Timestamps
Graham Campbell of River Global Investors kindly shares his thoughts on:
00:00 the outlook for equities and 3 key investment themes
06:30 Schneider Electric
08:30 Rockwell Automation
10:40 Heidelberg Materials
13:55 Wienerberger Brick
16:50 Saint-Gobain
20:10 Caterpillar Inc.
22:40 John 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 Corporation
43:30 Dell Technologies
44:35 Cisco
46:10 HSBC
50:20 UBS
52:45 RELX
55:15 Interpublic Group
