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In this investing masterclass, accomplished UK fund manager Nick Hawthorn of Downing takes me through his view of the markets and latest thoughts on 15 stocks:

00:00 Equity outlook & consumer stocks
05:00 Gym Group 
11:40 Avingtrans 
20:35 Volex 
26:40 Eagle Eye 
29:40 Tracsis 
34:10 Fonix 
40:15 AB Dynamics 
48:55 Yougov 
58:50 Restore 
1:02:05 Cohort 
1:06:20 SRT Marine 
1:12:00 AEP Plantations 
1:18:20 James Latham 
1:21:40 Springfield Properties 
1:24:10 Optima Health
1:30:05 Favourite stock ideas for next 12 months. Volex  & Yougov