The Exchange with James Thorne of Colombia Threadneedle

Watch on YouTube

In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 18 companies.

00:00 Outlook for UK mid/smallcaps
03:15 Auction Technology Group Follow | ATG
09:15 Kitwave Follow | KITW
11:20 Oxford Biomedica Follow | OXB
14:55 1Spatial Follow | SPA
16:55 Activeops Follow | AOM
20:10 Eleco Follow | ELCO & possible impact of agentic AI on software stocks
24:25 Microlise Follow | SAAS
28:55 Trainline Follow | TRN
33:35 Chemring Follow | CHG
36:40 Trustpilot Follow | TRST
41:50 Serabi Gold Follow | SRB
47:20 Yougov Follow | YOU
50:50 GlobalData Follow | DATA
54:00 Avingtrans Follow | AVG
58:10 XP Power Follow | XPP
60:55 Victrex Follow | VCT
63:50 LSL Property Services Follow | LSL
66:50 Norcros Follow | NXR
69:30 Favourite stock ideas (not recommendations) for next 12-24 months: Activeops Follow | AOM and Auction Technology Group Follow | ATG