In another packed episode, host Dan Jones is joined by Christopher Akers to look at half-year results from car testing company AB Dynamics (ABDP). Can it continue to perform well at a time when the automotive industry is yet again facing a string of pressures, including those dreaded tariffs?

Next up is a look at this week’s Big Read on ‘survivor shares’. James Norrington introduces the thinking behind the piece and discusses the metrics you can use to find companies that will prosper in an uncertain world.

The team then turn to preference shares. While loved by income seekers because of their impressive yields, they may not be long for this world given Aviva’s (AV.) successful attempt to cancel some of its prefs this month. Jemma Slingo discusses the implications and whether investors are being too hasty in voting for the cancellation of these shares.

1:21 AB Dynamics

10:35 Survivor Shares

22:13 Preference shares

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As a wealth preservation fund, Personal Assets aims to generate returns above inflation using a long-term approach. But with uncertainty rife thanks to tariffs, the fund is facing a very “interesting” time.

In our latest IC Interviews episode, Dave Baxter and Charlotte discuss the talk of the town – tariffs. Listen to the episode to hear the pair unpack the fund’s behaviour after the sell-off, why the managers are backing gold, why Charlotte doesn’t believe weight-loss drugs are a threat to alcohol stocks, and more.

This episode was recorded on 14 April.

Timestamps

00:59 How the fund is behaving after the sell-off

4:00 Impact of tariffs on stock markets

8:35 Stock markets the fund is favouring

12:06 US Treasuries

15:44 Sectors to benefit from structural inflation

18:31 Gold

20:51 Food and drink stocks

22:49 Weight-loss drugs and alcohol consumption

26:27 Markets aside from the US

27:28 The aim of the fund

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We begin with results from electronics manufacturer, TT Electronics (TTG). Michael Fahy and Arthur Sants explain how its North American and European divisions have been performing, and how the senior leadership is changing.

Tariffs again, but from a different angle. Arthur Sants, our US correspondent, unpacks how tech stocks Apple (AAPL) and Nvidia (NVDA) are faring, what could happen next and which businesses are best set to prosper.

Last up, Mark Robinson covers motor finance and lender S&U’s (SUS) results. It faces significant uncertainty due to regulatory issues and a Supreme Court ruling taking place in a few months. Mark and Dan explore what it means for the business and its shareholders.

Timestamps

1:30 TT Electronics

10:12 Tariffs and trade

28:21 S&U

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