Global shocks, local gains: Investing in a tariff-tangled world

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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

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

Global shocks, local gains: Investing in a tariff-tangled world

A Value View - The Merchants Trust PLC Podcast

16 minutes 1 second

5 months ago

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.