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 (RLX)
49:40 Experian (EXPN)
51:55 NXT (NXT)
54:55 Revenge travel beneficiaries: Whitbread (WTB) & SSP (SSPG)
61:15 Areas that investors may wish to avoid
Vox Markets Fund Manager Series: Michael Ulrich of J O Hambro Capital Management
Oct 23, 2023Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.