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
The presentation slides can be viewed here.
Gervais mentions NWF Group who’s presentation can be seen here.
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