Wise, Halma & Rishi's Manifesto

Playing FTSE

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► Episode Notes:

What’s Steve D doing this week? Don’t find out on this wek’s PlayingFTSE Show!

It’s been a bruising week in the markets for both Steve and Steve, with UK stocks struggling as interest rate cuts are delayed. But they’re here to talk about itwith everyone.

With the election on the horizon, Steve D has been taking a look at some manifestoes. We’re starting this week with the Conservative Party and what they’re planning.

There are plans for National Insurance, defence, education, and energy. A lot have been trailed in advance, but do any of them resonate with Steve and Steve?

Halma is one of Steve W’s favourite UK stocks and it reported its full-year results this week. The stock is up 12% as earnings look positive, but is a P/E ratio of 40 too much to pay?

High-performing conglomerates can be great investments, but they tend to slow down over time. So is Halma anywhere near that point, or is the company’s growth just speeding up?

Wise is a stock that has confused the Steves before. Last time it provided an update, the stock went down but it wasn’t entirely clear why – and it’s doing it again…

Interest income is high with interest rates up. But with the stock now at 75% of its IPO price, at what point does it become a bargain that’s too good to pass up?

Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

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► Timestamps:

0:00 Intro & How’s Your Week Been?

9:48 Tory Manifesto

33:12 Halma

47:21 Wise

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

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