2286: The Exchange with Judith MacKenzie of Downing

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Recorded19 Jan 2026

Publisheraudioboom.com ↗

Handlerec:15397073

Show notes

Watch on YouTubeIn this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing takes me through her view of the markets and latest thoughts on 17 stock ideas, including:00:00 Equity outlook06:20 1Spatial10:10 Tracsis16:10 Eagle Eye22:35 Gaming Realms24:10 Ramsdens28:25 Synectics32:20 Cohort36:20 hVIVO41:20 Anpario45:30 Brave Bison48:40 Tatton Asset Management54:00 Avingtrans 56:35 Volex59:55 Flowtech Fluidpower1:01:50 James Latham1:05:25 Ashtead Technology1:06:25 The Property Franchise Group1:09:10 Favourite stock ideas for next 1-2 years. Anpario and Eagle Eye

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