The views expressed in this presentation are not and should not be taken as a recommendation to buy or sell any of the investments mentioned. We are unable to give financial advice. If you are unsure about the content of this presentation speak to your financial adviser.
The value of stock market investments will fluctuate and investors may not get back the original amount invested and past performance is not a guide to future returns.
These are the views of Gervais Williams at the time of presenting and are subject to change without notice. They are not necessarily the views of Miton.
Miton has used all reasonable efforts to ensure the accuracy of the information contained in the communication, however some information and statistical data has been obtained from external sources. Whilst Miton believes these sources to be reliable, Miton cannot guarantee the reliability, completeness or accuracy of the content or provide a warrantee.
Miton is a trading name of Miton Trust Managers Limited and Miton Asset Management Limited. Miton Trust Managers Limited and Miton Asset Management Limited are authorised and regulated by the Financial Conduct Authority and registered in England No. 220241 with its registered office at 6th Floor, Paternoster House, 65 St Paul’s Churchyard, London, EC4M 8AB.
Gervais Williams talks about Miton group plc, the changes in worldwide markets and the opportunities that may bring.
Contents, click to jump
- Introduction
- Productivity growth flatlining
- Why have the markets done so well?
- The effect of low interest rates)
- Misallocation of capital
- Zombie companies
- Risk
- Productivity & the change of social & political attitudes
- Global liquidity changing & risk management
- The opportunities
- Conclusions
- About Miton Group
- Fund Strategies
- Interim results
- Underlying profitability
- Income statement
- Cash
- Summary
- Q&A