Gervais Williams Head of Equities discusses his thoughts on the UK stock market along with the factors that have influenced performance of the Premier Miton UK Multi Cap Income Fund in recent years. He highlights the impact of investor outflows from UK equities, and how changing global economic trends may create opportunities for UK equity income stocks. Gervais also explains why meeting company management teams remains a key part of their stock selection process and how the portfolio is positioned to capture long-term opportunities in the UK market.

Chapters

• 00:53 Fund Strategy and Market Positioning
• 03:33 Geopolitics, Nationalism, and Market Impact
• 11:00 Political Change and Implications for UK Markets