Gervais Williams presenting & interviewed at the Redleaf breaking the mould capital markets day.

http://www.piworld.co.uk/2017/03/28/gervais-williams-presentation-at-redleaf-breaking-the-mould-capital-markets-day/

Gervais Williams gives a fascinating lecture based on his book The Retreat of Globalisation.

The rise of the small caps, disruptive technology, the next big trend, innovation drives productivity, international landscape: Brexit and Trump.

Introduction – 00:24
Compression of bond yields – 3:03
Increase in the rest of the markets – 5:35
Allshare growth – 7:19
More investment in large caps than small caps – 8:16
What’s next? – 9:52
The end of dividend growth – 11:17
The peak of world productivity – 14:17
Active stock selection- 15:53
World capex – 16:42
The rise of small caps – 19:06
Increase in takeovers – 21:48
The importance of good service levels – 23:24
Investment trends – 26:35
Conclusion – 27:09

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