14 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

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    • 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

    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
    Maintaining a Focus on Income

    Maintaining a Focus on Income

    In this episode, Simon Gergel takes a closer look at the situation for income from UK equity markets. What factors should investors consider to differentiate businesses that are suffering a short term shock from those that may be impacted by longer-term...

    • 15 min
    Coronavirus, stock markets and the economy – an investor’s perspective

    Coronavirus, stock markets and the economy – an investor’s perspective

    Simon Gergel looks at how markets are reacting to the coronavirus and describes how he and his team are dealing with the fallout in terms of the investment portfolio. Simon also looks at the outlook for income from dividends, a cornerstone of the...

    • 18 min
    Reflecting on a momentous 2019 and a look at what 2020 may hold

    Reflecting on a momentous 2019 and a look at what 2020 may hold

    Simon Gergel reviews 2019 – a momentous year in terms of global market volatility and the polarisation of the UK market as investors heavily favoured higher-quality growth stocks. 2020 is starting out with more political certainty in the UK. This should...

    • 10 min
    Opportunity From Uncertainty

    Opportunity From Uncertainty

    As we approach the final quarter of 2019, Simon Gergel reflects on what has been a fascinating year so far, with politics driving market volatility globally and the UK market becoming increasingly polarised. He talks about finding opportunities from...

    • 11 min
    What does it mean to be a value investor?

    What does it mean to be a value investor?

    In his latest podcast, Simon Gergel, Portfolio Manager of The Merchants Trust, discusses what it means to be a value investor and how the team implements this across the Merchants portfolio of high yielding shares. Simon also considers the opportunities...

    • 14 min

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