We begin with Aberdeen’s (ADBN) results, which pleased the market and sent shares up considerably. Julian Hofmann dives into the recent changes at the company and how they will impact investors. Jemma Slingo touches on another asset manager, Schroders (SDR) which also put out results.
It’s then onto this week’s Big Read on the future of mining. Commodities expert and author of the piece Alex Hamer lays out what’s shifting the gears in the industry, and how miners will adapt. Listen to hear about permitting and copper mining operations in the US, gold and rare earths.
Following the announcement the German government will up its defence spending, Julian Hoffman and Dave Baxter discuss the latest in the defence industry and the ETFs that offer investors a chance to take advantage.
Note: The show contains a brief, erroneous mention to Premier African Minerals (PREM). The correct company is Pan African Resources (PAM).
Timestamps
1:48 Aberdeen
8:11 Schroders
13:25 Mining
28:01 Defence
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