The Vox Markets Podcast 2093: Small-cap Investing with Paul Hill and Paul Scott
May 8, 2025
This week, Paul Scott, a UK equity analyst and small-cap investing expert, joins for an in-depth discussion on stock opportunities. They delve into the ramifications of recent US and UK interest rates on investments and analyze specific companies like Gulf Marine Services and Victrex. The conversation highlights the significance of robust management in navigating market fluctuations and the prospects within sectors like offshore wind. Insights also cover cybersecurity challenges and small-cap resilience amidst broader economic influences.
AI Snips
Chapters
Transcript
Episode notes
Anticipated Rate Decisions Spark Bullish Drift
- The UK and US interest rate decisions were widely expected and did not surprise markets.
- The small cap market shows signs of a bull run despite recent macroeconomic uncertainties.
Wait for Quality Management Impact
- When quality companies face management shakeups, strong leadership can boost confidence and share price.
- Patience with turnaround plays like Big Technologies can be rewarding when fundamentals remain solid.
Tariff Anxiety Temporarily Inflates Renishaw
- Renishaw demonstrates resilience with strong margins despite tariff uncertainties.
- Market reactions may reflect anticipation of trade deals more than fundamental changes.