Young’s, conglomerates and the AI split: The Companies and Markets Show
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The latest IC Companies and Markets podcast kicks off with a look at two pubcos hoping to benefit from an upturn in the weather and a summer of sport. Christopher Akers joins the show to examine recent results from Young’s (YNGN) and Fuller, Smith & Turner (FSTA) and asks what the future has in store. Jennifer Johnson then discusses this week’s IC cover story, on company spin-offs and the wider trend (or non-trend) of conglomerates breaking up. She runs the rule over companies in the pharmaceuticals, consumer goods and industrials sectors, and discusses whether divestments are creating or destroying value. Finally, in the week that Nvidia (US:NVDA) became the world’s largest company, Dave Baxter looks at the funds trying to exploit this trend. The team also discuss the growing imbalances in the US market – some of which are less obvious than you may think – and ask how much of a problem they really pose. Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial  *After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only. When corporate spin-offs work – and when they don't Fuller's to return more capital after strong year Young's biggest ever acquisition boosts revenue Punchy AI funds turn heads – but there are smarter ways to invest Hosted on Acast. See acast.com/privacy for more information.
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