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We start with waste management company Renewi, which released full-year results last week. After another tough year as recyclate prices fall, our team discusses its status in the renewables market.
 
It’s then on to our latest cover feature, on the best way to profit from the electric vehicle transition. Who are the beneficiaries of this expanding industry? And what can investors expect to happen as the EV market grows? 
Lastly, it’s on to Nvidia, the big stock of the moment. By market capitalisation, it’s now valued at $1tn, making it the sixth-largest company in the world. Is it worth the hype? And what other companies are beneficiaries of this trend in AI technology?
Dan Jones is joined by Jennifer Johnson, Mark Robinson and Arthur Sants. 


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On this week's episode of the Companies and Markets Show, Deputy Companies Editor Julian Hofmann takes on the role of host in lieu of Dan Jones.
Julian and co cover topics ranging from the US debt ceiling and M&S’s results, to all things self-invested personal pensions (Sipps).
Will the US default on its debt for the first time in its history, or will they raise the debt ceiling again?
Next up it’s M&S. How did the retailer keep customers shopping against the background of such a prevalent cost of living crunch? And what’s the latest on its partnership with Ocado? Is the grocery company past its prime?
And finally, it’s on to The IC Guide to Pensions 2023. Our journalists run through the special report compiled by our expert personal finance team, which covers everything from strategies to boost your pension to the best assets to hold in your Sipp.
Julian Hofmann is joined by Mark Robinson, Jemma Slingo and Val Cipriani.


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In the latest episode of the Companies and Markets show, our team delve into the British Land results. What do they tell us and is there a valuation risk here? 
It’s then on to this week’s cover feature, on the ‘space economy’. The team discuss investment opportunities for UK investors wanting to get a piece of the action.
LVMH’s decision to not split its shares has our economics expert questioning whether investments in a luxury company can be a status symbol. And what impact do stock splits have?
Finally, the interim results of easyJet. Does the future look sunny for the budget airline?
Dan Jones is joined by Mark Robinson, Julian Hofmann, Hermione Taylor and Michael Fahy.


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The episode begins with an examination of the recent fall in Virgin Money’s profits. What drove it and what lies ahead for the bank?
The team then go on to this week’s cover story on British stocks moving listings to the US. How big of a trend is it? And are companies right to see the US as the magical solution to boost their valuations?
Finally, a trading update from JD Wetherspoons. Positive news from the pub company who had their busiest Saturday ever at the start of May. But what about cost of living pressures? Can consumers be relied upon to keep buying drinks though prices are rising?
Dan Jones is joined by Julian Hofmann, Jemma Slingo and Mark Robinson.

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In this week’s Companies and Markets show, the panel discuss specialist manufacturer Morgan Advanced Materials' results and digs into what drove revenues in 2022. The team then talk annual general meetings and unpick the obstacles that have arisen since conferences began to move online. Lastly is our latest cover story on the energy transition, discussing UK stock picks and giving listeners an insight into threats facing renewables investment trusts.
Dan Jones is joined by Mark Robinson, Val Cipriani and Jennifer Johnson. 


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In today’s episode, the IC cohort talk tech, from Meta and Alphabet’s results to Microsoft’s run in with the CMA. It’s then on to AB Dynamics and their product development progress that could alter heavy vehicle transit. And last but not least, the latest figures from the London Stock Exchange are discussed. 
Dan Jones is joined by Arthur Sants, Michael Fahy, Mark Robinson and Julian Hofmann. 


Hosted on Acast. See acast.com/privacy for more information.