2286: The Exchange with Judith MacKenzie of Downing
About this episode
In this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing takes me through her view of the markets and latest thoughts on 17 stock ideas, including:
00:00 Equity outlook
06:20 1Spatial
10:10 Tracsis
16:10 Eagle Eye
22:35 Gaming Realms
24:10 Ramsdens
28:25 Synectics
32:20 Cohort
36:20 hVIVO
41:20 Anpario
45:30 Brave Bison
48:40 Tatton Asset Management
54:00 Avingtrans
56:35 Volex
59:55 Flowtech Fluidpower
1:01:50 James Latham
1:05:25 Ashtead Technology
1:06:25 The Property Franchise Group
1:09:10 Favourite stock ideas for next 1-2 years. Anpario and Eagle Eye
Get every episode summarized
Each time The Vox Markets Podcast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Vox Markets Podcast
2369: Poolbeg hits significant milestone with POLB 001
The Vox Markets Podcast
2368: hVIVO FY25 Results: Growth, Acquisitions and What Comes Next in 2026
The Vox Markets Podcast
2367: Quantum Data Energy CEO on Q1 Progress
The Vox Markets Podcast
2366: Chancery Royalty gets set for US$7,000 gold
The Vox Markets Podcast