Macro Investing Masterclass with James Bevan – Chief Investment Officer at CCLA, Colin McLean – CIO at SVM Asset Management, and James Athey Fund Manager of AberdeenStandard
Time line for stocks & bonds mentioned
JP Morgan 22:10
Taylor Wimpey & Persimmon 30:10
Genus & Kainos 30:30
Shell 31:20
Ceres Power & ITM Power 32:10
Blue Prism 33:40
Aveva 34:10
US TIPS & UK index linked gilts 37:00
Kering 38:50
CRH & Smurfit Kappa 40:00
AO World 40:30
M&S 40:50
HSBC & Standard Chartered 46:30
