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Send us Fan Mail The team discusses the week's updates including strong results from high-street favourite Marks & Spencer, driven by the success of its food business, and the not so stellar results from Primark owner Associated British Foods. James also flags the strategic changes afoot at BlackRock Greater Europe to boost the trust's investment appeal, and recaps his and Steve's conversation with Isaac Thong of Aberdeen Asian Income on growth and income opportunities in Far Eastern markets. In technology, Steve reveals why Apple shares dipped despite strong-looking results, and celebrates blockbuster results from chipmaker AMD and server firm Super Micro Computer. Meanwhile, Ian flags the latest FactSet research suggesting 'Mag 7' earnings growth is now below that of the other 493 stocks in the S&P 500 index. Looking ahead to next week, James singles out UK luxury stocks Burberry and Watches of Switzerland, plus fashion footwear maker Doc Martens, while for Steve the focus is on cloud infrastructure firm Coreweave which has seen concerns mount over its financing.

Send us Fan Mail In this very special episode of the podcast, Ian and James are joined by Richard Penny, legendary manager of the TM Oberon UK Smaller Companies Fund (BQV37J7) . Richard is recognised for his long-standing success in special situations and small-cap investing. Since launch in late 2022, TM Oberon UK Smaller Companies has outperformed the IA UK Smaller Companies sector and as of end August 2026, was the best-performing UK smaller companies fund over two and three years. Our special guest tells viewers how he goes about identifying potential ‘100 baggers’, and why ROIC (return on invested capital) plays a part in his decision-making process when it comes to stock selection. Finally, Richard insists that despite the stellar returns generated by his fund in recent periods, investors haven’t missed the boat. Penny believes his portfolio is well-positioned to benefit as the recovery in UK smaller companies gathers pace.

Send us Fan Mail In this special episode of the Sharesify podcast, James and Steven welcome Isaac Thong, manager of the Aberdeen Asian Income Fund (AAIF). This high-yielding investment trust targets consistent income and capital growth by investing in some of Asia’s most successful and promising companies. Our special guest explains why investors should look to Asia for income and how dividend culture has evolved across this vast region. Next up, Isaac tells our audience that valuations across the fund’s universe of high-quality companies remain extremely attractive. He also highlights some of the long-term structural growth themes to which the trust offers exposure. In recent periods, the fund’s semiconductor and hardware holdings across Taiwan and South Korea have delivered spectacular gains. Isaac tells the team about the other sectors the managers have been rotating money into, including financials and industrials. He also explains why AIC Dividend Hero status is important to the board, and why the trust is strongly positioned to continue increasing the shareholder reward long into the future.

Send us Fan Mail In this Halloween episode of the podcast, the Sharesify guys discuss everything from spooked markets and M&S to McDonald’s. Our tech expert Steven provides his take on Amazon’s Q3 earnings. He also explains why an after-hours sell-off in Intel stock and SanDisk’s contrasting performance underline an important distinction in the AI investment trade. James discusses his podcast conversations with Pauline Ng of JPMorgan Asia Growth & Income (JAGI) and TM Oberon Smaller Companies’ legendary manager Richard Penny. And Ian updates listeners on the latest from energy majors BP and Shell as well as the banks. Finally, the chaps preview a buy week for results with Marks & Spencer, Associated British Foods, Apple and McDonald’s all prepping reports.

Send us Fan Mail In this latest special episode of the podcast, Steven and James are joined by Pauline Ng, joint portfolio manager of the JPMorgan Asia Growth & Income (LON:JAGI) investment trust, popularly known by its JAGI ticker, to discuss Asia, China and more. This trust has the best share price total return performance in its AIC sector and comes at an attractive yield above 6% thanks to its enhanced dividend policy. First up, the chaps ask Pauline about China and why it has become an investible market again. Ng explains why the trust has a rough 24% allocation across the portfolio, a strategic decision that has added considerable alpha to the trust’s performance despite the seemingly negative headlines about the region. Why stock selection is crucial But Ng importantly, reminds listeners that JAGI’s China exposure is merely a symptom of its bottom-up, stock selection process, not a geographic assets allocation decision, before discussing the ‘China for China’ national economic strategy. Ng explains JAGI’s above benchmark positions in the Financials and Industrials sectors, dividend policy shifts higher across parts of the Financials sector and gives a good example of a recent CDMO (Contract Development and Manufacturing Organization) biotech added to the portfolio. Finally, Ng explains why JAGI can provide UK retail investors with both income and growth from its Asian portfolio, and what the advantages are of investing in this active trust versus passive Asian market EDFs. JPMorgan Asia Growth & Income investors Get involved If you want to get involved, email us your thoughts, suggestions and questions at editorial@sharesify.com. For those tuning in via YouTube directly, please remember to click the like and subscribe buttons on our channel. You can also follow us across social media, and if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at editorial@sharesify.com and we’ll do the rest. X Bluesky Facebook LinkedIn Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.

