The Vox Markets Podcast

In this week’s live Exchange, accomplished UK fund manager Dominic Weller of Octopus UK discusses his latest thoughts 

In this week’s New Year special – given the lack of corporate newsflow - smallcap equity analyst & capital markets commentator Paul Scott asked me to run through my top 20 UK stocks for 2025

Watch on YouTube In this week’s live Exchange, professional investor & ex-fund manager, Jamie Ward discussed his latest thoughts on the following: 00:00 Edison Investment Research, type of investor & 2025 outlook 11:00 Smith & Nephew 14:10 Wise 21:35 UK life assurers eg Aviva, L&G, etc 23:10 Burberry 26:55 Aston Martin Lagonda 33:50 Vistry 40:05 Marshalls 43:30 Brave Bison 48:55 Volvere 52:50 Avingtrans 54:50 Camellia 59:45 DCC 1:05:50 Marlowe 1:10:05 Renishaw 1:16:35 Favourite 2 stock ideas for 2025 #SN. #WISE #AML #BRBY #VTY #MSLH #BBSN #VLE #AVG #CAM #DCC #MRL #RSW

European Green Transition's Aiden Lavelle and Jack Kelly join us to put the wrap on what's been an eventful year for the company, and one in which progress was made on several fronts. They also provide us with an insight into what's next in 2025?

Watch on YouTube In this week’s smallcap investing Xmas special, top notch UK investor Paul Scott & I discussed our latest thoughts on the following: 00:00 Macro calls for 2025 and the Trump 2.0 trade 11:35 Filtronic 15:50 Tristel 20:05 Sanderson Design 22:15 Puretech 23:20 Recent buys & sells 24:15 Tribal Group 31:10 Gulf Marine Services 35:40 The Property Franchise Group 38:15 Concurrent Technology 41:10 Chemring 44:20 MONY (formerly Moneysupermarket) 47:00 Dialight 49:45 Knights Group 53:05 Johnson Matthey 54:35 Funding Circle 1:00:10 Hill & Smith 1:02:00 Intercede 1:08:00 Beeks Financial 1:10:05 hVIVO 1:13:05 Watkin Jones 1:15:00 Spectra Systems 1:16:40 Zotefoams 1:20:20 Shoe Zone 1:23:10 Capita 1:26:40 Zigup (formerly Redde Northgate) Plus, if anyone or any company would like to sponsor this Smallcap Investing series (re naming rights), then please feel free to contact me here or via my email paulhill@pmhcapital.com. FTC #TSTL #SDG #PRTC #TRB #GMS #TPFG #CNC #CHG #MONY #DIA #KGH #JMAT #FCH #HILS #IGP #BKS #HVO #WJG #SPSY #ZTF #SHOE #CPI

In our recent interview with Mo Khan, CEO of hVIVO, we reflected on the company’s outstanding achievements in 2024 and gained insights into its ambitious roadmap for 2025. Under Mo’s leadership, hVIVO has solidified its position as a global leader in human challenge trials, achieving record revenues, expanding its client base, and leveraging its cutting-edge clinical trial models to accelerate drug and vaccine development.

Watch on YouTube Vox Markets interviews Craig Martin, Chairman of Dynam Capital, on Vietnam Holding Fund's stellar 2024, marked by outperformance, awards, and market growth. Craig highlights key drivers, top stocks, and exciting opportunities in Vietnam's evolving economy for 2025.

Watch on YouTube 00:00 Edison Research, investing approach, returns & equity outlook for 2025 05:05 Distribution Finance Capital 08:00 IG Group 10:35 Creo Medical 14:40 Renold 15:30 Mincon 17:55 Kooth 21:45 Capita 24:25 Advanced ADVT 28:10 Gaming Realms 29:10 DP Poland 32:30 Animalcare 35:25 Zegona Communications 39:50 Made Tech 42:30 Xaar 48:10 Victrex 51:30 Trufin 54:55 Best stock idea for 2025

European Green Transition #EGT has released the final set of drilling results from its Olserum rare earths project. Aiden Lavelle joins us to tell us what it all means, both in terms of the geology and the upside, and in terms of plans to secure a partner to take the project to the next stage. He also talks about EGT's wider portfolio, and its positioning in the emerging green energy markets.

Watch on YouTube In this week’s live Exchange, uber smart UK investor Richard Crow (alias Cockney Rebel) & I discussed our latest thoughts on the following: 00:00 Edison research, 2025 outlook & stop losses. 09:25 Carclo 17:05 Liontrust Asset Management 25:05 Sabre Insurance 30:05 Capita 33:50 Audioboom 40:30 Warpaint 45:30 Creightons 51:00 Finseta 52:25 Card Factory & UK retailers 63:30 Shoezone 66:35 Gym Group 71:10 Onthebeach 76:05 International Consolidated Airlines and Carnival Cruises 80:05 Yu Group 83:25 Focusrite 88:55 Favourite stock idea for 2025