Dan Hanbury, UK Equity Fund Manager at R&M, discusses his outlook for the UK Equities market

River & Mercantile fund manager, Dan Hanbury, talks with Vox Markets about his Outlook for equities, inflation and bond yields as well as discussing his portfolio and other stocks on his watch list.

Outlook for equities, inflation and bond yields (start)
How should investors interpret the reasons Covid variant concerns 10:55
Will the M&A boom continue, including bid approaches for Ultra Electronics, SUMO & Sigma Capital 15:55
Recent IPO investments in tinyBuild & Moonpig 22:00
Fallen angels - Blue Prism 25:05 & Clinigen 28:50
Consumer re-opening plays - Photo-me 31:30, DFS Furniture 34:50, Halfords 38:10 & On The Beach 41:50
Construction & homebuilding stocks with pricing power 44:45 - Tyman 45:45 & Genuit/Polypipe 48:20
Allergy Therapeutics 52:55
Aptitude software  55:20
Any risk to watch? 57:10