Name: Macro backdrop.
Uploaded: 2023-11-02T12:09:18.314274+00:00
Duration: 3468 s
Channel: Vox Markets
Description: Macro backdrop.

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/555/006555/video_N0A8LBg.mp4#t=0

Vox Markets

Macro backdrop.

UK housebuilders & Vistry (VIST)

Paragon Banking (PAG)

REITs Big Yellow (BYG) & Safestore (SAFE)

Wincanton (WIN) & monitoring debt levels

Chesnara (CSN)

What M&A & IPO activity tells investors

3i Group (III) & 3i Infrastructure (3IN)

Intermediate Capital Group (ICP)

Diversified Energy (DEC)

Kenmare Resources (KMR)

Ecora Resources (ECOR)

How to assess share buybacks

Morgan Sindall (MGNS) & Galliford Try (GFRD)

Macfarlane (MACF)

Pets at Home (PETS)

Bloomsbury Publishing (BMY)

Wilmington (WIL)

Things for investors to avoid doing

In this interview, Sid Lall of Canaccord who runs the Marlborough Multi Cap Income fund takes Vox Markets through his outlook for equities alongside highlighting 18 stock ideas.

00:00 Macro backdrop.
03:05 UK housebuilders & Vistry
06:05 Paragon Banking
10:50 REITs Big Yellow & Safestore
13:50 Wincanton & monitoring debt levels
17:30 Chesnara
21:05 What M&A & IPO activity tells investors
23:20 3i Group & 3i Infrastructure
26:25 Intermediate Capital Group
28:35 Diversified Energy
31:40 Kenmare Resources
34:25 Ecora Resources
38:15 How to assess share buybacks
40:05 Morgan Sindall & Galliford Try
43:50 Macfarlane
47:20 Pets at Home.
51:15 Bloomsbury Publishing
53:50 Wilmington
55:05 Things for investors to avoid doing

In this interview, Sid Lall of Canaccord who runs the Marlborough Multi Cap Income fund takes Vox Markets through his outlook for equities alongside highlighting 18 stock ideas.00:00 Macro backdrop. 03:05 UK housebuilders &amp; Vistry 06:05 Paragon Banking 10:50 REITs Big Yellow &amp; Safestore 13:50 Wincanton &amp; monitoring debt levels 17:30 Chesnara 21:05 What M&amp;A &amp; IPO activity tells investors 23:20 3i Group &amp; 3i Infrastructure 26:25 Intermediate Capital Group 28:35 Diversified Energy 31:40 Kenmare Resources 34:25 Ecora Resources 38:15 How to assess share buybacks 40:05 Morgan Sindall &amp; Galliford Try 43:50 Macfarlane 47:20 Pets at Home. 51:15 Bloomsbury Publishing 53:50 Wilmington 55:05 Things for investors to avoid doing

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/555/006555/video_N0A8LBg.mp4

Vox Markets Fund Manager Series: Sid Lall, manager of the Marlborough Multi Cap Income