Industrials, smart investing & real estate: The Companies and Markets Show

About this episode

The episode discusses the industrials sector, trading mechanics, and the real estate market amidst geopolitical tensions.

On this week’s show, we begin with industrials. It was only a month or so ago that the sector was being touted by many as a potential safe haven from AI disruption. Then the US/Israel war with Iran began, and the merits of energy-intensive physical assets were hastily reconsidered. But of course not all industrials are alike. Today we take a look at top-performing  Diploma (DPLM)  – crucially more of a distributor than a manufacturer – whose shares rose by a fifth after its latest trading update. We’ll also examine Essentra , which has had a far worse time of it for many years but is now starting to see improvements. Valeria Martinez is here to ask whether both companies can maintain their operational progress in the face of a variety of external threats. Our  big read this week  is all about the price investors pay for buying and selling shares. Most DIY investors will know whether or not they’re charged a trading fee when they buy or sell investments, but what actually happens behind the scenes when those trades are executed? Hugh Moorhead is here to explain more and ask whether the system could be improved. Lastly, we look at another sector that’s likely to…

People in this episode

Host: Investors' Chronicle

Guests: Valeria Martinez, Hugh Moorhead

Topics covered

• industrials
• real estate
• trading mechanics
• investment strategies
• market analysis

Keywords

• industrials
• real estate
• trading fees
• Diploma
• Essentra
• market trends
• investment

Mentioned in this episode

Organizations: Diploma, Essentra

Places: US, Israel, Iran, London

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