24 min listen
The Companies and Markets Show: Diageo, Reits and Investment Trusts
The Companies and Markets Show: Diageo, Reits and Investment Trusts
ratings:
Length:
35 minutes
Released:
Nov 17, 2023
Format:
Podcast episode
Description
We begin by discussing Diageo, a global leader in premium beverages, who released a profit warning last week. Sales are expected to fall in the new financial year with issues in Latin America and the Caribbean. The market reacted badly, understandably, with analysts also alarmed. But can strength in the US market buoy these negative prospects?We follow on with the results of two commercial Reits: British Land and Land Sec. Given rental growth seems to be better than expected, what have the businesses been doing to protect their businesses during the downturn? Moving on to our 2023 Investment Trust Special, our team gives a whistle-stop tour of some of the trusts that feature in the supplement, the portfolios professionals are cherishing this year and more. We also dive into a bit of the detail of one of the articles, Around the World in Eight Investment Trusts, including two UK trusts that look impressive.The stories mentioned in the show:DiageoBritish Land is cheap, but for a reasonLandsec fails to outmanoeuvre rivalHow to build a super-strength investment trust portfolio Hosted on Acast. See acast.com/privacy for more information.
Released:
Nov 17, 2023
Format:
Podcast episode
Titles in the series (100)
Personal Finance Show 2 April 2015: This week @MoiraONeill and the team look at investing in India and the first UK-domiciled ETF offering access to China's money markets. We also chat to special guest Alan Steel about this week's portfolio clinic. See acast.com/... by Investors' Chronicle