2084: The Exchange with James Thorne of Columbia Threadneedle

The Vox Markets Podcast · Apr 28, 2025 · 1h 3m

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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 Outlook for UK mid/smallcaps

03:45 Chemring

07:25 Avingtrans

10:30 Inspecs

12:50 Oxford Instruments

16:20 Paypoint

19:10 Trainline

21:55 Auction Technologies

25:05 Tekmar

27:15 Crest Nicholson

32:10 Eleco

34:55 Activeops

38:25 Yougov

41:05 Microlise

45:05 Oxford Biomedica

51:00 Everplay

54:20 Bridgepoint

60:15 Favourite stock idea for the year ahead - IG Group (NOT a recommendation)