
In this fast‑paced small‑cap episode, UK equity analyst Paul Scott and host discuss 16 AI‑adjacent stock ideas, ranging from UK fintechs like Moneysupermarket (MONY) and Craneware (CRW) to niche tech firms such as Seeing Machines (SEE) and hVivo (HVO). They evaluate which companies could emerge as AI winners, highlighting St James’s Place’s potential exposure, US tech picks, and gaming titles like TinyBuild (TBLD) and Brave Bison (BBSN). The conversation also touches on broader market themes, including UK IPO advisory fee trends and a rotation into US value stocks, while offering concrete valuation angles for each pick.

In this masterclass, James Thorne of Columbia Threadneedle shares his market outlook, focusing on UK mid‑ and small‑cap equities and providing detailed analysis of 18 individual companies ranging from Auction Technology Group to LSL Property Services. He highlights the potential...