Gervais Williams Presentation at Redleaf breaking the mould capital markets day

Gervais Williams gives a fascinating lecture based on his book The Retreat of Globalisation.

Introduction – 00:24
Compression of bond yields – 3:03
Increase in the rest of the markets – 5:35
Allshare growth – 7:19
More investment in large caps than small caps – 8:16
What’s next? – 9:52
The end of dividend growth – 11:17
The peak of world productivity – 14:17
Active stock selection- 15:53
World capex – 16:42
The rise of small caps – 19:06
Increase in takeovers – 21:48
The importance of good service levels – 23:24
Investment trends – 26:35
Conclusion – 27:09

 

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Miton Group plc (MGR) Gervais Williams investor presentation October 2017

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 […]
Gervais Williams Presentation at Redleaf breaking the mould capital markets day
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Gervais Williams Presentation at Redleaf breaking the mould capital markets day

Gervais Williams gives a fascinating lecture based on his book The Retreat of Globalisation. Introduction – 00:24 Compression of bond yields – 3:03 Increase in the rest of the markets – 5:35 Allshare growth – 7:19 More investment in large caps than small caps – 8:16 What’s next? – 9:52 The end of dividend growth […]

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