In this interview, European fund manager James Sym of River & Mercantile takes Vox Markets through 19 stocks ideas.
00:00 Outlook for equities
05:40 Novo Nordisk
11:20 Roche
14:55 Sanofi
16:10 ASML Holdings
18:10 BE Semiconductor
24:25 Air Liquide
26:55 Metso
33:45 Sensirion
38:45 Airbus
43:15 Stellantis & Renault
49:40 FMCG stocks: Nestle & Carlsberg
53:50 Luxury sector: LVMH, EssilorLuxottica, Swatch & Rémy Cointreau
59:35 Banks: UBS & Swedbank
66:50 What investors should avoid doing
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