Send us Fan Mail The guys discuss markets, defensives, bank updates and the Sharesify Wealth & Retirement Show. Steve has the latest on Anthropic’s mammoth IPO (initial public offering) and explains what SK Hynix’s record AI memory profits mean for UK investors. James updates listeners on Q3 results from consumer goods groups Unilever and Reckitt Benckiser. He also highlights the positive investor reception for precision engineer Tek4 (LON:TEK4) following its AIM debut this week. Finally, the chaps preview results from UK lenders Lloyds and NatWest as well as US tech giants Alphabet, Amazon, Microsoft and SanDisk.

Send us Fan Mail The guys catch up on the rest of the week's results from Barclays, Debenhams and Inchcape, as well as the market reaction to Meta Platforms' latest update which sent the shares lower. There's a lot more to come next week too, with results here from consumer groups Haleon, Reckitt and Unilever and the rest of the big banks HSBC, LLoyds, NatWest and Standard Chartered. In the US there are also results from consumer stocks such as Altria, Coca-Cola, Colgate-Palmolive, Mondelez and Stabucks. However, the main focus is likely to be Big Tech, with the release of numbers from Amazon, Alphabet, Intel, Microsoft and SanDisk, so stay tuned!

Send us Fan Mail The chaps embark on their third pod in three days, picking up on results from Domino's, Genuit, Mulberry, Virgin Wines and Wickes among others. There's also a recap of recent corporate activity, with Ashtead Technology agreeing a final cash offer of 615p per share, Plus500 making an acquisition in Brazil, Gulf Keystone agreeing a merger and International Biotechnology Trust receiving its ninth buyout this year, kudos to the managers. Steve explains why the AI trade has been restored at least for now by results from Super Micro Computer and SpaceX, and looks forward to the rest of this week's earnings from IBM, LAM Research, Meta Platforms, Tesla and Texas Instruments. Meanwhile, James looks ahead to earnings from 'romantasy' publisher Bloomsbury, motor dealer Inchcape and grocery firm Sainsbury's, and Ian flags Barclays' report on Thursday, with the shares languishing at a six-month low after a particularly poor Q3.

Send us Fan Mail In this special episode of the podcast, Steven and James are joined by Josef Licsauer, Investment Trust Research Analyst at Kepler Trust Intelligence. Josef will be joining the growth investing panel discussion at the Sharesify Wealth & Retirement Show on Friday 6 November. Our special guest explains why discounts to NAV (net asset value) have narrowed across the investment trust sector with a helping hand from Saba. In addition, he highlights some leftfield trust options for investors seeking exposure to the exciting AI (artificial intelligence) theme. Next up, Josef also tells our audience why small cap and emerging markets-focused trusts are currently friendless. Furthermore, our special guest lends us his view on the consolidation wave sweeping across the investment trust sector.

Send us Fan Mail In this special episode of the podcast, James and Ian are joined by Katen Patel, co-manager of the JPMorgan UK Small Cap Growth & Income Trust (LON:JUGI). The £430 million cap company is one of the best-performing trusts in the AIC’s UK Smaller Companies sector. Over the past decade, the trust has delivered a share price total return north of 200%. Our special guest provides an overview of the key planks of JUGI’s successful investment process and why it is repeatable. Furthermore, Katen explains why this small cap trust offers exposure to FTSE 250 stocks. He also discusses the benefits of the upcoming combination with Aberdeen UK Smaller Companies Growth Trust (LON:AUSC). Finally, Katen talks about the outlook for UK small caps. And the stock picker sets out the bull case for selective industrials as well as UK electricals leader Currys (LON:CURY).

Send us Fan Mail The guys get excited about Tesla's new 'flying' roadster ahead of the electric carmaker's results next week. They also look ahead to numbers from Barclays, Dominos, Meta, Netflix and Persimmon. It's been a busy few days for funds and trusts with results from JPMorgan UK Smaller Companies Growth & Income, or JUGI for short. Manager Katen Patel comes on the podcast on Monday to talk about the trust's recent performance, so make a note in the diary. Seraphim Space also posted FY results, with NAV doubling and as James points out broader outperformance across the portfolio. Finally, the guys discuss Nutshell Growth Fund, a quality growth vehicle with a differentiated approach which has seen it rack up top quartile performance in almost 90% of quarters since its inception.

Send us Fan Mail The team start this week's episode with results from UK IT resellers Bytes Technology and SoftCat plus Dutch chip equipment making giant ASML and ask are tech valuations now a headwind. James runs through the latest updates from consumer firms Angling Direct, Marstons, Whitebread and Vertu, which like its peer Motorpoint is 'pedal to the metal' in terms of sales. After solid results from Bellway and a return to positive net fee income growth at Michael Page and Robert Walters, the discussion turns to whether or not the low is in for the housebuilders and recruiters, or whether the jury is still out. Finally there's a quick look ahead to updates from Seraphim Space Investment Trust, payments group Wise and consultancy group XPS Pensions.

Send us Fan Mail The team gets to grips with this week's results from Imperial Brands, Motorpoint and Tesco. There's also a shiny new IPO in the form of Airtel Money and updates from JPMorgan Global Growth & Income and Seraphim Space in the investment trust sector. Steve outlines his trust picks to play the AI investment boom, as well as five stocks recommended by former Wedbush tech analyst Dan Ives. Finally there's a look ahead to the start of the US bank reporting season, which kicks off on Tuesday with Citigroup, Goldman Sachs and JPMorgan Chase, and a preview of what to expect from Angling Direct, BP, Bytes Technology, Dunelm, Rio Tinto, SoftCat and Vertu.

