1975: The Exchange with James Taylor of M&G

from The Vox Markets Podcast · host Vox Markets Podcast

Watch on YouTubeIn 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 equities06:25 Hill & Smith10:40 Victrex15:45 Essentra & takeover premiums20:40 XP Power23:40 Alfa Financial28:30 Accesso Technology35:25 Trufin40:35 Hunting45:45 Lancashire Holdings51:25 Quilter58:00 Oxford Biomedica64:10 Premier Foods67:40 Volution72:20 Thoughts on UK banking sector74:25 Chemring78:50 Favourite investing idea for 2025

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This episode is 1 hour and 20 minutes long.

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This episode was published on October 28, 2024.

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