Gervais Williams talks about Miton group plc, the changes in worldwide markets and the opportunities that may bring.
Introduction – 00:20
Productivity growth flatlining -01:15
Why have the markets done so well? - 01:50
The effect of low interest rates - 4:08
Misallocation of capital - 5:07
Zombie companies – 07:37
Risk - 08:46
Productivity & the change of social & political attitudes - 09:40
Global liquidity changing & risk management - 11:33
The opportunities - 12:32
Conclusions - 14:52
About Miton Group - 15:00
Fund strategies - 15:57
Interim results 2017 - 17:46
Underlying profitability - 18:55
Income Statement – 19:38
Cash – 20:14
Summary - 20:47
Q&A - 21:40
Mifid 2 – 21:42
Paying for research? - 23:50
Margins outlook - 24:54
Zombie consumers (economic outlook) - 25:44
M&A? - 29:03
Large institutions investing in small caps - 30:15
Energy costs & tech innovation - 33:00
