Global trackers, Diploma & cobalt: Companies and Markets Show
Investors' Chronicle · Investors' Chronicle
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Show Notes
Diploma’s latest results proved that investors’ confidence in the company is justified. Valeria Martinez joins Dan Jones to unpack the case for the specialist manufacturer, and whether its valuation is becoming stretched.
Alex Newman, author of this week’s Big Read on global tracker funds, discusses the contradictions that exist in the popular products and what investors can do to overcome them.
We wrap up with Alex Hamer on why it might be the end of the road for the cobalt bull run, and China’s role in this shift.
Timestamps
1:28 Diploma
10:49 Global stock market trackers
25:58 Cobalt
More on these topics:
Diploma hits all-time high after raising guidance
Global trackers are broken – here’s how investors can fix them
Is it finally time for cobalt to make a comeback?
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