19 episodes

A Value View is a series of topical podcasts from The Merchants Trust, ​focusing on developments affecting the UK market environment and how the trust navigates them. So what does this mean for investors? – join portfolio manager Simon Gergel as he offers his thoughts

A Value View - The Merchants Trust PLC Podcast AllianzGI Investment Trusts

    • Business
    • 5.0 • 5 Ratings

A Value View is a series of topical podcasts from The Merchants Trust, ​focusing on developments affecting the UK market environment and how the trust navigates them. So what does this mean for investors? – join portfolio manager Simon Gergel as he offers his thoughts

    Separating The Wheat From The Chaff

    Separating The Wheat From The Chaff

    As 2021 fades in the memory, the spectre of inflation is firmly on investors’ minds and Simon Gergel gives his view on what that may mean for markets in 2022. After a year where finding genuinely under-priced good businesses – rather than those that are cheap for a reason – paid dividends, Simon explains how extreme pricing anomalies still appear prevalent. This could be where investors are overlooking longer-term potential or, equally, being over exuberant on short-term earnings momentum.

    Produced and recorded remotely by Lansons 

    • 11 min
    Out of Time For Just-In-Time?

    Out of Time For Just-In-Time?

    Supply issues have been in the spotlight of late. Where companies had got used to ‘just-in-time’ supply chains, they have now seen just how easily these can be disrupted. Whilst such factors mean we’re not out of the woods yet in terms of economic recovery, and wary of inflationary pressures building up, Simon Gergel describes how he’s trying to look past the short-term noise.

    Produced and recorded by Lansons at the Lansons studio in Farringdon, London.

    • 12 min
    The UK Five Years on…

    The UK Five Years on…

    Five years have passed since the Brexit referendum and many different factors have made that a particularly extraordinary and challenging period for the UK market. However, the trick has been to look through the various market uncertainties and using that lens, many mispriced opportunities have presented themselves. Right now, the UK market still looks cheap relative to other markets, and the interest of overseas investors, private equity and corporate buyers has most definitely been piqued.

    Produced and recorded remotely by Lansons 

    • 12 min
    Will There be a Tonic for the Markets?

    Will There be a Tonic for the Markets?

    The latest reporting season has highlighted the difference between resilient businesses and those hit very hard by the effects of the pandemic. Returning dividends across many sectors are an encouraging sign for income seekers and the vaccine rollout is giving hope that recovery is looming, though the lessons of the recent past should prompt caution. Finally, key themes driving the portfolio come under the microscope.

    Produced and recorded remotely by Lansons 

    • 15 min
    A Return to Fundamentals?

    A Return to Fundamentals?

    In this episode, Simon Gergel discusses the potential for a renewed focus on individual companies and their prospects in 2021. While bigger picture themes such as Brexit, the US election, and the impacts of the pandemic dominated markets last year, the associated uncertainties are starting to fall away.

     Produced and recorded remotely by Lansons 

    • 11 min
    Looking to the Future

    Looking to the Future

    In this Episode, Simon Gergel takes a closer look at how businesses are emerging from the constraints of lockdown and what the trend for dividends from UK equity markets might be. Finally, Brexit trade negotiations are once again a talking point.

    • 11 min

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