RE: Citywire announces a virtual event for 29/0120 Jan 2024 10:30
No, not specifically, it's a presentation by the manager of the River and Mercantile UK Micro-Cap fund.
In the published resume, essential argument is that micro caps (below cap of £100m) out-perform in times of declining interest rates and that is where we are heading.
For the same reason, at Davos, Stephen Schwarzman of Blackstone anticipated a return of "animal spirits".