EPISODE · Aug 17, 2026 · 1H 32M
2470: The Exchange with Nick Hawthorn of Downing
from The Vox Markets Podcast · host Vox Markets Podcast
In this investing masterclass, accomplished UK fund manager Nick Hawthorn of Downing takes me through his view of the markets and latest thoughts on 15 stocks:00:00 Equity outlook & consumer stocks05:00 Gym Group11:40 Avingtrans20:35 Volex26:40 Eagle Eye29:40 Tracsis34:10 Fonix40:15 AB Dynamics48:55 Yougov58:50 Restore1:02:05 Cohort1:06:20 SRT Marine1:12:00 AEP Plantations1:18:20 James Latham1:21:40 Springfield Properties1:24:10 Optima Health1:30:05 Favourite stock ideas for next 12 months. Volex & Yougov#GYM #AVG #VLX #EYE #TRCS #FNX #ABDP #YOU #RST #CHRT #SRT #AEP #LTHM #SPR #OPT
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2470: The Exchange with Nick Hawthorn of Downing
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