Jock Glover discusses why big changes are happening in the UK small caps sector, where the opportunities are and why China buying up gold is significant for global investors with Paul Jourdan, CEO of Amati Investors and co-manager of the WS Amati UK Listed Smaller Companies Fund.

Don't have time to listen to the full episode, jump to your favourite part:

• 01:41: How has your outlook of the UK small caps market changed over the last 12 months? 
• 3:13: Regarding the companies you're currently investing in. Are they meeting expectations?
• 8:18: Do you think there is still significant work for the British government to do in terms of encouraging investors into the UK equity public market?
• 11:04: What are the key themes in the portfolio?
• 19:05: Do you have any interesting statistics?

This podcast was recorded in May 2024. This podcast is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).

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