2470: The Exchange with Nick Hawthorn of Downing

The Vox Markets Podcast · Aug 17, 2026 · 1h 32m

In this investing masterclass, accomplished UK fund manager Nick Hawthorn of Downing takes me through his view of the markets and latest thoughts on 15 stocks:

00:00 Equity outlook & consumer stocks

05:00 Gym Group

11:40 Avingtrans

20:35 Volex

26:40 Eagle Eye

29:40 Tracsis

34:10 Fonix

40:15 AB Dynamics

48:55 Yougov

58:50 Restore

1:02:05 Cohort

1:06:20 SRT Marine

1:12:00 AEP Plantations

1:18:20 James Latham

1:21:40 Springfield Properties

1:24:10 Optima Health

1:30:05 Favourite stock ideas for next 12 months. Volex & Yougov

#GYM #AVG #VLX #EYE #TRCS #FNX #ABDP #YOU #RST #CHRT #SRT #AEP #LTHM…