Top 50 Funds, GSK & Mondi: The Companies and Markets Show
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Top 50 Funds, GSK & Mondi: The Companies and Markets Show
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About this listen
We start with last week’s Big Read, our annual Top 50 Funds. Dave Baxter shares his thoughts on compiling the list, its structure and the changes made to this year's edition.
GSK (GSK), a company featured in our latest Special Report this week, Income Majors, is next. Its dividend level is not as high as it has been, but it is expected to tick up. Julian Hofmann unpacks its valuation, the possible buybacks on the table, what it's doing to boost sales and more.
Last up, it’s Mondi (MNDI), the packaging and paper company, which has had a tough year. Valeria Martinez covers the reasons, what it's doing during the slump it's experiencing and when investors can expect a recovery.
Timestamps
1:30 Top 50 Funds
14:13 GSK
26:17 Mondi
Read stories mentioned in the show:
IC Top 50 Funds: the best ones to buy
Income Majors 2025: How the UK’s biggest dividend payers are faring
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