As global markets face a new wave of uncertainty from Trump-era tariffs and tightening liquidity, Gervais Williams Co Fund Manager at The Diverse Income Trust (LON:DIVI) sees a surprising opportunity brewing—not in mega caps, but in the UK’s small-cap space. In this sharp market update, Gervais Williams unpacks why he believes the economic reset could unlock transformational growth for selective domestic stocks. From hidden value plays like AO World to defence-sector gems like Concurrent Technologies, Williams outlines where he’s positioning his portfolio—and why now might be the moment for UK investors to rethink scale.
The Diverse Income Trust (LON:DIVI) focuses on UK-listed companies across the market cap spectrum, with a long-term tilt toward small and mid-sized firms that generate resilient cash flows.