Send us Fan Mail The team is back to full strength and discussing why US markets are at all-time highs. The answer is above-average earnings growth rather than multiple expansion, as Steve explains. James runs through investment trust news, after Fidelity Emerging Markets doubled its investors' money and two US small-cap trusts agreed to merge. He also recaps the team's call this week with Olivia Markham, co-manager of BlackRock World Mining Trust. Ian flags the six best stocks to meet Europe's climate change challenge, including ventilation group Volution which is due to update the market on Thursday. He also reveals the best-performing US stock of the last five years, up 2,200%, and it's not a tech company. Finally, there's a reminder of tonight's free webinar featuring the managers of JPMorgan European Discovery Trust and EFJ Investments, and of next month's Wealth & Retirement with a special discount code for podcast listeners.

Send us Fan Mail With Steve sojourning in the south of Ireland, James and Ian discuss the performance of the FTSE 100 and FTSE 250 year-to-date. They also recap results this side of the pond from Filtronic, IG Group, Plus500, Topps Tiles, JD Wetherspoon and Youngs, plus the latest news from US blue chips Micron and NIKE. James gives listeners an insight into the team's chat with Ailsa Craig and Marek Poszepcynski of International Biotech Trust, along with some of the key takeaways for investors looking at the healthcare sector. The duo wrap up with a preview of next week's results from Constellation Brands, PepsiCo and Tesco, plus a film recommendation for the weekend.

Send us Fan Mail The guys walk through the latest updates from consumer stocks Card Factory, Greggs and Likewise, as well as forecast-beating numbers and raised guidance from cruise firms Carnival and Saga. In M&A news, Liontrust's deal to buy Hawksmoor meets with a resounding thumbs up from the market while Vesuvius's silence over its year-long pursuit by RHI Magnesita raises plenty of questions. Steve also talks through the coming $2 trillion IPO by AI leader Anthropic and what it might mean for other firms trying to list. Looking ahead, there are results from US chipmaker Micron tonight and global sportswear brand NIKE tomorrow, plus updates from PZ Cussons, JD Wetherspoon and Tribal Group, currently embroiled in a takeover battle between its major shareholders. Sharesify Team

Send us Fan Mail The guys recap this week's results from Halma, OnTheBeach and Raspberry Pi, plus the bid for Ashtead Technology, the latest UK mid-cap to be stalked by private equity. Steve asks whether Apple's near-$5 trillion valuation is sustainable and flags his special report on how to buy AI stocks, which is for everyone from beginners to more experienced investors. Finally, there a look ahead to earnings next week from sandwich-maker Greggs, over-50s travel and insurance group Saga and pub group JD Wetherspoon, as well as US chipmaker Micron, whose shares have been on fire this year.

Send us Fan Mail Bloomberg Intelligence's Grace Osborne takes time out from New York Climate Week to talk about her new research into the challenges facing Europe as it races to adapt to the 'new normal'. As well as the economic damage caused by extreme weather, "Europe’s Climate Resilience Challenge: The 2026 – 2035 Outlook” looks at the structural and financial implications for European governments and companies. Grace also reveals which companies and sectors she thinks will be the winners and losers as the continent - and the UK - speeds up its spending to adapt. And with a 'super El Niño' expected to reach our shores by early next year, Grace lays out the importance of tackling the climate issue now rather than risk leaving it too late.

Send us Fan Mail The team discuss the return to a risk-on market and the rally in chip stocks spurred by the unveiling of META's latest AI agent Muse, as well as how to invest in semiconductor companies. The guys then recap their conversation with UK small-cap legend Richard Penny, manager of the TM Oberon UK Smaller Companies Fund which is the best performer in its sector over the last two years. With small-caps and AIM stocks in particular trading at historically low valuations, the team argue this is a great time to invest with a seasoned specialist. James explains how DIY giant Kingfisher surprised positively with its latest trading update and how JD Sports Fashion kept investors onside with its latest FY guidance. There's also a look at high-quality UK engineers Renishaw and Smiths Group, before a look ahead to results still to come this week from fellow 'compounder' Halma, retailers AO World and DFS and UK electronics firm Raspberry Pi.

Send us Fan Mail The guys kick off with the latest news in investments trusts, with AIC Dividend Hero trusts City of London (CTY) and Merchants (MRCH) marking 60 years and 44 years respectively of rising payouts. James also explains why Aberdeen UK Smaller Cos Growth Trust (AUSC) is merging with JPMorgan UK Small-Cap Growth & Income (JUGI). With too many sub-scale smaller-cap trusts, he suggests this may not be the last deal in the sector. There's a quick look at Beauty Tech Group, one of the outstanding results updates of the week, and a look ahead to more Consumer names coming next week. Plus a roster of UK tech companies and 'quality growth' industrial companies. Something for everyone!