EPISODE · Mar 17, 2025 · 1H 21M
2062: The Exchange with Alexandra Jackson of Rathbones
from The Vox Markets Podcast · host Vox Markets Podcast
Watch on YouTubeIn 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 outlook03:50 Chemring10:10 Treatt14:40 Fevertree & Diageo19:45 Breedon, UK brick makers & Brickability24:25 SigmaRoc27:10 Takeover bid for Bakkavor by Greencore29:40 Cranswick32:35 Everplay (formerly Team17)37:40 Grainger43:35 Warehouse REIT44:05 Volution47:50 AB Dynamics51:30 Kainos56:55 Raspberry Pi64:15 GB Group69:40 Rotork73:45 Oxford Instruments79:20 Two favourite ideas for 2025. #RPI & Boku
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2062: The Exchange with Alexandra Jackson of Rathbones
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