2142: The Exchange with Paul Hill & Nick Hawthorn

from The Vox Markets Podcast · host Vox Markets Podcast

In this investing masterclass, accomplished UK fund manager Nick Hawthorn of Downing walks me through his view of the markets and latest thoughts on 11 stocks:00:00 Equity outlook & stock selection process.06:55 How to deal with the occasional major portfolio shock08:00 Inspecs15:15 Kitwave21:35 Cohort28:15 SigmaRoc32:20 Avingtrans37:55 Ashtead Technology41:50 What happens when AIM stocks move to the main market (re forced sellers)?46:00 Brave Bison51:55 1Spatial55:45 Tracsis58:15 Eagle Eye61:10 Favourite stock idea for next 1-2 years. Volex

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This episode is 1 hour and 8 minutes long.

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This episode was published on July 14, 2025.

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