After a summer hiatus, Alex Newman and Lord Lee are back in the studio, and the duo have a lot to catch up on. The UK has seen a change of prime minister, record-breaking heat and plenty of action in stock markets.
First, the pair turn to Britain’s new government. While Andy Burnham and John Healey have revealed very little about their fiscal plans, Lord Lee gives his thoughts, including how to encourage the country’s sleepy retail investor base.
The episode then moves to listener questions, John’s approach to stockpicking and the latest buys, sells and changes in his own portfolio. Highlights include Primary Health Properties’ lofty yield and why he believes investing is an “art rather than a science”.
Timestamps
00:00 Intro
01:08 Lord Lee's thoughts on Burnham's Britain
10:18 A look into John's portfolio: Buys and sells
21:09 Jet2, PZ Cussons, Christie Group and more
33:26 Goodwin, income stocks and takeover opportunities
Let us know your thoughts, or if you have any questions or any suggestions for future guests, by emailing alex.newman@ft.com
Listen to more podcasts from Investors’ Chronicle by clicking here or heading to Apple, Spotify and YouTube
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
