In this episode, George Ladds is joined by Gervais Williams, veteran fund manager, author, and long-standing advocate for UK equities. Gervais shares his journey from engineering into investment management and reflects on over three decades of navigating market cycles.We discuss:Why today’s markets differ from past cycles – and the risks of assuming “buy the dip” always worksThe retreat of globalisation, the rise of nationalism, and what this means for investorsWhy equity income and cash-generative businesses could define the next 20 yearsThe overlooked potential of UK small and micro-caps (including AIM)How active management can help avoid “zombie companies” and uncover future winnersGervais also reflects on conviction, resilience, and why diversification across industries and company sizes is critical in a more uncertain world.👉 A thoughtful and candid conversation on building resilient portfolios and rediscovering opportunities in the UK market.Book: The Retreat of GlobalisationPremier Miton Disclaimer: This conversation is for information only and isn’t investment advice. Past performance is not a guide to future returns. Investing involves risk, including loss of capital.

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