2310: The Exchange with James Thorne of Colombia Threadneedle

The Vox Markets Podcast · Feb 9, 2026 · 1h 12m

In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 18 companies.

00:00 Outlook for UK mid/smallcaps

03:15 Auction Technology Group

09:15 Kitwave

11:20 Oxford Biomedica

14:55 1Spatial

16:55 Activeops

20:10 Eleco & possible impact of agentic AI on software stocks

24:25 Microlise

28:55 Trainline

33:35 Chemring

36:40 Trustpilot

41:50 Serabi Gold

47:20 Yougov

50:50 GlobalData

54:00 Avingtrans

58:10 XP Power

1:00:55 Victrex

1:03:50 LSL Property Services

1:06:50 Norcros

1:09:30 Favourite stock ideas (not…