(Watch the video interview HERE) In this stock picking masterclass, contrarian fund manager Graham Campbell of River Global shares his thoughts on: 00:00 the outlook for equities and his 3 key investment themes 06:30 Schneider Electric 08:30 Rockwell Automation 10:40 Heidelberg Materials 13:55 Weinerberger 16:50 Saint Gobain 20:10 Caterpillar 22:40 Deere & Company 26:40 Novo Nordisk 30:00 Roche 33:00 AstraZeneca 35:35 Johnson Matthey 38:35 Glencore 40:00 Chevron 41:15 Intel 43:30 Dell Technologies 44:35 CISCO 46:10 HSBC 50:20 UBS 52:45 RELX 55:15 Interpublic #IPG #REL #UBSG #HSBA #CSCO #DELL #INTL #CVX #GLEN #JMAT #AZN #ROG #NOVOB #DE #CAT

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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