In this investing masterclass, accomplished UK fund manager Paul Jourdan of Amati Global takes me through his view of the markets and latest thoughts on 14 stock ideas.

00:00 Equity outlook

03:00 When will there be a peace agreement between Ukraine and Russia?

05:50 Chemring

10:55 Qinetiq

12:20 Ashtead Technology

17:10 Serica Energy

21:20 Petrotal

23:55 Big Technologies

29:10 Kainos

34:40 Trainline

41:00 Greatland Gold

47:40 Hochschild

50:20 Tracsis

53:25 GB Group

58:25 Mercia Asset Management

61:40 Favourite stock idea for 2026. BOKU