1699: Vox Markets Fund Manager Series: Alexandra Jackson of Rathbones
Update: 2023-11-07
Description
(Watch the video interview)
In this discussion, 1st class fund manager Alexandra Jackson of Rathbones takes Vox Markets through her thoughts on the markets alongside highlighting 19 stock ideas.
00:00 Equity and M&A outlook
06:30 Halma #HLMA
11:00 Rotork #ROR
13:50 Treatt #TET
17:50 Dowlais #DWL
21:10 AB Dynamics #ADBP
24:50 Melrose Industries #MRO
28:05 Specialist travel retailers: WH Smith #SMWH & SSP #SSPG
33:15 Greggs #GRGS
36:10 Tesco #TSCO
40:00 Future #FUTR
43:35 Fevertree #FEVR
46:50 GB Group #GBG
50:35 Softcat #SCT
53:20 Kainos #KNOS
56:10 Keywords Studios #KWS
59:05 Advanced Medical Solutions #AMS
01:03:05 Rightmove #RMV
01:07:10 Grainger #GRI
01:11:50 Things to avoid
In this discussion, 1st class fund manager Alexandra Jackson of Rathbones takes Vox Markets through her thoughts on the markets alongside highlighting 19 stock ideas.
00:00 Equity and M&A outlook
06:30 Halma #HLMA
11:00 Rotork #ROR
13:50 Treatt #TET
17:50 Dowlais #DWL
21:10 AB Dynamics #ADBP
24:50 Melrose Industries #MRO
28:05 Specialist travel retailers: WH Smith #SMWH & SSP #SSPG
33:15 Greggs #GRGS
36:10 Tesco #TSCO
40:00 Future #FUTR
43:35 Fevertree #FEVR
46:50 GB Group #GBG
50:35 Softcat #SCT
53:20 Kainos #KNOS
56:10 Keywords Studios #KWS
59:05 Advanced Medical Solutions #AMS
01:03:05 Rightmove #RMV
01:07:10 Grainger #GRI
01:11:50 Things to avoid
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