We begin with well-loved pastry seller Greggs (GRG), which suffered a downturn in sales per its latest trading update. Julian Hofmann explains the reasons for this, from heatwaves to competition from supermarkets, and what investors should make of it.

It’s then on to our Big Read on undervalued UK tech stars. Many of our home-grown companies have a lot to offer, but investors favour the US big names instead. Valeria Martinez and Mark Robinson look at the causes behind this, the “mindset gap”, and overlooked intellectual property.

Lastly, Julian Hofmann rejoins to unpack Watches of Switzerland (WOSG), which has taken a hit to margins thanks to tariffs. The retailer’s sales growth is ticking up, but the market still seems spooked. Mark and Julian discuss what issues are keeping investors cautious.

Timestamps

2:46 Greggs

9:25 Undervalued UK tech

15:54 Watches of Switzerland

Read more on these topics:

Star British tech stocks hiding in plain sight

Watches of Switzerland boosted by luxury jewellery but margin outlook disappoints

Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube

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We begin the show with this week’s big companies news, that Shell (SHEL) was reported to be in early-stage talks to buy BP (BP.). Shell has denied the report, from the Wall Street Journal, but speculation continues. Dan Jones is joined by news editor Alex Hamer to get to the bottom of it.

Next, we discuss how behavioural finance can make you a better investor. Val Cipriani has delved into the field for her latest article, and shares some practical tips that can drastically improve your returns.

Lastly we turn to beleaguered asset manager Liontrust (LIO), which has been struggling with outflows for some time – Mark Robinson and Julian Hofmann join the show to share their assessment of its latest full-year results.

Timestamps

1:22 Shell/BP

16:04 How to be a better investor

27:50 Liontrust

Read more on these topics:

Shell denies BP merger talks

How to be a more effective investor

Liontrust waves goodbye to £5bn in managed assets

Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube

Hosted on Acast. See acast.com/privacy for more information.