On the Couch
Marcus Padley and Henry Jennings sit down with fund managers, CEOs, investors, and industry professionals to discuss markets, strategy, risk, and decision-making.
Long-form conversations focused on how experienced investors think – through cycles, volatility, and changing conditions.
No sales pitch. Just insight.
On the Couch
On the Couch with Jonathon Higgins (Unified Capital Partners): Stocks, Sectors and Standouts
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Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings is catching up with Jonathon Higgins, Head of Research at Unified Capital Partners.
Congratulations to Jonathon on some of his calls last year – some absolute belters. He's well-known to regular listeners of this podcast.
In this episode, it's all about stocks and themes.
Talking Points
- What did we learn in the last financial year?
- How do you see 25/26 working out?
- What sectors should we be looking at?
- What are your favourite stocks at the moment?
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