2510: The Exchange with James Thorne of Columbia Threadneedle

The Vox Markets Podcast · Oct 12, 2026 · 1h 9m

In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 17 companies.

00:00 Equity outlook

02:55 Activeops

07:50 Eleco

10:55 Bodycote

13:25 Trustpilot

19:20 GlobalData

22:05 Serabi Gold

26:35 Mortgage Advice Bureau

30:10 Travis Perkins

32:55 Oxford Biomedica

36:50 Oxford Nanopore

41:25 Avingtrans

44:50 Fisher (James)

47:15 Hunting

50:20 IG Group

55:20 Auction Technology Group

58:55 WAG Payment Solutions

1:02:05 Microlise

Favourite stock idea for next 12 months. Trustpilot

#AOM #ELCO #BOY #TRST #DATA #SRB…