The Exchange with Nick Hawthorn of Downing

Aug 17, 2026

In this investing masterclass, accomplished UK fund manager Nick Hawthorn of Downing takes me through his view of the markets and latest thoughts on 15 stocks:

00:00 Equity outlook & consumer stocks
05:00 Gym Group Follow | GYM
11:40 Avingtrans Follow | AVG
20:35 Volex Follow | VLX
26:40 Eagle Eye Follow | EYE
29:40 Tracsis Follow | TRCS
34:10 Fonix Follow | FNX
40:15 AB Dynamics Follow | ABDP
48:55 Yougov Follow | YOU
58:50 Restore Follow | RST
1:02:05 Cohort Follow | CHRT
1:06:20 SRT Marine Follow | SRT
1:12:00 AEP Plantations Follow | AEP
1:18:20 James Latham Follow | LTHM
1:21:40 Springfield Properties Follow | SPR
1:24:10 Optima Health
1:30:05 Favourite stock ideas for next 12 months. Volex Follow | VLX & Yougov Follow | YOU

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.