Vox Markets Fund Manager Series: James Sym of River & Mercantile
Episode 1716, Nov 22, 2023, 02:22 PM
In this interview, European fund manager James Sym of River & Mercantile takes Vox Markets through 19 stocks ideas.
00:00 Outlook for equities
05:45 Novo Nordisk
11:25 Roche
14:50 Sanofi
16:15 ASML Holdings
18:15 BE Semiconductor
24:30 Air Liquide
27:00Metso
33:50 Sensirion
38:50 Airbus
43:20 Stellantis & Renault
49:45 FMCG stocks: Nestle & Carlsberg
53:55 Luxury sector: LVMH, EssilorLuxottica, Swatch & Rémy Cointreau
59:40 Banks: UBS & Swedbank
66:55 What investors should avoid doing
00:00 Outlook for equities
05:45 Novo Nordisk
11:25 Roche
14:50 Sanofi
16:15 ASML Holdings
18:15 BE Semiconductor
24:30 Air Liquide
27:00Metso
33:50 Sensirion
38:50 Airbus
43:20 Stellantis & Renault
49:45 FMCG stocks: Nestle & Carlsberg
53:55 Luxury sector: LVMH, EssilorLuxottica, Swatch & Rémy Cointreau
59:40 Banks: UBS & Swedbank
66:55 What investors should avoid doing