In this investing masterclass, accomplished UK fund manager Nick Hawthorn of Downing walks me through his view of the markets and latest thoughts on 11 stocks:



00:00 Equity outlook & stock selection process.

06:55 How to deal with the occasional major portfolio shock

08:00 Inspecs

15:15 Kitwave

21:35 Cohort

28:15 SigmaRoc

32:20 Avingtrans

37:55 Ashtead Technology

41:50 What happens when AIM stocks move to the main market (re forced sellers)?

46:00 Brave Bison

51:55 1Spatial

55:45 Tracsis

58:15 Eagle Eye

61:10 Favourite stock idea for next 1-2 years. Volex