The Diverse Income Trust (LON:DIVI) fund manager Gervais Williams joins DirectorsTalk Interview to discuss current market conditions.
In our interview with Gervais Williams, a Fund Manager at Premier Miton Investors, we look at the performance of the UK stock market, especially the FTSE 100. Gervais analyses the reasons behind the recent surge in the FTSE 100’s valuations, attributing it to strong performances in sectors like energy, commodities, and finance, alongside significant stock buybacks by UK companies. He mentions a general undervaluation of the UK market, suggesting a promising outlook for long-term growth, particularly for smaller and micro-cap companies. The conversation also includes insights into specific stocks within the FTSE 250 and AIM indices, such as TP ICAP Group and Just Group, discussing their performances, strategic positions, and future prospects in light of current economic trends.
TP ICAP Group plc is a financial services firm headquartered in London, United Kingdom. Its stock is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
Just Group plc, formerly JRP Group plc is a British company specialising in retirement products and services headquartered in London. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
The Diverse Income Trust invests primarily in quoted or traded UK companies with a wide range of market capitalisations, but a long-term bias toward small and mid-cap equities.
