A Value View - The Merchants Trust PLC Podcast
AllianzGI Investment Trusts
Overview
Episodes
Recent Episodes
MAR 12, 2025
Would you like small, medium, or large?
The old saying goes that ‘small is beautiful’. An increasing number of smaller and mid-sized UK firms are standing out and capturing interest. Simon and Jon discuss what’s driving the growth opportunities among small and mid-caps, where Simon is seeing opportunities in that space, and if he still sees ‘beauty’ in the larger firms in the market, the trust’s usual hunting ground.
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13 MIN
FEB 7, 2025
Exciting times for UK Equities?
In contrast to many countries, the UK has entered a period of relative political stability. Simon Gergel describes how this is combining with other factors to signal a note of optimism for investors in the UK stock market. Simon and host Jon also discuss how Merchants has been positioned to try to capitalise.
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10 MIN
OCT 16, 2024
From Interest Rates to Breakfast Plates
What’s in store for UK interest rates and investors as we approach year-end? In this 32nd episode of a Value View podcast, portfolio manager Simon Gergel shares his outlook and discusses the factors that had informed the investment case behind Whitbread, owner of Premier Inn. Listen in to find out if Premier Inn’s all-you-can-eat breakfast will stay on the menu.
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12 MIN
AUG 6, 2024
With elections behind us, who holds the power?
Who holds the power: the government or the market? In this episode, Simon Gergel discusses the aftermath of the recent UK elections, marked by a significant Labour victory. He explores the market response and highlights where opportunities are being found today. Listen in now to find out more about the impact of a new government and what it means for investors.
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16 MIN
JUN 24, 2024
Happy 30th
In this 30th episode of the A Value View podcast, Jon and Simon discuss dividends once again. With Merchants having reached its 42nd consecutive year of paying an increased dividend, just how has the trust managed this? And, what does the state of play look like for the future, not only for income, but for the UK equity market in general? Takeovers, banks, the economic outlook and the effects of political uncertainty all come under the spotlight.
Hosted on Acast. See acast.com/privacy for more information.
17 MIN