BBC Radio Scotland – Amanda Forsyth on “Good Morning Scotland”


Amanda Forsyth – Investment Manager & Business Development

In an outside broadcast from the Edinburgh Festival, Amanda Forsyth and BBC Radio Scotland’s Andrew Black take the temperature of the US economy and its trade relations with Japan; touch on the developing strategy at Pets at Home; discuss the challenges facing Norway’s Wealth Fund in divesting fossil fuel investments; and highlight the industrial relations issues at Ryanair. Andrew also has a go at stand-up comedy. From 51 minutes into the programme.

BBC Radio Scotland – Amanda Forsyth on “Good Morning Scotland”


Amanda Forsyth – Investment Manager & Business Development

Amanda Forsyth and BBC Radio Scotland’s Andrew Black discuss the second-half weighting of blockbuster movies for Cineworld; the proposed name change of Majestic Wine; the impact of Woodford’s woes on Hargreaves Lansdown; and the challenges facing Tulloch’s management team at Aviva. From 51 minutes into the programme.

BBC Radio Scotland – Amanda Forsyth on “Good Morning Scotland”


Amanda Forsyth – Investment Manager & Business Development

Amanda Forsyth and BBC Radio Scotland’s Andrew Black discuss the headwinds that caused Lufthansa to warn on profits; examine Ashtead’s role as bellweather for the US construction industry; list some of the ways Kier is seeking to ‘future proof’ its business; and review the impact on Huawei’s sales – and production – of the US government’s sanctions. At 50 minutes into the programme.

BBC Radio Scotland – Amanda Forsyth on “Good Morning Scotland”


Amanda Forsyth – Investment Manager & Business Development

Amanda Forsyth and BBC Radio Scotland’s Andrew Black examine Uber’s fortunes since it listed in the US; discuss ways that FirstGroup can keep its activist investors happy; the improving trend of advertising at Daily Mail & General; and the likelihood of De La Rue delivering on market expectations, despite losing their passports. At 51 minutes into the programme.

BBC Radio Scotland – Amanda Forsyth on “Good Morning Scotland”


Amanda Forsyth – Investment Manager & Business Development

Amanda Forsyth and BBC Radio Scotland’s Andrew Black take a fast-moving look at FMCG giants Unilever and Reckitt Benckiser; assess whether the history of the Facebook float has informed the pricing of Pinterest; and discuss the balance of pressures on franchisor and franchisees at Domino’s Pizza. At 52 minutes into the programme.

BBC Radio Scotland – Amanda Forsyth on “Good Morning Scotland”


Amanda Forsyth – Investment Manager & Business Development

Amanda Forsyth and BBC Radio Scotland’s Andrew Black review the continued fallout of Debenhams shares as management struggles to make shopping fun again; assesses the ability of Just Eat to deliver on expectations in the face of hot competition; note the short term filip Aggreko enjoys from the Olympics; look forward to Legal & General’s results announcement; and judge PageGroup’s succcess in converting higher consultant numbers into higher sales. At 50 minutes into the programme.

BBC Radio Scotland – Amanda Forsyth on “Good Morning Scotland”


Amanda Forsyth – Investment Manager & Business Development

Amanda Forsyth and BBC Radio Scotland’s Andrew Black compare and contrast Honda’s planning cycle and that of the UK government; debate HSBC’s role as bellweather for US/China relations; look to the long term stay at Intercontinental Hotels; and dig up the details of BHP Group’s results. At 51 minutes into the programme.

BBC Radio Scotland – Amanda Forsyth on “Good Morning Scotland”


Amanda Forsyth – Investment Manager & Business Development

52 minutes into the programme, Amanda Forsyth and BBC Radio Scotland’s Andrew Black dissect the implications – or lack of them – for businesses from last night’s series of Brexit amendment votes; discuss the difficulties faced by Wizz, Norwegian and FlyBe with all those moving parts of an airline business; assess the impact for Apple of cutting the cost of iPhones; and recall the happier times when GDPR was the major news item – albeit one still impacting Royal Mail today.