Merryn Somerset Webb

Good day out with the kids.

So where else are you looking at the moment?

Where are you seeing value?

I mean, I'd actually quite like to talk about the international component of the portfolio.

So that is 30%, right?

Where are you finding value abroad?

Well, I mean, I wrote about Korea a lot the last couple of years.

And last year, I suggested if you'd missed out on everything that you saw in Japan that had been super cheap, maybe you should head for Korea.

I'm quite pleased with that recommendation.

Yeah, okay.

So career, and is that still okay?

I mean, that market has really moved.

No one would say career is neglected today.

Okay, so where else are you seeing cheap things, either globally or at home?

You're clearly a stock picker, a bottom-up stock picker.

I would guess try not to think too much about the macro environment, but that's getting increasingly difficult.

What worries you at the moment?

What's keeping you up at night?

I mean, obviously, when you have a portfolio like this, you've built in margins of error across the board, and so you will maybe feel safer than someone who's got a very expensive portfolio.

But what wakes you up in the night?