Mark Robinson sits in for Dan Jones this week and is joined by Michael Fahy to discuss building supplier stocks. The sector has had a rough few years with rising inflation and interest rates, and declining demand. Michael explores where the industry goes next.

Alex Newman joins to unpack everything going on with FTSE 250 listed shipbroker Clarkson (CKN) whose share price dropped after it released results.

Julian Hofmann covers the news of Germany’s rearmament. The country faces significant challenges to fund and implement its colossal plan, but stocks are already reaping the benefits.

Last up, Valeria Martinez discusses digital revenues in publishing, specifically focusing on Reach (RCH). Mark and Valeria unpack how its new business plan could impact growth.

Timestamps

5:18 Building suppliers 

15:12 Clarkson

18:51 Germany’s rearmament

26:10 Reach

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