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AI stocks, UK housebuilders and the H2 outlook with Marc Kimsey
The UK Investor Magazine is joined by Marc Kimsey, Director at F&O Research, to review the first half of 2026 and look ahead to the rest of the year.
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Marc shares his take on the recent AI wobbles and whether the sell-off marks a healthy pullback or the end of a bubble, before exploring where the winners and losers of the AI spending boom could emerge. The conversation turns to the UK market and whether British stocks deserve a place in portfolios for stability, along with the housebuilders' comeback and whether the sector's recovery has further to run.
Marc...
AI-powered, transformational strategy update with Adsure Services
UK Investor Magazine sits down with Kevin Limn, CEO of Adsure Services, to unpack a transformational strategic update that sets out the group’s ambition to become a leading cluster of specialist professional services businesses across the UK, powered by its own AI technology.
Learn more about Adsure Services here.
In this interview, Kevin explains how Adsure plans to build on the foundations of its established subsidiary TIAA Limited, a B Corp-certified business with more than 30 years of trusted advice and assurance work across the UK public sector. He sets out the firm’s vision for diversified growth, the role of selective...
Executing the growth strategy and increasing dividends with Christie Group
UK Investor Magazine speaks with Daniel Prickett, Group Chief Executive of Christie Group plc, the long-established professional and financial services group serving the hospitality, leisure, healthcare, medical, childcare & education and retail sectors.
In this interview, Dan introduces Christie Group and the brands behind it; Christie & Co, Christie Finance, Christie Insurance and Pinders in the Professional & Financial Services division, alongside Venners in Stock & Inventory Systems & Services.
He explains how the firm’s services complement one another, the value of cross-selling across divisions, and why it chooses to specialise in particular property-backed sectors with functioning M&A markets.
Dan also walks...
20 Years of Investing Better with Vietnam Holding
Vietnam Holding (LSE: VNH) marks 20 years on the London Stock Exchange this June, and Jeremy Naylor sits down with Craig Martin, Chairman of Dynam Capital, the trust’s investment manager, to reflect on two decades of investing in one of Asia’s fastest-growing economies and where the opportunity goes from here.
Craig and Jeremy discuss Vietnam’s economic momentum heading into 2026, with the country posting 7.83% GDP growth in the first quarter and exports up nearly 20% year-on-year. Foreign direct investment continues to pour in, reaching USD 18.2bn in the first four months of the year as global manufacturers keep choosing...
