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The European defence sector with Morningstar’s Michael Field

Podcast
Michael Field, CFA, Chief Equity Market Strategist EMEA at Morningstar, joins us to discuss European defence stocks and Morningstar’s recent report describing the sector as being in the “initial stage of a new supercycle”. Download Morningstar's report: 'Opportunities in Defense: Structural drivers and attractive valuations' We start with whether the US midterm results change the outlook, given the situations in Ukraine and Iran. We then ask whether there is further to run after a roughly 250% rise in European defence stocks over five years, and whether the market has underestimated earnings growth. Michael explains how he expects the supercycle to...

Investing in a new global spirits category with HACIEN

Podcast
Jeremy Naylor is joined by Seb Francis, founder of HACIEN, the UK’s first 100% agave premium flavoured tequila brand, to discuss how the company is building a position where three drink trends meet: tequila, premiumisation and flavour. Find out more about HACIEN's crowdfunding round here. Seb explains why he believes flavoured tequila is a lasting shift in consumer habits rather than a passing fad, and sets out the evidence behind that view. He takes us through HACIEN’s key metrics, including 65% year-on-year volume growth, repeat purchase rates, gross margin and a distribution footprint of more than 350 stockists, as well as...

Skytree: turning atmospheric CO₂ into a commercial resource

Podcast
The UK Investor Magazine is joined by Rob van Straten, CEO of Skytree, a European Space Agency spin-off that builds machines to capture carbon dioxide directly from the air. The technology was originally developed to remove CO₂ from the atmosphere aboard the International Space Station, and Skytree has adapted it for use on Earth. Find out more about Skytree's crowdfunding round here. Rob explains how the business started and the problem it aims to solve. Many industries depend on a steady supply of CO₂ for their processes, with greenhouses among the largest users, yet most of that supply is a...

The courage of your convictions: investing through market discomfort

Podcast
In this episode, Simon Gergel explores why successful investing requires discipline, objectivity and conviction. Using Tate & Lyle as an example, he explains how long-term investors can look beyond market sentiment and behavioural biases to focus on business fundamentals and identify opportunities amid uncertainty.
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