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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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Passed Peak Fear for Investors?
A Value View - The Merchants Trust PLC Podcast
14 minutes 5 seconds
2 years ago
Passed Peak Fear for Investors?
Are we in an environment where investors can now see the proverbial light at the end of the tunnel? Some inflation pressures are abating and although rates are still going up, the fear that rates are going to go up faster, and to higher levels than expected, is probably over. This is already starting to be reflected in the stock market. However, the UK market still trades well below historical averages with many strong companies trading at unusually attractive valuations. Against this backdrop, Simon Gergel talks to Jon Cronin about whether he’s feeling optimistic or pessimistic about the coming year and beyond as an investor.

Recorded and Produced by Lansons.

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.