Peel Hunt Insights

Greg Jackson founded Octopus Energy just over 10 years ago. Not many people have founded 2 mega-unicorns concurrently but this is what Greg & team have achieved with Octopus and Kraken. We discuss the scale of ambition, the competitive advantages, the brand resonance and focus oncontinuous innovation. We also discuss the energy market, net zero, electrification and how we can reduce the cost o...

A lot of food for thought from talking with Andrew Griffith(Shadow Secretary of State for Business & Trade). Andrew has a real differentiation to most politicians as he has had senior roles in two UK listed companies (Sky and JustEat). We discuss the challenges facing the UK as well as potential policies to stimulate growth and address the fiscal deficit. Key areas we talk about include rollin...

The NWF has £28bn of capital and a mission to support thegovernment’s growth and clean energy policy, crowd in private funding and generate a return for the taxpayer. We discuss the opportunities, challenges and role of the NWF in supporting investment and unlocking capital. We discussWe discuss some recent projects including expansion of ports,  investment in small modular reactors, developing cr...

In this podcast, Peel Hunt's Insurance Analyst, Andreas Van Embden, talks with Markus Gesmann and Quentin Moore, the founders of Insurance Capital Market Research, and they discuss the outlook for the Lloyd’s insurance market. Both Quentin and Markus were instrumental in setting up the performance management team within Lloyd’s and provide a thorough analysis of the state of the Lloyd’s market, th...

In this podcast with Charles Myers, chairman and founder of Signum Global Advisors, we discuss scenarios for the Iran war, the broader outlook for US geopolitical and trade policy, the global strategic position of the US in its 250 anniversary, a look ahead to the mid-term elections, what the new chair of the Federal Reserve could mean for the US economy and markets, and the future of MAGA as well...

Czarnikow (CZ) is a global supply chain solutions company, which partners with a broad range of the largest global consumer companies. This gives deep insight into supply chain challenges. In this podcast with Will Rook (CZ CEO), we discuss the current situation and how to manage complexity, risk and pricing across a broad range of core commodities in extreme conditions. It is clear that the impac...

Private capital is an increasingly important part of the UKeconomy and the financial ecosystem. UK Private Capital (previously called BVCA) is the industry body for the sector and has done a first-class job highlighting the benefits of the sector to policymakers and regulators. The UK is a leader in private capital and we need to ensure that the sector thrives,particularly as it employs 2.5m peopl...

In this podcast with Kallum Pickering, our Chief Economist, and Kieron Hodgson from our mining team, we discuss the economic and political drivers of the surge in minerals prices, notably gold and silver. This is happening in minerals which are stores of value as well as critical components in new technologies, such as AI and EV, as well as broader industries. There is a marked shift in views on r...

In this podcast, Charles Hall discusses the recent extraordinary events in Venezuela with Sam Wahab, Peel Hunt’s Oil & Gas analyst. We dive into how oil (particularly heavy oil) has played an important role in the US’ actions in terms of energy security and geopolitical stability. We also discuss what a renewed Venezuelan oil industry may look like with US and foreign investment, and the poten...

Chancellor Rachel Reeves’s second budget is one full of political compromises that can keep her in office, but does little to address fundamental economic issues. The budget does little to seriously tackle sluggish growth, low confidence, or a bloated public sector financed by a distortive tax system. However, unlike with last year’s NICs increase, the budget does not seem to contain any serious i...

Paul Johnson (CBE) - Director of the Institute for Fiscal Studies and Provost of The Queen's College, Oxford. Johnson began his career at the Institute for Fiscal Studies (IFS) from 1988–1998, rising to deputy director, then held senior government roles including chief economist at the Department for Education and Skills and at HM Treasury (2000–2007). Johnson is a Times columnist and wrote th...

Michelle Ostermann’s role as CEO of the Pension Protection Fund (PPF) puts her at the heart of discussions on the UK pension system. Her knowledge of the Canadian system and position as Chair of the International Centre for Pension Management makes her ideally placed to take the UK market forwards to the benefit of pensioners, savers and economicgrowth. The PPF has been a vital backstop to the UK’...

