A Value View - The Merchants Trust PLC Podcast

Von: AllianzGI Investment Trusts
  • Inhaltsangabe

  • 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
    © 2024 A Value View - The Merchants Trust PLC Podcast
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  • From Interest Rates to Breakfast Plates
    Oct 16 2024

    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.
  • With elections behind us, who holds the power?
    Aug 6 2024

    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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    17 Min.
  • Happy 30th
    Jun 24 2024

    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.

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    17 Min.

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