Wealth DFM Talk
Wealth DFM Talk
Podcast Description
Wealth DFM Talk is the monthly podcast for UK wealth managers and DFMs.
Each month, we chat with leading voices in the industry exploring market movements, macro trends and how the latest thinking is impacting portfolio construction, risk and return.
Podcast Insights
Content Themes
The podcast focuses on market movements, macro trends, and the implications for portfolio construction, risk, and return. Specific episode examples include a deep dive into global market conditions with prominent figures like Columbia Threadneedle Senior Economist Anthony Willis, addressing topics such as US-China trade relations and opportunities in UK equities.
Wealth DFM Talk is the monthly podcast for UK wealth managers and DFMs.
Each month, we chat with leading voices in the industry exploring market movements, macro trends and how the latest thinking is impacting portfolio construction, risk and return.
In this month’s episode of WealthDFM Talk, our last one for 2025, Matt Williams and Sue Whitbread turn their attention to the other side of the Atlantic by discussing US small caps, a sector that’s struggled to keep up in recent years but may now be showing signs of opportunity.
With the AI revolution rolling out at speed and valuations looking increasingly attractive, could now be the time for investors to rediscover US small caps?
To help answer that question, we’re joined by Dan Scott Lintott, Investment Analyst at De Lisle Partners, who shares his insights on what makes a compelling small-cap investment, how AI could reshape the landscape, and his outlook for the US market as we head towards 2026.
Episode highlights:
- The current environment for US small caps – and why they may be due a reappraisal
- What Dan looks for in a US small-cap company, from fundamentals to valuation discipline
- How AI adoption could create new opportunities in smaller US companies
- Dan’s outlook for the US economy and markets heading into 2026
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