In the latest episode of the podcast, the Sharesify team talk markets, tech and the retirement of a trusts sector titan.
Our tech guru Steven explains why Q2 results from Alphabet (NASDAQ:GOOG) delivered one of the clearest signals yet that its AI investment programme is translating into growth. He also talks about the turnaround at Intel (NASDAQ:INTC), whose quarterly profits comfortably beat forecasts.
James discusses the impending retirement of investment trusts legend James Henderson from Law Debenture (LON:LWDB) and Lowland Investment Company (LON:LWI).
Henderson will be sorely missed at Law Debenture. Since taking on lead manager responsibilities in 2003, he has overseen a NAV total return of 1288%. That is more than double the FTSE All Share’s haul. Thankfully, there’s a well-managed succession in place with Laura Foll set to become lead manager on both funds.
Ian analyses the latest updates from construction and fit-out group Morgan Sindall (LON:MGNS) and custom electronics maker DiscoverIE (LON:DSCV). And the chaps preview another busy week for earnings with Apple (NASDAQ:AAPL), Unilever (LON:ULVR) and Barclays (LON:BARC) prepping their results.
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