Πηγαίνετε εκτός σύνδεσης με την εφαρμογή Player FM !
The Companies and Markets Show: Volution, investment trust discounts & the bond yield spike
Manage episode 378972668 series 124416
On today’s episode, we start with a look at the latest full-year results from underappreciated ventilation equipment group Volution, which has been under the cosh somewhat this summer. Michael Fahy, who covered the company's results for the Investors' Chronicle this week, talks about the growth drivers for the business. Is the price reaction confirmation that the shares' summer slump was unjustified?
Next up is this week's cover story by Val Cipriani, on those persistent investment trust discounts – what are the drivers of this, and what can be done? Will it take specific catalysts to close these discounts, or are we just waiting for better macro conditions? And, importantly, are there bargains to be found for investors?
Lastly, the big issue in markets over the past month – the renewed spike in bond yields in the US. Alex Newman discusses the catalysts, and what it all may mean for shares over the months ahead.
Hosted on Acast. See acast.com/privacy for more information.
1002 επεισόδια
Manage episode 378972668 series 124416
On today’s episode, we start with a look at the latest full-year results from underappreciated ventilation equipment group Volution, which has been under the cosh somewhat this summer. Michael Fahy, who covered the company's results for the Investors' Chronicle this week, talks about the growth drivers for the business. Is the price reaction confirmation that the shares' summer slump was unjustified?
Next up is this week's cover story by Val Cipriani, on those persistent investment trust discounts – what are the drivers of this, and what can be done? Will it take specific catalysts to close these discounts, or are we just waiting for better macro conditions? And, importantly, are there bargains to be found for investors?
Lastly, the big issue in markets over the past month – the renewed spike in bond yields in the US. Alex Newman discusses the catalysts, and what it all may mean for shares over the months ahead.
Hosted on Acast. See acast.com/privacy for more information.
1002 επεισόδια
Όλα τα επεισόδια
×Καλώς ήλθατε στο Player FM!
Το FM Player σαρώνει τον ιστό για podcasts υψηλής ποιότητας για να απολαύσετε αυτή τη στιγμή. Είναι η καλύτερη εφαρμογή podcast και λειτουργεί σε Android, iPhone και στον ιστό. Εγγραφή για συγχρονισμό συνδρομών σε όλες τις συσκευές.