Name: Vox Markets Fund Manager Series: Michael Ulrich of J O Hambro Capital Management
Uploaded: 2023-10-23T09:44:07.089536+00:00
Duration: 4046 s
Channel: Vox Markets

Vox Markets

In this interview, largecap portfolio manager Michael Ulrich of J O Hambro Capital Management takes Vox Markets through his outlook for equities alongside highlighting 19 stock ideas.

00:15 Macro backdrop
03:35 Ashtead
07:20 CRH
09:15 IMI
12:35 Smiths Group
16:20 Utilities: National Grid & SEE
21:30 Anglo American
25:15 AstraZeneca
27:45 Smith & Nephew
32:25 FMCG stocks: Unilever & Diageo
37:35 Inchcape
40:55 BP
42:35 Hargreaves Lansdown
46:20 RELX
49:40 Experian
51:55 NEXT
54:55 Revenge travel beneficiaries: Whitbread & SSP
61:15 Areas that investors may wish to avoid

In this interview, largecap portfolio manager Michael Ulrich of J O Hambro Capital Management takes Vox Markets through his outlook for equities alongside highlighting 19 stock ideas.00:15 Macro backdrop 03:35 Ashtead 07:20 CRH 09:15 IMI 12:35 Smiths Group 16:20 Utilities: National Grid &amp; SEE 21:30 Anglo American 25:15 AstraZeneca 27:45 Smith &amp; Nephew 32:25 FMCG stocks: Unilever &amp; Diageo 37:35 Inchcape 40:55 BP 42:35 Hargreaves Lansdown 46:20 RELX 49:40 Experian 51:55 NEXT 54:55 Revenge travel beneficiaries: Whitbread &amp; SSP 61:15 Areas that investors may wish to avoid

Macro backdrop.

Ashtead (AHT)

CRH (CRH)

IMI (IMI)

Smiths Group (SMIN)

Utilities: National Grid (NG.) & SEE (SEE)

Anglo American (AAL)

AstraZeneca (AZN)

Smith & Nephew (SN.)

FMCG stocks: Unilever (ULVR) & Diageo (DGE)

Inchcape (INCH)

BP (BP.)

Hargreaves Lansdown (HL.)

RELX (RELX)

Experian (EXPN)

NEXT (NXT)

Revenge travel beneficiaries: Whitbread (WTB) & SSP (SSPG)

Areas that investors may wish to avoid.

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/513/006513/video_FMQsDjL.mp4

Vox Markets Fund Manager Series: Michael Ulrich of J O Hambro Capital Management