Midterms vs markets, what’s next for Primark and infrastructure: Companies and Markets Show

This week’s episode begins with the sweeping Democratic gains in the US midterm elections, with voters delivering a harsh verdict on President Donald Trump and his Republican Party.

But what does the tsunami of blue mean for markets? Alpha editor James Norrington is in the studio to look at the dollar, US Treasuries, gold and what comes next for investors.

Company results season is warming up with several big names reporting in recent days. Erin Withey has the details on Associated British Foods (ABF) after its share price struggled, led by a drag from sugar and its Primark clothing arm.

Finally, we turn to our Big Read and explain how to take advantage of the infrastructure opportunity. Val Cipriani helps investors understand this broad asset class and offers answers to the all-important question of which stocks and funds to buy.

Timestamps:

00:00 Introduction

01:18 Midterms vs markets

05:53 ABF

12:28 How to invest in the infrastructure opportunity

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