Vox Markets Fund Manager Series: Chris Rossbach of J. Stern & Co.
Episode 1357, Apr 24, 2023, 01:06 PM
World Stars Global Equity Fund only invests in the very best stocks within the most attractive sectors. Find out here from Chris Rossbach, CIO at J. Stern, which opportunities currently look interesting.
Outlook for equities 00:00
Are valuations sensible? 02:30
Where not to invest.
Nvidia. 05:05
ASML. New position. 09:35
Meta/Facebook. 12:55
Salesforce. 15:35
Amazon. 19:05
Alphabet. 23:30
Diageo. 27:35
LVMH, Nestle & long term investing. 30:35
Roche & healthcare. 33:40
Tax benefits of fund investing. 37:35
Walt Disney & consumer resilience. 40:55
Importance of management. 47:55
Raytheon, defence & commercial aerospace. 49:25
Otis Worldwide. 55:15
Which sectors to avoid. 61:05
How to invest in the World Stars fund. 65:50
Outlook for equities 00:00
Are valuations sensible? 02:30
Where not to invest.
Nvidia. 05:05
ASML. New position. 09:35
Meta/Facebook. 12:55
Salesforce. 15:35
Amazon. 19:05
Alphabet. 23:30
Diageo. 27:35
LVMH, Nestle & long term investing. 30:35
Roche & healthcare. 33:40
Tax benefits of fund investing. 37:35
Walt Disney & consumer resilience. 40:55
Importance of management. 47:55
Raytheon, defence & commercial aerospace. 49:25
Otis Worldwide. 55:15
Which sectors to avoid. 61:05
How to invest in the World Stars fund. 65:50