UK Investor Magazine

The UK Investor Magazine was delighted to welcome Ed Croft, CEO of Stockopedia, back to the podcast to delve into Stockopedia’s rules-based investing indicators and how investors can gain an edge on share price re-ratings.In this episode, he discusses new research into a pattern he had traded on instinct for years: what happens when a company’s quality score jumps sharply upward.Register for the webinar here.The conversation covers:What a StockRank is: how Stockopedia scores every company on the market out of 100 based on how good, how cheap and how improving the business is, and why the top-ranked shares have historically outperformed while the lowest-ranked have lagged.Why the score jumps: the public information that drives a sudden re-rating, from company results and broker upgrades to the language in a trading statement, which often shifts before the numbers do.The central finding: why change beats level, and how the company that has just become excellent tends to outperform the one that was always excellent.Why the market is slow to catch on: the decades-old academic thinking behind the effect, and why it is strongest among the small companies institutions cannot reach.Where it works and where it fails: the sweet spot, the danger zones, real companies that quietly re-rated, why the well-known compounders never triggered the signal, and a Rolls-Royce case where the score turned ahead of the headlines.What to do with it: practical rules for using a jump as a trigger to research rather than a signal to buy, when to sell, and an honest account of where the approach falls short.Find out more: Register for further insights here.

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.Download H1 ReviewMarc 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 also reflects on AST SpaceMobile, one of F&O’s top performers this year, and discusses whether the space trade has legs following SpaceX’s record-breaking IPO. We then consider the prospects for Anthropic and OpenAI listings and whether recent volatility could see them hold off.Marc finishes with his top picks for 2026.Listeners can enjoy 50% off F&O Research using the discount code ‘UKIM2026‘ at checkout.Secure your 50% off here.

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 through the Group’s history (with roots dating back to the late 1800s), where it stands on strategy today, and the opportunities he sees over the next five years.He presents a compelling investment case, discussing the key takeaways for investors from the FY25 results published in April 2026.

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 acquisitions alongside organic expansion, and how proprietary AI could become a value driver in its own right.Kevin also discusses TIAA Insight, the AI technology developed with the University of Essex through an Innovate UK Knowledge Transfer Partnership, and why management is exploring a dedicated AI services subsidiary to leverage the technology across the group and help power the acquisition strategy.

UK Investor Magazine is joined by Lord Peter Ricketts, a retired British senior diplomat and life peer, as he sits down with David Buik and Michael Wilson. In this discussion, Lord Ricketts shares his views on geopolitics, global security, UK-EU relations, and the impact of international affairs on business and financial markets, drawing on decades of experience at the highest levels of British diplomacy.

UK Investor Magazine is joined by Lord Michael Spencer, one of the City’s most successful entrepreneurs of the past 25 years, as he sits down with David Buik and Michael Wilson. In this discussion, Lord Spencer shares his views on financial markets, the economy, and the business landscape, drawing on decades of experience at the forefront of global finance.

The UK Investor Magazine is joined by Tekcapital Executive Chairman Cliff Gross, who unpacks Tekcapital’s 2025 results and progress for their portfolio companies.Cliff walks through the 2025 results, touching on financial performance and the key drivers of portfolio fluctuations.He then introduces Vesari, Tekcapital’s fifth portfolio company, targeting geothermal-powered hyperscale AI data centres. The thesis is that power, not chips, is now AI’s real bottleneck. Cliff explains why geothermal is uniquely suited to the job and how Vesari’s integrated, closed-loop architecture differs from peers. He also explores the funding opportunities for Vesari.The conversation turns to Guident’s IPO and when investors can expect the autonomous vehicle to begin trading on NASDAQ.We finish with an outlook for the year ahead.

In this episode, we speak with Dr Christian Marston, COO of Altilium, about the company’s mission to build a circular economy for EV batteries and critical minerals.Find out more about Altilium here.We explore why battery recycling and supply chain security have become such pressing global issues, and how Altilium’s proprietary “urban mining” technology differs from conventional approaches.The conversation covers the company’s progress to date, including an £18.5 million UK Government grant, strategic backing from SQM, Marubeni and Mizuho Bank, and partnerships with major automotive names including JLR and Nissan.We also discuss the environmental benefits highlighted by independent lifecycle analysis, the scale of the commercial opportunity ahead of upcoming European recycled-content regulations, and the long-term vision for the UK’s circular battery economy.Find out more about Altilium here.