Vox Markets Fund Manager Series – Q&A with Amati Global Investors fund manager, Dr Paul Jourdan

In this fascinating interview, Uber smart investor Paul Jourdan of Amati Global runs through 19 tremendous stock ideas, alongside providing his latest thoughts on the macro economic & geopolitical climate.

00:00 Outlook for equities.
04:30 Economic soft landing, or mild/severe recession?
06:10 Will there be a ceasefire in Ukraine?
09:05 One attractive sector
10:35 M&A activity.
13:30 Ensilica #ENSI & might China invade Taiwan?
21:20 Strip Tinning #STG
23:55 Zenova #ZED
28:25 Verici DX #VRCI
30:20 Cake Box #CBOX
33:40 NCC #NCC
37:05 S4 Capital #SFOR
38:55 Begbies Traynor #BEG & FRP Advisory #FRP
41:25 Saietta #SED
44:20 Intelligent Ultrasound #IUG
45:40 Science in Sport #SIS
48:20 Getech #GTC
52:55 Equals #EQLS
54:00 tinybuild #TBLD
55:35 Belvoir #BLV
57:25 Brooks MacDonald #BRK
58:30 Fusion Antibodies #FAB
01:02:00 Rosslyn Data Tech #RDT
01:05:30 is the market bottoming?

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