2062: The Exchange with Alexandra Jackson of Rathbones

The Vox Markets Podcast · Mar 17, 2025 · 1h 21m

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In this investing masterclass, accomplished fund manager Alexandra Jackson of Rathbones takes me through her view of the markets and latest thoughts on 20 stocks, including:

00:00 Equity outlook

03:50 Chemring

10:10 Treatt

14:40 Fevertree & Diageo

19:45 Breedon, UK brick makers & Brickability

24:25 SigmaRoc

27:10 Takeover bid for Bakkavor by Greencore

29:40 Cranswick

32:35 Everplay (formerly Team17)

37:40 Grainger

43:35 Warehouse REIT

44:05 Volution

47:50 AB Dynamics

51:30 Kainos

56:55 Raspberry Pi

64:15 GB Group

69:40 Rotork

73:45 Oxford Instruments

79:20 Two favourite ideas…