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A Value View - The Merchants Trust PLC Podcast
AllianzGI Investment Trusts
36 episodes
2 months ago
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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Investing
Business,
News,
Business News
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All content for A Value View - The Merchants Trust PLC Podcast is the property of AllianzGI Investment Trusts and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.

Show more...
Investing
Business,
News,
Business News
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Building the case for building
A Value View - The Merchants Trust PLC Podcast
10 minutes 28 seconds
2 years ago
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.

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.