Morwenna Conium

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83 appearances 1 recordings 1 series first heard Jul 2026 last heard 10 Jul

Morwenna Conium’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Merryn Talks Money · Markets Wrap: Oil Rises, Tech Falters: What Investors Need to Know · 10 Jul 2026 podcast

Whether that's going to continue in a linear fashion or we're going to see a bit of back and forth.

But I do think there's definitely been a rotation starting and some sentiment changing.

And that is obviously weighing on global equities because it's been where so much of the power has been.

There are pockets which can be resilient to that and that the UK is one of them.

We don't have much exposure to tech.

We've been missing out quite a lot.

But on days where you see a sell-off, in fact, the last two days, one of the worst performing sectors in Europe has been technology.

And the UK, particularly the FTSE 100, is only very slightly exposed to that with some sort of funds, meaning that even if it falls with the global broader sentiment,

it's actually been outperforming peers.

It's also, of course, supported by some fairly heavyweight oil stocks like BP and Shell.

So the Iran conflict escalation or potential escalation certainly plays into its hands as well there.

But it's certainly a time, I'd say, where people would be wanting to look at diversifying and diversifying is paying off and not having all of your eggs in one very specific type of tech basket.

Yeah, I mean, there are a couple of companies that have been discussed as potential IPO candidates.

I think Virgin Active was one of them.

But overall, you know, we've seen two trends.

One is UK companies being acquired because, to our point about the FTSE generally underperforming in a way, they are so much cheaper.

So they are seen as good value and they're very attractive to overseas buyers.

Unfortunately, that also means that when companies are looking at which market they're going to list in, they potentially see more potential gains from listing in the US.

And I think, you know, when you look at actual performance, that can vary because you can certainly be a big fish in a small pond or you can...

potentially be overlooked.

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