Name: Revenge travel beneficiaries: Whitbread (WTB) & SSP (SSPG)
Uploaded: 2023-10-23T09:44:07.089536+00:00
Duration: 4046 s
Channel: Vox Markets
Description: Revenge travel beneficiaries: Whitbread (WTB) & SSP (SSPG)

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/513/006513/video_FMQsDjL.mp4#t=3295

Vox Markets

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

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)

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 & 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

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