Vox Markets Fund Manager Series: Kartik Kumar of Artemis

In this highly fascinating interview, fund manager Kartik Kumar of Artemis takes me through the:

Outlook for equites? 00:00
UK banks: Natwest & Lloyds. 06:31
Megacap tech: Google & Meta. 13:27
Nintendo. 20:29
Integrated oil & gas majors: Shell & BP. 25:13
UK Housebuilders: Bellway, Berkeley, Barratts & Redrow. 28:06
Consumer: Frasers. 36:36
Low cost airlines: Easyjet & Ryanair. 42:18
Capital markets providers: Plus500, Hargreaves Lansdown and London Stock Exchange. 48:06
Healthcare – GSK & Haleon. 54:44
Online food delivery platforms: Just Eat & Delivery Hero. 61:01