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Investment Trust Special, Burberry & Croda: The Companies and Markets Show

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Manage episode 450293852 series 124416
Indhold leveret af Investors' Chronicle. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Investors' Chronicle eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

British-based luxury fashion brand Burberry (BRBY) has had a hard time of late. Our team delve into what’s gone wrong over and question whether the low valuation is attractive enough for investors to take a gamble.


It’s then onto our Investment Trust Special. We explore what trusts are most vulnerable to consolidation and some that could be fruitful in the changing macroeconomic environment.


Last up, it’s specialist British chemical company Croda (CRDA). The latest update shows signs of life but two profit warnings over the past 18 months could hold back its growth. Julian Hofmann looks into the details.


Timestamps

1:31 Burberry

15:38 Investment trusts

27:48 Croda


Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial

*After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £1



Hosted on Acast. See acast.com/privacy for more information.

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1044 episoder

Artwork
iconDel
 
Manage episode 450293852 series 124416
Indhold leveret af Investors' Chronicle. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Investors' Chronicle eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

British-based luxury fashion brand Burberry (BRBY) has had a hard time of late. Our team delve into what’s gone wrong over and question whether the low valuation is attractive enough for investors to take a gamble.


It’s then onto our Investment Trust Special. We explore what trusts are most vulnerable to consolidation and some that could be fruitful in the changing macroeconomic environment.


Last up, it’s specialist British chemical company Croda (CRDA). The latest update shows signs of life but two profit warnings over the past 18 months could hold back its growth. Julian Hofmann looks into the details.


Timestamps

1:31 Burberry

15:38 Investment trusts

27:48 Croda


Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial

*After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £1



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

1044 episoder

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