2095: The Exchange with James Taylor of M&G

The Vox Markets Podcast · May 12, 2025 · 1h 10m

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In this fascinating interview, accomplished UK small/midcap fund manager James Taylor of M&G takes me through the below 17 stock ideas.

00:00 Outlook for UK small/midcaps and M&A activity

03:45 Avon Protection

06:35 Senior

10:20 Victrex

14:30 Premier Foods

18:40 Currys

22:00 Dominos Pizza

25:30 Watches of Switzerland

31:20 Keller

34:15 Marshalls

38:15 Serica Energy

43:50 Hunting

47:45 M&C Saatchi

52:10 Savills

55:00 Everplay

58:50 Oxford Nanopore Technologies

1:03:35 Wilmington

1:06:25 Favourite stock idea - DFS Furniture