A Value View - The Merchants Trust PLC Podcast

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A Value View - The Merchants Trust PLC Podcast

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 Hosted on Acast. See acast.com/privacy for more information.

  1. 7 FEB

    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. Hosted on Acast. See acast.com/privacy for more information.

    11 min

  2. 16/10/2024

    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. Hosted on Acast. See acast.com/privacy for more information.

    12 min

  3. 06/08/2024

    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. Hosted on Acast. See acast.com/privacy for more information.

    17 min

  4. 24/06/2024

    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

  5. 11/04/2024

    A great opportunity set for investors

    In this episode, Merchant’s portfolio manager, Simon Gergel is challenged around his ‘glass half full’ view of the UK market. Simon takes the challenge in hand explaining the factors behind his thinking and why, despite short term pain, the opportunity set for investors in the UK market remains pretty much unprecedented. We look at how Simon and his team choose good opportunities for the portfolio from that opportunity set, and which sectors are currently providing the best dividend opportunities. Hosted on Acast. See acast.com/privacy for more information.

    17 min

  6. 07/12/2023

    Glass half full?

    There have been many reasons over recent years for investors to be ‘out of love’ with the UK; Brexit, political uncertainty, pandemic, Ukraine, Trussonomics and the perception of worse inflation & economic performance for the UK to name a handful. But, has the depressed sentiment been overdone? In this podcast the team discuss that with many of these factors firmly in the rear-view mirror, and with interest rates potentially close to their peak and UK economic growth recently being revised upwards, could the glass actually be half-full, rather than the pessimistic alternative? Hosted on Acast. See acast.com/privacy for more information.

    12 min

  7. 22/09/2023

    Talking income

    As the trust gears up for the release of its latest interim results, many investors will have an eye on the upcoming dividend. As an AIC Dividend Hero, the trust is well known for maintaining a steady dividend payment throughout the many ups and downs in market conditions over the past several decades. Host Jon Cronin and Portfolio Manager Simon Gergel discuss the approach taken to try to achieve the trust’s aims for shareholders and where the best opportunities currently lie for value investors in the UK market. A ranking, a rating or an award provides no indicator of future performance and is not constant over time. Past performance does not predict future returns. Hosted on Acast. See acast.com/privacy for more information.

    13 min

  8. 26/05/2023

    Building the case for building

    The housing market has long been seen as a key bellwether of the overall state of UK market. But the recent squeeze on the cost of living – namely, rising prices which have in turn driven interest rates higher – has been keenly felt in that sector. In the latest podcast episode, Jon and Simon debate the fortunes of the UK’s housebuilders as well as looking at what other companies could benefit from a more buoyant sector, with first quarter trading generally having been quite resilient and mortgage rates having come down a little. Hosted on Acast. See acast.com/privacy for more information.

    10 min
See All (33)

Ratings & Reviews

5
out of 5
5 Ratings

About

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 Hosted on Acast. See acast.com/privacy for more information.

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