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'We should redefine what a recession is': Abby Glennie of Abrdn UK Smaller Companies fund

'We should redefine what a recession is': Abby Glennie of Abrdn UK Smaller Companies fund

FromInvestors' Chronicle


'We should redefine what a recession is': Abby Glennie of Abrdn UK Smaller Companies fund

FromInvestors' Chronicle

ratings:
Length:
48 minutes
Released:
Mar 19, 2024
Format:
Podcast episode

Description

In the latest episode of the IC Interviews, Dan Jones hosts Abby Glennie, deputy head of smaller companies and co-manager of UK smaller companies strategies at Abrdn. As part of Abrdn, Glennie has been pivotal in the world of domestic small-cap shares. In the show, the pair discuss some of the Abrdn UK Smaller Companies fund's holdings, including Bytes Technology, 4Imprint and CVS Group, as well as the current angst over the UK market, portfolio allocation changes, and the ‘Matrix’ stock screen.Timestamps1:17 What Glennie makes of the angst over the UK market8:10 Allocation changes to the portfolio in recent months 11:58 What the valuation process at Abrdn involves14:03 What does the Abrdn ‘Matrix’ screen look for18:33 Bytes Technology21:22 4imprint24:35 Hill & Smith29:59 CVS Group35:31 Food producers Hilton and Cranswick40:35 UK video game stocks42:42 The general rules on position sizing 44:46 Diploma and when to sell a holding  Hosted on Acast. See acast.com/privacy for more information.
Released:
Mar 19, 2024
Format:
Podcast episode

Titles in the series (100)

Concerned with QE's effects on equity valuations? Looking for ideas for your Isa? Or just plain confused by the stock market? Each week, the Investors Chronicle picks apart the latest news for companies, markets and funds in our regular magazine podcasts. Subscribe for these, along with CEO interviews, company-specific shows and special in-depth discussions on big market themes. Hosted on Acast. See acast.com/privacy for more information.