James Norrington, author of a deep dive into Rolls-Royce, discusses the company's impressive recovery, marked by a return to dividends and a 20% share price jump. He highlights the transformation in its civil aviation sector amidst post-COVID growth. Meanwhile, Jemma Slingo analyzes the UK banking landscape, revealing mixed performance among major banks while emphasizing opportunities for future growth amid valuation challenges. Both guests tackle insights on Smith & Nephew and other medical tech firms, underscoring market dynamics and investment strategies.
