"Where this journey has to get to is serious government policy that pulls everything along, shakes it and gives a business model to companies that want to facilitate the change."

This week on Behind the Screens, Square Mile's Jock Glover chats with Paul Jourdan, CEO of Amati Global Investors and Co-Fund Manager of TB Amati UK Listed Smaller Companies fund. With continued unrest in the bank sector, Paul discusses the impact on the UK smaller cap universe and explains what action they've taken as a result. The conversation then shifts to themes for the new world; reducing dependence on China, what the war in Ukraine could mean for the next decade, and how governments must step up to ensure the industry is better equipped to support the climate transition.

Listen to Behind the Screens on your favourite platform here, or listen below.

This podcast was recorded on Wednesday 22nd March 2023.This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.