The bad news may soon be over for UK small caps

The bad news may soon be over for UK small caps

Smaller UK companies were among the worst performing assets in the world last year. That made 2022 a tough time for small cap fund managers. But small caps very rarely see two down years in a row, says Anna Macdonald, fund manager at Amati. She joins host Merryn Somerset Webb on this week’s Merryn Talks Money. Macdonald shares her suggestions for the stocks to buy in this kind of environment—think trains, hospital software and specialty lenders.

Plus, senior reporter John Stepek joins to discuss Rishi Sunak's five pledges for British voters to hold him to.

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Episoder(366)

What Is 'Manchesterism'— And Will It Boost Britain's Economy?

What Is 'Manchesterism'— And Will It Boost Britain's Economy?

Merryn Somerset Webb and John Stepek are joined by Cavendish's Roger Lee to unpack Andy Burnham's North Star of "Manchesterism" and what it could mean for the UK economy, markets, and investors. They ...

3 Jul 30min

Is Vintage Jewelry the Next Great Investment?

Is Vintage Jewelry the Next Great Investment?

Could vintage jewelry be one of the smartest real assets to own right now? Merryn Somerset Webb speaks with vintage jewelry expert Emma de Sybel, a former banker who is now the director of Baroque Roc...

1 Jul 19min

Man Group's Ed Cole: How to Adapt Your Portfolio to a Changing World

Man Group's Ed Cole: How to Adapt Your Portfolio to a Changing World

Despite agreeing that AI is likely as transformative as its proponents argue, Ed Cole, head of multi-strategy equities at Man Group, believes it’s too early to understand whether there’s a bubble. Mea...

29 Jun 40min

Markets Wrap: Gilts, Gold and AI’s Price Tag

Markets Wrap: Gilts, Gold and AI’s Price Tag

Merryn Somerset Webb is joined by Sam Unsted, editor of Bloomberg’s Markets Today blog. Together they discuss rallying UK gilts in the wake of Prime Minister Keir Starmer’s resignation, inflation fear...

26 Jun 16min

How Much Could Andy Burnham Cost You? 

How Much Could Andy Burnham Cost You? 

Can Andy Burnham keep his promises without hitting Britons in the pocket? Merryn Somerset Webb speaks with Bloomberg's Phil Aldrick about the tax hikes, spending pressures and economic realities facin...

24 Jun 22min

Carson Block: AI Could Trigger the Next Financial Crisis

Carson Block: AI Could Trigger the Next Financial Crisis

Carson Block believes investors may be underestimating the economic consequences of artificial intelligence. The Muddy Waters founder and CEO joins Merryn Somerset Webb to explain why recent advances ...

22 Jun 43min

Passive Investing, SpaceX and the AI Boom: Are Markets Too Concentrated?

Passive Investing, SpaceX and the AI Boom: Are Markets Too Concentrated?

Merryn Somerset Webb and Bloomberg Opinion columnist and senior markets editor John Authers discuss how SpaceX’s market debut has highlighted the hidden risks of passive investing, from index concentr...

19 Jun 26min

The SpaceX IPO: Opportunity or Overvalued?

The SpaceX IPO: Opportunity or Overvalued?

The SpaceX blockbuster IPO has captivated retail investors, but what happens after the initial excitement fades? Merryn Somerset Webb speaks to Hargreaves Lansdown's Anna Macdonald about the extraordi...

17 Jun 16min

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