British-based luxury fashion brand Burberry (BRBY) has had a hard time of late. Our team delve into what’s gone wrong over and question whether the low valuation is attractive enough for investors to take a gamble.

It’s then onto our Investment Trust Special. We explore what trusts are most vulnerable to consolidation and some that could be fruitful in the changing macroeconomic environment.

Last up, it’s specialist British chemical company Croda (CRDA). The latest update shows signs of life but two profit warnings over the past 18 months could hold back its growth. Julian Hofmann looks into the details.

Timestamps

1:31 Burberry

15:38 Investment trusts

27:48 Croda

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Lord Lee and Alex reunite just a day after the US election result and a week on from the Autumn Budget. In the episode, the pair unpack how the latter will affect UK private investors and the economy at large, and Lord Lee gives his opinion on the effectiveness of the changes announced by chancellor Rachel Reeves.

Also, listen to find out the changes to Lord Lee’s portfolio and his take on Trump’s presidential win.

Timestamps

1:18 Why the Budget is pleasing for private investors

3:42 Lord Lee’s view of Labour’s tone

7:19 Nichols and FW Thorpe sales

10:03 Will Budget changes mean a change in tactic?

11:14 Inheritance tax

13:05 Niche markets

15:40 Impact on family businesses property relief and farms

18:32 What should Labour aim for

21:25 How Lord Lee's portfolio has been recently

25:14 Trump’s reelection

Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial

*After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £1

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Auto Trader’s (AUTO) recent results were not well received. A slowdown in vehicle production and its position within a tight market is squeezing growth prospects. Our experts dive into what it means for investors.

It’s then on to the impact of the Budget. The panel unpacks what sectors will be most affected by the changes, and the potential cost-saving measures companies can take to mitigate rising NI contributions.

Last up, bond yields. Both the Budget and the US election will alter the fiscal outlook and our team look at who the winners and losers will be.

Dan Jones is joined by Mark Robinson, Alex Newman, Julian Hofmann and Hermione Taylor.

Editing by Madi Apthorpe

Timestamps

1:23 Auto Trader

13:25 The Budget

21:03 Bonds

Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial

*After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only.

Hosted on Acast. See acast.com/privacy for more information.