Duration: 35:19

Wayne Peters, Chief Investment Officer, and Nathan Bell, Head of Research provide their views on world markets and explain the investment case for new additions to the portfolio.

Stocks discussed include: ING Groep, Lloyds Banking Group, Metro Bank, Mediobanca, Baidu, JD.com, Tencent and Fairfax India.

The investment update was held on 18 July 2017.

 

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