A Value View - The Merchants Trust PLC Podcast

By AllianzGI Investment Trusts

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 invest... more

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FAQs about A Value View - The Merchants Trust PLC Podcast:

How many episodes does A Value View - The Merchants Trust PLC Podcast have?

The podcast currently has 37 episodes available.

A Value View - The Merchants Trust PLC Podcast episodes:

August 20, 2025 Valuation Over Sentiment: Merchants Trust’s Investment Discipline in Action
In this episode, Simon Gergel, Portfolio Manager at The Merchants Trust, discusses the trust’s unusually active first half of the year, with eight new stocks added to the portfolio. He explains the rationale behind recent disposals and acquisitions, and shares insights into how the team identifies undervalued opportunities in a volatile UK market.
Hosted on Acast. See acast.com/privacy for more information.
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18min
June 10, 2025 Global shocks, local gains: Investing in a tariff-tangled world
In this episode of A Value View from the Merchants Trust, host Jon Cronin sits down with Portfolio Manager Simon Gergel to unpack the seismic shifts in the global economy triggered by President Trump’s 2025 tariff policies. From the ripple effects on US GDP and global trade to the implications for UK-listed companies and the Merchants Trust portfolio, this conversation offers timely insights for investors navigating uncertainty. Recently announcing 43 consecutive years of dividend growth, the Merchants Trust also demonstrates a measure of resilience in volatile markets.
Hosted on Acast. See acast.com/privacy for more information.
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17min
March 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.
Hosted on Acast. See acast.com/privacy for more information.
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14min
February 07, 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.
Hosted on Acast. See acast.com/privacy for more information.
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11min
October 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.
Hosted on Acast. See acast.com/privacy for more information.
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13min
August 06, 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.
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17min
June 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.
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18min
April 11, 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.
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17min
December 11, 2023 The Post-pandemic Technology Landscape
The technology sector that has emerged from the pandemic is different to the one that went before. And we are still seeing some of the ramifications. In this latest podcast we discuss how the sector has changed over the past two years, and how that is reflected in the portfolio. Which pandemic trends have endured, how has the higher interest rate environment dented the valuation of higher growth shares and how has the portfolio been reshaped to reflect this changing environment.

Recorded and produced at the Lansons studios.
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15min
December 07, 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.
...more
12min

FAQs about A Value View - The Merchants Trust PLC Podcast:

How many episodes does A Value View - The Merchants Trust PLC Podcast have?

The podcast currently has 37 episodes available.

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A Value View - The Merchants Trust PLC Podcast

FAQs about A Value View - The Merchants Trust PLC Podcast:

How many episodes does A Value View - The Merchants Trust PLC Podcast have?

A Value View - The Merchants Trust PLC Podcast episodes:

FAQs about A Value View - The Merchants Trust PLC Podcast:

How many episodes does A Value View - The Merchants Trust PLC Podcast have?

More shows like A Value View - The Merchants Trust PLC Podcast

Short Briefings on Long Term Thinking - Baillie Gifford

The Master Investor Podcast with Wilfred Frost