Moneybox is one of the rising fintech stars inthe UK. The business now has >1.5m customers, is profitable and is growing rapidly. In this podcast with Brian Byrnes, Head of Personal Finance at Moneybox, we discuss the growth in the business and what differentiates the company’s customer offer. Moneybox is a leading player in ISAs and pensionconsolidation. We chat through the current debate on C...

The CMA investigation into the UK veterinary industry has been prolonged and painful, but the outcome is now largely in-place. In this podcast with Richard Fairman (CEO) and Charlotte Page (Group Investor Relations & Financial Controller) of CVS Group, we discuss the initial findings from the CMA and timings from here. Importantly the company (and the industry) can get back to focusing on vete...

Richard Moriarty is CEO of the Financial Reporting Council (FRC), which is responsible for regulation of auditors, accountants and actuaries as well as setting the Corporate Governance and Stewardship Codes. Richard has ensured that growth and competitiveness is at the forefront of the FRC’s strategy and stressed the importance of Boards taking ownership of their decisions as well as cutting back...

In this podcast, Charles Hall discusses the sea change in UK defence with Andrew Humphrey, Peel Hunt’s aerospace & defence analyst. A major frigate deal with Norway and potential orders from Denmark and Sweden are serious votes of confidence in UK capabilities and show theimportance of strategic alliances. The UK increasingly looks a long-term winner from increased spend and this can be a long...

Sarah Pritchard is Deputy CEO of the FCA and has been a driving force behind the comprehensive package of reforms to improve capital markets. In this podcast we discuss the priorities of the FCA, the focus and delivery of the competitiveness and growth agenda and the desire to be a smarter regulator. We also address attitude to risk and stability and the importance of enabling consumers to have ap...

🎙️ Our Head of Research, Charles Hall , sits down with Philip Belamant , CEO & Co-Founder of Zilch , for a compelling discussion on building enduring FinTechs from within aregulated environment. 💡 Topics covered include: Why the UK remains a global leader in FinTech innovation 🌍 The role of the Unicorn Council for UK FinTech in shaping policy 🦄 Insuring London is the obvious IPO destination...

Peel Hunt IPO Speedometer – in this podcast we discuss thehealth of the UK IPO market. We are still some way from a fully open UK IPO market and there has been limitedrecent transaction activity. However, we are encouraged by a number of indicators turning positive and our speedometer has revved up from 22mph to 27mph.

Richard Oldfield is CEO of Schroders, one of theUK’s largest asset managers with $1tn of AuM. Schroders operates in both public and private markets and is playing a central role in developing investment vehicles for pension funds to support the growth of the UKs private businesses. We discuss the importance of active fund management for the effective functioning of equity capital markets, the cent...

Jim O’Neill is a crossbench peer in the House of Lords, chair of Northern Gritstone, and chair of the Northern Powerhouse Partnership. His previous roles include joint head of research at Goldman Sachs, chief economist, and chairman of its Asset Management division, as well as commercial secretary to the Treasury. We discuss how the BRICs—an acronym Jim coined in 2001—have developed over the past...

In this podcast we discuss the recent Israel/Iran conflict andits impact on global energy markets. The initial upswing in energy prices following Israeli attacks on Iranian nuclear infrastructure now appear to have abated as the market refocuses on ample supply and slow demand. However, recent developments reinforce the volatile times we inhabit, where de-escalation remains uncertain. 

Jordan Sinclair is the President of RobinhoodUK, which is a rapidly growing platform for active traders. We discuss the mission to democratise retail investment, the low-cost offer and the scale of growth. Robinhood currently focuses on US shares, options and crypto, but will be adding ISAs, SIPPs and international shares. The company has a goal to bethe leading platform for active traders.

The Lord Mayor plays a central role in promoting and enhancing the City. The Mansion House Accord is a great example where Alastair King has played a key role in encouraging pension funds to increase investment in growth assets and the UK. There is much more to come with thePension and ISA review and the Industrial Strategy and Mansion House Speech in the Summer. We discuss the importance of the r...

Interview with Jorgen Kokke, CEO of Genus, the world’s leading animal genetics company. Genus has received FDA for a gene edited pig which is resistant to the PRRS virus. This is a highly transmissible virus that causes death in pigs and costs US producers $1.2bn per annum. This is breakthrough technology which could (in time) transform both the global pig industry and Genus.