Construction stocks, XPS & medtech: The Companies and Markets Show

The show starts unpacking the latest results from equipment hire company Ashtead (AHT). Mark Robinson analyses the outlook for US construction spending, the company’s sensitivity to tariffs and its valuation. It’s then on to Ashtead’s smaller rival Speedy Hire (SDY), which is closing some of its depots due to rising staff costs. Listen to find out everything investors need to know. Next up is one of the IC's Ideas of the Year, which are putting in a strong performance again in 2025. Pensions consultancy XPS Pensions (XPS) reported full-year figures earlier this week – Julian Hofmann asks if its booming business can continue.Lastly, our Big Read on the medical technology sector. Mark Robinson covers the issues facing the industry, the options for investors and a potential tariff winner.Timestamps 1:50 Ashtead9:20 Speedy Hire18:29 XPS Pensions27:36 MedtechRead more on these topics:Ashtead stymied by falling used equipment salesSpeedy Hire attempts to boost efficiencies as HMRC loads costsThe cutting-edge medtech stocks worth owningListen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTubeInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.