The episode begins with Alex discussing the housebuilding sector. He and Dan unpack Barratt’s (BDEV) recent trading update, whether investors should expect more M&A, and planning proposals from the new government.
Julian follows up by analysing student accommodation provider Unite’s (UTG) seemingly positive trading update. He explores the investment case given the weakening relationship between international students and universities’ finances, and how planning changes could affect the sector.
Last on the agenda is our annual ETF best-buy list. Dave Baxter explains the thinking behind the collection of funds, changes made for 2024, why investors should be wary of thematic ETFs and more.
Timestamps
1:30 Housebuilders
16:17 Unite
27:45 Top 50 ETFs
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