Water stocks, sports brands & Baille Gifford: The Companies and Markets Show

This week, the IC team touch on everything from everything from water company share prices to the state of play in the sports brands industry, and Baillie Gifford’s investment trusts.

Alex Hamer unpacks Ofwat’s regulatory crackdown and what reforms mentioned in the King’s Speech will mean for companies such as Pennon (PNN), United Utilities (UU) and Severn Trent (SVT).

It’s been a busy few weeks for sporting events but there’s plenty more to come as this week’s cover feature analyses sports brands. Michael Fahy runs through the hot topics from Nike (NKE) versus Adidas (ADS), new challenger brands and marketing spending in the UK compared with the US.

Last up, Val Cipriani looks at how Baille Gifford’s Monks (MNKS), Edinburgh Worldwide (EWI) and Scottish Mortgage (SMT) are performing after 2022’s huge losses, Trump’s recent comments on trade relations, and more. 

Timestamps

1:22 Water companies 

12:38 Sports brands

27:52 Baille Gifford

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