Name: the outlook for equities and his 3 key investment themes
Uploaded: 2024-02-13T10:00:18.517221+00:00
Duration: 3680 s
Channel: Vox Markets
Description: the outlook for equities and his 3 key investment themes

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/007/091/007091/video_rtagNVw.mp4#t=0

Vox Markets

the outlook for equities and his 3 key investment themes

Schneider Electric - Vox Markets Fund Manager Series: Graham Campbell of River Global

Rockwell Automation - Vox Markets Fund Manager Series: Graham Campbell of River Global

Heidelberg Materials - Vox Markets Fund Manager Series: Graham Campbell of River Global

Weinerberger - Vox Markets Fund Manager Series: Graham Campbell of River Global

Saint Gobain - Vox Markets Fund Manager Series: Graham Campbell of River Global

Caterpillar - Vox Markets Fund Manager Series: Graham Campbell of River Global

Deere & Company - Vox Markets Fund Manager Series: Graham Campbell of River Global

Novo Nordisk - Vox Markets Fund Manager Series: Graham Campbell of River Global

Roche - Vox Markets Fund Manager Series: Graham Campbell of River Global

AstraZeneca - Vox Markets Fund Manager Series: Graham Campbell of River Global

Johnson Matthey - Vox Markets Fund Manager Series: Graham Campbell of River Global

Glencore - Vox Markets Fund Manager Series: Graham Campbell of River Global

Chevron - Vox Markets Fund Manager Series: Graham Campbell of River Global

Intel - Vox Markets Fund Manager Series: Graham Campbell of River Global

Dell Technologies - Vox Markets Fund Manager Series: Graham Campbell of River Global

CISCO - Vox Markets Fund Manager Series: Graham Campbell of River Global

HSBC - Vox Markets Fund Manager Series: Graham Campbell of River Global

UBS - Vox Markets Fund Manager Series: Graham Campbell of River Global

RELX - Vox Markets Fund Manager Series: Graham Campbell of River Global

Interpublic - Vox Markets Fund Manager Series: Graham Campbell of River Global

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 Caterpillar
22:40 Deere & Company
26:40 Novo Nordisk
30:00 Roche
33:00 AstraZeneca
35:35 Johnson Matthey
38:35 Glencore
40:00 Chevron
41:15 Intel
43:30 Dell Technologies
44:35 CISCO
46:10 HSBC
50:20 UBS
52:45 RELX
55:15 Interpublic

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 Caterpillar 22:40 Deere &amp; Company 26:40 Novo Nordisk 30:00 Roche 33:00 AstraZeneca 35:35 Johnson Matthey 38:35 Glencore 40:00 Chevron 41:15 Intel 43:30 Dell Technologies 44:35 CISCO 46:10 HSBC 50:20 UBS 52:45 RELX 55:15 Interpublic

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/007/091/007091/video_rtagNVw.mp4