Time stamps
00:15 Macro backdrop.
03:35 Ashtead Group Plc
07:20 CRH
09:15 IMI
12:35 Smiths Group plc
16:20 Utilities: National Grid & SSE plc
21:30 Anglo American
25:15 AstraZeneca
27:45 Smith+Nephew
32:25 FMCG stocks: Unilever & Diageo
37:35 Inchcape plc
40:55 bp
42:35 Hargreaves Lansdown
46:20 RELX
49:40 Experian
51:55 Next
54:55 Revenge travel beneficiaries: Whitbread Plc & SSP Group plc
61:15 Areasvthat investors may wish to avoid.
Disclosure: I was paid by Vox markets to interview Michael Ulrich
