch and previews results from enterprise software firm Sage (SGE).
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