Episode 1975
1975: The Exchange with James Taylor of M&G
The Vox Markets Podcast · Vox Markets Podcast
October 28, 20241h 20m
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Show Notes
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In this investing masterclass, accomplished UK small/midcap fund manager James Taylor of M& walks me through his view of the markets and latest thoughts on 14 stock ideas, including:
00:00 Approach to investing & outlook for equities
06:25 Hill & Smith
10:40 Victrex
15:45 Essentra & takeover premiums
20:40 XP Power
23:40 Alfa Financial
28:30 Accesso Technology
35:25 Trufin
40:35 Hunting
45:45 Lancashire Holdings
51:25 Quilter
58:00 Oxford Biomedica
64:10 Premier Foods
67:40 Volution
72:20 Thoughts on UK banking sector
74:25 Chemring
78:50 Favourite investing idea for 2025
In this investing masterclass, accomplished UK small/midcap fund manager James Taylor of M& walks me through his view of the markets and latest thoughts on 14 stock ideas, including:
00:00 Approach to investing & outlook for equities
06:25 Hill & Smith
10:40 Victrex
15:45 Essentra & takeover premiums
20:40 XP Power
23:40 Alfa Financial
28:30 Accesso Technology
35:25 Trufin
40:35 Hunting
45:45 Lancashire Holdings
51:25 Quilter
58:00 Oxford Biomedica
64:10 Premier Foods
67:40 Volution
72:20 Thoughts on UK banking sector
74:25 Chemring
78:50 Favourite investing idea for 2025