• The great rotation, the ultra-rich & Close Brothers: The Companies and Markets Show

  • Mar 21 2025
  • Length: 30 mins
  • Podcast

The great rotation, the ultra-rich & Close Brothers: The Companies and Markets Show

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  • Summary

  • Dan Jones is joined by Alex Newman and Julian Hofmann to discuss the shift away from US shares towards Europe and even the UK – and the implications for investors.


    Next up, Alex Newman breaks down his Big Read this week on how the ultra-rich invest and what more humble investors can learn from their investing practices.


    Lastly we turn our attention to UK company reporting and specifically Close Brothers (CBG), whose results this weekprompted a sell-off, with the shadow of motor finance rulings lingering over the company.


    1:29: The great rotation

    16:50: The Big Read: Ultra-rich Investors

    23:51: Close Brothers

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