Vox Markets Fund Manager Series: James Sym of River & Mercantile
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
Disclaimer & 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.