2286: The Exchange with Judith MacKenzie of Downing

The Vox Markets Podcast · Jan 19, 2026 · 1h 11m

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In this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing takes me through her view of the markets and latest thoughts on 17 stock ideas, including:

00:00 Equity outlook

06:20 1Spatial

10:10 Tracsis

16:10 Eagle Eye

22:35 Gaming Realms

24:10 Ramsdens

28:25 Synectics

32:20 Cohort

36:20 hVIVO

41:20 Anpario

45:30 Brave Bison

48:40 Tatton Asset Management

54:00 Avingtrans

56:35 Volex

59:55 Flowtech Fluidpower

1:01:50 James Latham

1:05:25 Ashtead Technology

1:06:25 The Property Franchise Group

1:09:10 Favourite stock ideas for next 1-2…