In this stock picking masterclass, contrarian fund manager Graham Campbell of River Global shares his thoughts on:
00:00 the outlook for equities and his 3 key investment themes
06:30 Schneider Electric
08:30 Rockwell Automation
10:40 Heidelberg Materials
13:55 Weinerberger
16:50 Saint Gobain
20:10 …
Fund Manager
Money
Investing
Stocks to Follow
Main Market
capital markets
Stock picking
River Global
Graham Campbell
equities outlook
SU
ROK
HEI
WIE
SGO
CAT
DE
NOVOB
ROG
AZN
JMAT
GLEN
CVX
INTL
DELL
CSCO
HSBA
UBSG
REL
IPG
