The UK Investor Magazine was thrilled to welcome Michael Field, Chief Equity Market Strategist EMEA at Morningstar, back to the podcast to explore the German election and the potential impact on equities.

We start by looking at the major influences on the German elections, including immigration and cost of living, and the consensus regarding possible results. Michael outlines investor positioning going into the election and what the main policies investors should be aware of.

We explore the sectors that could benefit most, and Michael highlights individual stocks his team have picked out as possible beneficiaries of the election.

Elections can dramatically impact equities, and we look at possible market reactions and how the base case result impacts German elections in the immediate and longer-term reaction.

To finish off, we explore the alternative scenario in the case Merz’s CDU is not the biggest party and what the fallout could be.

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The UK Investor Magazine was thrilled to welcome Niall Pearson, Director of Hybridan, to the podcast to lift the lid on two exciting small caps: Physiomics and MediaZest.

Physiomics is a leading oncology consultancy that leverages advanced computational modelling and simulation to optimise drug development. The company has supported over 100 commercial projects spanning discovery, pre-clinical and clinical studies. Through their Model Informed Drug Development approach, Physiomics helps biotechnology and pharmaceutical companies make more informed decisions and streamline their development processes.

MediaZest specialises in providing cutting-edge audio-visual solutions, with a particular focus on digital signage and audio systems for prominent retailers, brand owners and corporations. The company offers a comprehensive end-to-end service, encompassing everything from initial content creation and system design through to installation, technical support and ongoing maintenance, positioning itself as an integrated solutions provider in the audio-visual sector. The company is increasing recurring revenues and expects to become EBITDA-positive in the near term.

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The UK Investor Magazine was delighted to welcome Dr Clifford Gross, CEO of Tekcapital, back to the podcast to delve into the technology incubator’s 2024 portfolio results and what could be in store in 2025.

We start by reviewing the portfolio’s performance in 2024, paying particular attention to the impact of MicroSalt and GenIP’s IPOs.

Dr Clifford Gross outlines plans for Guident’s proposed NASDAQ listing and what it means for Tekcapital’s overall strategy.

We finish by exploring the roadmap for Tekcapital to return net asset value growth to shareholders via special dividends.

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