Episode 2084
2084: The Exchange with James Thorne of Columbia Threadneedle
The Vox Markets Podcast · Vox Markets Podcast
April 28, 20251h 3m
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Show Notes
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In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 17 companies.
00:00 Outlook for UK mid/smallcaps
03:45 Chemring
07:25 Avingtrans
10:30 Inspecs
12:50 Oxford Instruments
16:20 Paypoint
19:10 Trainline
21:55 Auction Technologies
25:05 Tekmar
27:15 Crest Nicholson
32:10 Eleco
34:55 Activeops
38:25 Yougov
41:05 Microlise
45:05 Oxford Biomedica
51:00 Everplay
54:20 Bridgepoint
60:15 Favourite stock idea for the year ahead - IG Group (NOT a recommendation)
In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 17 companies.
00:00 Outlook for UK mid/smallcaps
03:45 Chemring
07:25 Avingtrans
10:30 Inspecs
12:50 Oxford Instruments
16:20 Paypoint
19:10 Trainline
21:55 Auction Technologies
25:05 Tekmar
27:15 Crest Nicholson
32:10 Eleco
34:55 Activeops
38:25 Yougov
41:05 Microlise
45:05 Oxford Biomedica
51:00 Everplay
54:20 Bridgepoint
60:15 Favourite stock idea for the year ahead - IG Group (NOT a recommendation)