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Merryn Talks Money

Merryn Talks Money

The Case for Buying Small Caps Now

Oct 19, 2026 · 36m

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About this episode

After years of being overshadowed by US megacaps and the artificial intelligence boom, could smaller companies finally be ready for a comeback? Merryn Somerset Webb speaks with Downing fund manager Simon Evan-Cook and Odyssean Capital’s Stuart Widdowson about why small caps remain unusually cheap, what could bring investors back — and whether small-cap value could become the ultimate anti-AI trade. See omnystudio.com/listener for privacy information.