The Companies and Markets Show (Investors’ Chronicle)

The Companies and Markets Show (Investors’ Chronicle)

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Weekly FT-affiliated show dissecting company results, UK/European market news, fund flows, and interviews with investors/analysts.

Meeting Primary Health Properties CEO: Lee and The IC
PodcastApr 21, 202651 min

Meeting Primary Health Properties CEO: Lee and The IC

In this episode of Lee and the IC, Alex Newman and Lord John Lee sit down with Mark Davies, CEO of Primary Health Properties (PHP), the UK’s leading healthcare REIT. Davies outlines PHP’s 30‑year track record of dividend growth, its...

By The Companies and Markets Show (Investors’ Chronicle)
The Ceasefire, Africa and Senior: Companies and Markets Show
PodcastApr 10, 202634 min

The Ceasefire, Africa and Senior: Companies and Markets Show

The episode opens with Julian Hoffman dissecting the shaky US‑Iran ceasefire, highlighting the lack of clear terms, ongoing tensions in the Strait of Hormuz, and the mixed market reaction that has nonetheless lifted European equities and trimmed oil prices. The...

By The Companies and Markets Show (Investors’ Chronicle)
Unilever’s $45bn Deal, Berkeley & Tech: Companies and Markets Show:
PodcastApr 3, 202632 min

Unilever’s $45bn Deal, Berkeley & Tech: Companies and Markets Show:

The episode dissects Unilever’s £45 billion (≈ $55 billion) spin‑off of most of its food portfolio to McCormick, highlighting the complex deal structure that leaves Unilever with a 55% stake in the enlarged McCormick and a 10% share it must sell down, creating...

By The Companies and Markets Show (Investors’ Chronicle)
Student Loans: What Every Graduate Needs to Know
PodcastMar 24, 202622 min

Student Loans: What Every Graduate Needs to Know

In this Women and Wealth episode, Val Cipriani and Holly McKechnie break down the UK student loan system—explaining Plans 1, 2 and 5, their interest rates, repayment thresholds and loan terms. They highlight why Plan 2, which carries RPI + 3% interest and a £30k threshold,...

By The Companies and Markets Show (Investors’ Chronicle)
War in Iran, Healthcare Resurgence & Isa Changes: The Companies and Markets Show
PodcastMar 6, 202640 min

War in Iran, Healthcare Resurgence & Isa Changes: The Companies and Markets Show

The episode examines the fallout from the US‑Israel strike on Iran, with Mike Ferhey explaining how disruptions to the Strait of Hormuz and attacks on LNG facilities are driving sharp spikes in oil and gas prices, pressuring European energy markets,...

By The Companies and Markets Show (Investors’ Chronicle)
The Companies and Markets Show (Investors’ Chronicle) | Pulse