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Continuing Square Mile's series of informal interviews

Among the headlines about the global markets, you cannot fail to notice the supposed Doomsday scenarios being painted for the world's equity and bond markets.

The UK TMT sector, and its remarkable bull run, has been a top performer for investors due in large part to the growth and dominance of mega-cap technology stocks.

The theme of disruption is one which excites considerable interest among investors, perhaps because many want to capitalise on 'the next big thing' and avoid disrupted companies and sectors.

Tax cuts to benefit US small caps

Focus on renewable energy

Concerns over privacy scandal

March roundup of ETF performance

Manager has historically avoided FANG stocks

Follows Cambridge Analytica scandal