Episode 2095
2095: The Exchange with James Taylor of M&G
The Vox Markets Podcast · Vox Markets Podcast
May 12, 20251h 10m
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Show Notes
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In this fascinating interview, accomplished UK small/midcap fund manager James Taylor of M&G takes me through the below 17 stock ideas.
00:00 Outlook for UK small/midcaps and M&A activity
03:45 Avon Protection
06:35 Senior
10:20 Victrex
14:30 Premier Foods
18:40 Currys
22:00 Dominos Pizza
25:30 Watches of Switzerland
31:20 Keller
34:15 Marshalls
38:15 Serica Energy
43:50 Hunting
47:45 M&C Saatchi
52:10 Savills
55:00 Everplay
58:50 Oxford Nanopore Technologies
1:03:35 Wilmington
1:06:25 Favourite stock idea - DFS Furniture
In this fascinating interview, accomplished UK small/midcap fund manager James Taylor of M&G takes me through the below 17 stock ideas.
00:00 Outlook for UK small/midcaps and M&A activity
03:45 Avon Protection
06:35 Senior
10:20 Victrex
14:30 Premier Foods
18:40 Currys
22:00 Dominos Pizza
25:30 Watches of Switzerland
31:20 Keller
34:15 Marshalls
38:15 Serica Energy
43:50 Hunting
47:45 M&C Saatchi
52:10 Savills
55:00 Everplay
58:50 Oxford Nanopore Technologies
1:03:35 Wilmington
1:06:25 Favourite stock idea - DFS Furniture