logo
episode-header-image
Nov 12
39 m

Why UK Small Caps Could Soar — Rockwood’...

Bloomberg
About this episode

Merryn Somerset Webb sits down with Richard Staveley, manager of the Rockwood Strategic, to unpack why UK smaller companies are so unloved—and why that may be a big opportunity. Richard explains Rockwood’s playbook: concentrated, benchmark-agnostic, value investing with hands-on “constructive engagement” to unlock change. They cover liquidity myths, the impact of passives and private equity, and where he sees near-term catalysts—plus what could reignite IPOs and domestic flows (think ISAs, pensions, and momentum).

Don't forget to sign up for our live podcast taping in London on November 27:
https://go.bloomberg.com/attend/invite/post-budget-merryn-talks-money/

See omnystudio.com/listener for privacy information.

Up next
Nov 21
Why This Controversial Investment Trust Deal Has Riled Key Shareholders
<p>In this week&rsquo;s <em>Merryn Talks Money </em>market wrap, Merryn Somerset Webb and John Stepek sit down with Chris Clothier, Co-CIO of CGAM to discuss the proposed merger of two of the largest infrastructure investment trusts on the London market, HICL Infrastructure Compa ... Show More
26m 38s
Nov 19
Offshore Bonds: What They Are and Who They’re For
<p>Curious about how offshore bonds really work, and whether they&rsquo;re worth it? In this week&rsquo;s&nbsp;<em data-stringify-type="italic">Merryn Talks Your Money</em>, Merryn Somerset Webb sits down with veteran financial adviser Paula Steele, director at John Lamb Hill Old ... Show More
20m 47s
Nov 17
Jim Reid on Why Cash Is the Riskiest Investment of All
<p>Host Merryn Somerset Webb speaks to Jim Reid, head of Macro and Thematic Research at Deutsche Bank, to unpack why too much cash is risky over the long run and why starting valuations drive real investment outcomes. They dig into 200 years of data on equities versus cash, the r ... Show More
40m 34s
Recommended Episodes
Jul 2024
The Trading Floor: Labour Landslide, Trump Trade & Tesla's Surge
<p>In this episode, we dive into the aftermath of the Labour Party's landslide victory in the UK General Election. Discover how the markets have reacted and what this seismic political shift means for UK assets moving forward.</p><br><p>Next, we explore the intriguing political l ... Show More
47m 8s
Sep 2024
TIP661: Lessons from Bear Markets w/ Richard Lawrence
On today’s episode, Clay is joined by Richard Lawrence. Richard is the Founder and Executive Chairman of Overlook Investments, a leading value-oriented investment firm in Asia that he founded in 1991. Over a 30-year time period, Overlook compounded capital at 14.3% per year — a r ... Show More
1h 7m
Sep 2024
Super-for-Housing is still a bad idea, Luke Laretive returns for Pimp my Portfolio and Nick Cregan breaks down the power of real estate platforms
<p>One of Australia's great companies, REA Group, is looking to acquire the biggest real estate portal in the UK, Righmove. Today, we call Nick Cregan from Fairlight Asset Management who has invested in Rightmove to understand what REA Group sees in Britain and where it might go ... Show More
38m 54s
Nov 12
50-year mortgages are a bad idea, how to check for ETF overlap & why the Big Banks are struggling
Fifty-year mortgages are being pushed by President Trump in the US. Could this be the fix for housing affordability, or a ticking time bomb for long-term financial stability?We also tackle a community question about the hidden dangers of ETF overlap and what it really means for y ... Show More
32m 24s
May 2025
962. Insights: The UK’s fastest-growing fintech: in conversation with Richard Davies, CEO of Allica Bank
About this episode: In this episode of Fintech Insider Insights, host David M. Brear is joined by Richard Davies, CEO of Allica Bank - the UK’s fastest-growing fintech focused on serving established small and medium-sized enterprises (SMEs). Richard shares how his unique backgrou ... Show More
47m 47s
May 2025
Why emerging markets could keep rallying
What’s driving the bounce in emerging market equities, and could we be witnessing the start of a sustained bullish run? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor. This episode ... Show More
9m 14s
Mar 2025
“Uncertainty is Winning”
What happens when you combine an uncertain macro environment with an incredibly certain investor base? You get a whole lot of volatility, according to Richard Bernstein. Bernstein is the CEO and Chief Investment Officer at Richard Bernstein Advisors. He joins Ricky Mulvey for a ... Show More
34m 14s
Apr 2025
153. Steve Eisman, the Real-Life "Big Short" Investor, on Tariff Panic and Lessons From the 2008 Crisis
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>This week on <em>The Wall Street Skinny</em>, we’re diving headfirst into one of the most volatile weeks in recent memory—and we brought backup. After a whiplash ... Show More
1h 16m
Jan 2025
Benefit Street’s Byrne on Multifamily CRE Appeal: Credit Crunch
As others head for the exit from the commercial real estate (CRE) sector, Benefit Street Partners President Richard Byrne views this as the perfect time to fill the funding void that could arise. Byrne joins hosts Noel Hebert and Sam Geier of Bloomberg Intelligence on Credit Crun ... Show More
1h 1m
Sep 2024
BONUS • PVG's Patrick Adams: The Secret to "Loss Averse" Investing
Many investors only focus on potential PROFITS when they buy and sell stocks. But savvy investors know to focus on potential risks, too – and take steps to mitigate them when markets get volatile. Patrick Adams, CEO of PVG Asset Management, has honed his skills during a 38-year c ... Show More
4m 43s