2396: The Exchange with Gervais Williams of Premier Miton
In this episode of Vox Markets Live, UK fund manager Gervais Williams discusses the current state and outlook for UK small‑ and mid‑cap equities, arguing that they are vastly undervalued and poised to deliver outsized returns as investors diversify away from over‑concentrated mega‑cap tech stocks. He highlights several high‑conviction ideas, including U‑Group’s rapid organic growth and cash‑rich balance sheet in the B2B energy space, Europa Oil & Gas’s low‑cost, high‑probability drilling project in Equatorial Guinea, and the resurgence of UK‑based tungsten miner Tungsten West, which could become a world‑leading low‑cost producer. Williams also touches on life‑science player NIOX and its defensive stance against a takeover bid, underscoring the importance of selective, high‑margin niche businesses in a volatile macro environment.
Oil Surge, Gold Pullback & Small Caps | Market This Month (April 2026)
In this April 2026 episode, Anna Saron and Bruce Campbell dissect recent market volatility sparked by Middle East tensions, noting oil’s surge to $90‑$100 per barrel while gold, silver, and copper have retreated. They highlight Canada’s outperformance versus the U.S.,...