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The Exchange with James Taylor of M&G

12:06, 28th October 2024

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

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Disclaimer & Declaration of Interest

The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.

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