Podcasts by 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
Further podcasts by AllianzGI Investment Trusts
Podcast on the topic Geldanlage
All episodes
Maintaining a Focus on Income from 2021-01-31T22:10:42.023393
In this episode, Simon Gergel takes a closer look at the situation for income from UK equity markets. What factors should investors consider to differentiate businesses that are suffering a short t...
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Coronavirus, stock markets and the economy – an investor’s perspective from 2021-01-31T22:10:42.023393
Simon Gergel looks at how markets are reacting to the coronavirus and describes how he and his team are dealing with the fallout in terms of the investment portfolio. Simon also looks at the outloo...
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Reflecting on a momentous 2019 and a look at what 2020 may hold from 2021-01-31T22:10:42.023393
Simon Gergel reviews 2019 – a momentous year in terms of global market volatility and the polarisation of the UK market as investors heavily favoured higher-quality growth stocks. 2020 is starting ...
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Opportunity From Uncertainty from 2021-01-31T22:10:42.023393
As we approach the final quarter of 2019, Simon Gergel reflects on what has been a fascinating year so far, with politics driving market volatility globally and the UK market becoming increasingly ...
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What does it mean to be a value investor? from 2021-01-31T22:10:42.023393
In his latest podcast, Simon Gergel, Portfolio Manager of The Merchants Trust, discusses what it means to be a value investor and how the team implements this across the Merchants portfolio of high...
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Celebrating 130 years from 2021-01-31T22:10:42.023393
Simon reflects on how it all began in 1889, the Trust’s aims to provide an investment solution for individual investors then and now and how the Merchants of yesterday differs to the vehicle it is ...
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Happy New Year and Happy Birthday from 2021-01-31T22:10:42.023393
Not only are we at the start of a new year but also a landmark anniversary year for Merchants. Established in 1889, the Trust celebrates its 130th birthday this year. The fact that the Trust has su...
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Challenges and Opportunities from 2021-01-31T22:10:42.023393
In his latest podcast, Simon looks at recent developments affecting The Merchants Trust portfolio and the broader UK stock market. Listen in as Simon emphasises that market volatility, as witnessed...
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Looking Forward, Looking Back from 2021-01-31T22:10:42.023393
In his latest broadcast, Simon takes a look back at the first half of the year, a fascinating period that’s been characterised by global political challenges. Simon also considers market prospects ...
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Of Trust(s) and Transparency from 2021-01-31T22:10:42.023393
In the latest podcast, Simon is joined by Mary Ann Sieghart, one of Merchants’ Non-executive Directors, who joined the board in November 2014. Together, Mary Ann and Simon explore the importance of...
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Respect the Investment Environment from 2021-01-31T22:10:42.023393
In this latest interview, Simon throws light on Environmental, Social and Governance (ESG) issues and what it all means for investors. He explains why sustainability and the ethical impact of inves...
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The Health of the UK PLC from 2021-01-31T22:10:42.023393
In this episode, we ask: are London listed equities as UK focused as we think? Why should investors choose the UK? Where are we with interest rates in the UK? And if a rate rise goes ahead how it w...
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Brexit and the UK economy from 2018-03-02T12:00
Welcome to “A Value View”, the first in an exciting series of topical podcasts from The Merchants Trust. Each month Simon Gergel, fund manager of The Merchants Trust, will offer his thoughts on ...
Listen
Brexit and the UK economy from 2018-03-02T12:00
Welcome to “A Value View”, the first in an exciting series of topical podcasts from The Merchants Trust. Each month Simon Gergel, fund manager of The Merchants Trust, will offer his thoughts on ...
Listen