(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