The Exchange with James Thorne of Colombia Threadneedle
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
09:15 Kitwave
11:20 Oxford Biomedica
14:55 1Spatial
16:55 Activeops
20:10 Eleco & possible impact of agentic AI on software stocks
24:25 Microlise
28:55 Trainline
33:35 Chemring
36:40 Trustpilot
41:50 Serabi Gold
47:20 Yougov
50:50 GlobalData
54:00 Avingtrans
58:10 XP Power
60:55 Victrex
63:50 LSL Property Services
66:50 Norcros
69:30 Favourite stock ideas (not recommendations) for next 12-24 months: Activeops and Auction Technology Group
Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.
