Investing in British Water, Nick Train & CMC: Companies and Markets Show
About this episode
The episode discusses CMC Markets' performance, Britain's water infrastructure plans, and Nick Train's investment strategies amidst underperformance.
This week’s show dives straight into trading platform CMC Markets, after its promise of an imminent inflection point sent its shares soaring to the top of the FTSE All-Share leaderboard on Thursday. Julian Hofmann discusses the business’s full-year figures, its big future plans and whether it’s becoming a more reliable investment. We then turn to this week’s Big Read on how to tap into Britain’s mammoth water plan ; the £100bn strategy to shore up and hopefully improve the dismal state of the country’s infrastructure. Will it succeed? And will it lead to new business for contractors and those working on new technologies? Hugh Moorhead has the answers. Finally, we take a look at beleaguered fund manager Nick Train’s latest attempts to encourage investors to stick by him during a period of significant underperformance. Holly McKechnie tells us what changes are being made to Finsbury Growth & Income Trust (FGT). Read more here: How investors can tap into Britain’s waterworks plan Will Nick Train’s Finsbury Growth turnaround plan work? CMC Markets’ shares jump on upgraded outlook Timestamps 00:00 Intro 01:08 CMC 13:33 Britain’s waterworks 29:15 Nick Train’s new strategy Listen to…
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