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On this morning’s Vox Markets live, I was delighted again to speak to legendary UK small/midcap fund manager Gervais Willaims of Premier Miton– including:
00:00 Investment approach & outlook for equities.
05:15 Yü Group PLC
07:30 Zephyr Energy
10:25 Supreme
12:35 Elecosoft
15:10 Inspiration Healthcare
18:40 Galliford Try
21:10 Lords GroupTrading
23:20 CMC Markets
26:50 CML Microsystems
29:55 Cyan Connode
34:45 Re-patriating money from frontier markets
36:30 Invinity Energy
39:35 Journeo
40:50 Concurrent Technologies
43:15 Sectors that may underperform
45:40 Thoughts on M&A, delisting and IPO activity
