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Fund Manager interview with Paul Jourdan, CEO of Amati Global
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In this interview with 'All-Star' fund manager Paul Jourdan of Amati Global, Paul takes me through how he sees the equity markets along with which themes, sectors and importantly stocks he likes going forward. Not to be missed.
Outlook for equities. Start
04:00 What’s the likelihood of a Russian invasion of Ukraine?
05:20 How long will the stock market turbulence last?
07:40 Likewise, will the M&A theme continue (eg Air Partner)?
Stocks mentioned include:
08:45 Halfords.
11:50 Auction Technology
13:40 Victoria Plumbing
16:45 Saietta
20:50 Equals
22:20 Cake Box
24:25 Tristel.
27:00 IXICO
30:20 Polarean Imaging.
33:55 Amryt Pharma
35:55 Ergomed
36:35 ECO Animal Health
37:25 Sensyne Health
39:55 UK housebuilders Vistry & Gleeson
44:00 Verici & Trellus.
45:15 What risks to monitor going forward?
Outlook for equities. Start
04:00 What’s the likelihood of a Russian invasion of Ukraine?
05:20 How long will the stock market turbulence last?
07:40 Likewise, will the M&A theme continue (eg Air Partner)?
Stocks mentioned include:
08:45 Halfords.
11:50 Auction Technology
13:40 Victoria Plumbing
16:45 Saietta
20:50 Equals
22:20 Cake Box
24:25 Tristel.
27:00 IXICO
30:20 Polarean Imaging.
33:55 Amryt Pharma
35:55 Ergomed
36:35 ECO Animal Health
37:25 Sensyne Health
39:55 UK housebuilders Vistry & Gleeson
44:00 Verici & Trellus.
45:15 What risks to monitor going forward?
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