Vox Markets Fund Manager Series: Michael Ulrich of J O Hambro Capital Management
Episode 1677, Oct 23, 2023, 10:41 AM
(Watch the video interview HERE)
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 #AHT
07:20 CRH #CRH
09:15 IMI #IMI
12:35 Smiths Group #SMIN
16:20 Utilities: National Grid #NG. & SEE #SEE
21:30 Anglo American #AAL
25:15 AstraZeneca #AZN
27:45 Smith & Nephew #SN.
32:25 FMCG stocks: Unilever #ULVR & Diageo #DGE
37:35 Inchcape #INCH
40:55 BP #BP.
42:35 Hargreaves Lansdown #HL.
46:20 RELX #RELX
49:40 Experian #EXPN
51:55 NEXT #NXT
54:55 Revenge travel beneficiaries: Whitbread #WTB & SSP #SSPG
01:01:15 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 #AHT
07:20 CRH #CRH
09:15 IMI #IMI
12:35 Smiths Group #SMIN
16:20 Utilities: National Grid #NG. & SEE #SEE
21:30 Anglo American #AAL
25:15 AstraZeneca #AZN
27:45 Smith & Nephew #SN.
32:25 FMCG stocks: Unilever #ULVR & Diageo #DGE
37:35 Inchcape #INCH
40:55 BP #BP.
42:35 Hargreaves Lansdown #HL.
46:20 RELX #RELX
49:40 Experian #EXPN
51:55 NEXT #NXT
54:55 Revenge travel beneficiaries: Whitbread #WTB & SSP #SSPG
01:01:15 Areas that investors may wish to avoid.