The episode begins with Alex discussing the housebuilding sector. He and Dan unpack Barratt’s (BDEV) recent trading update, whether investors should expect more M&A, and planning proposals from the new government.Julian follows up by analysing student accommodation provider Unite’s (UTG) seemingly positive trading update. He explores the investment case given the weakening relationship between international students and universities’ finances, and how planning changes could affect the sector.Last on the agenda is our annual ETF best-buy list. Dave Baxter explains the thinking behind the collection of funds, changes made for 2024, why investors should be wary of thematic ETFs and more. 1:30 Housebuilders 16:17 Unite 27:45 Top 50 ETFsClaim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial *After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only. Hosted on Acast. See acast.com/privacy for more information.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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