Fund manager Gervais Williams on the changing political and trading landscape
In the latest Money Makers podcast, Jonathan Davis talks to Gervais Williams, one of the most well-known fund managers in the City.
With Donald Trump setting out a protectionist agenda for the United States, questions about the future of globalisation are highly topical. In the latest Money Makers podcast I discuss the implications of the new political and trading landscape with Gervais Williams, one of the UK’s best-known small and midcap fund managers, and author of a new book The Retreat of Globalisation. He argues that we have reached a significant turning point in the world order that requires investors to rethink their strategy, junk what has worked in the last few years and be wary of indexation solutions. He ends by listing three stocks that he thinks could do particularly well in this new and more challenging environment.
These podcasts are the latest in a series of free regular interviews with prominent figures in the investment world, brought to you by Money Makers. You can sign up here to be notified about the next podcasts in the series, which are free to air – or subscribe on iTunes and other podcast services. Jonathan Davis, the founder of Money Makers, is also the founder of Independent Investor, a sister publishing and newsletter business. An active professional investor, he is a Senior Adviser at Saunderson House, a Member of the Chartered Institute for Securities and Investments and the author of several books about professional investors. More details at www.independent-investor.com.
Gervais Williams has been an equity portfolio manager since 1985 and has a long history of generating above average returns. He is currently Managing Director of Miton Group plc and a regular and a well-regarded commentator in the City of London. He has written two previous books, Slow Finance (2011) and The Future is Small (2014) analysing future market trends. His latest book is The Retreat of Globalisation.