2077: The Exchange with Judith Mackenzie of Downing

In this investing masterclass, accomplished UK fund manager Judith MacKenzie of Downing - kindly takes me through her view of the markets and latest thoughts on 18 companies.00:00 What type of stocks Downing prefers, prospects for smallcaps and rebooting AIM.09:30 Cohort11:20 Avingtrans15:10 Inspecs17:40 Flowtech Fluidpower21:00 Ashtead Technology23:45 Liquidity in stocks with mrkcaps of <£50m26:20 Springfield Properties29:55 The Property Franchise Group34:15 Passive vs Active fund management38:15 Eagle Eye44:20 hVIVO49:15 Tracsis52:50 1Spatial56:10 Ramsdens and H&T (58:50)59:00 Hargreaves Services61:35 Frenkel Topping65:15 Kitwave Wholesale67:40 Most macro attuned stock idea for the road ahead. Synectics (NOT recommendation)