A Value View - The Merchants Trust PLC Podcast
Latest Episodes
A UK Renaissance?
The UK market has been more resilient than global peers so far in 2022 and whilst highly valued growth stocks across the globe feel the impact of rising inflation and interest rates, many value stocks that were previously languishing have seen a welcome b
Separating The Wheat From The Chaff
As 2021 fades in the memory, the spectre of inflation is firmly on investors minds and Simon Gergel gives his view on what that may mean for markets in 2022. After a year where finding genuinely under-priced good businesses rather than those that are c
Out of Time For Just-In-Time?
Supply issues have been in the spotlight of late. Where companies had got used to just-in-time supply chains, they have now seen just how easily these can be disrupted. Whilst such factors mean were not out of the woods yet in terms of economic recover
The UK Five Years on…
Five years have passed since the Brexit referendum and many different factors have made that a particularly extraordinary and challenging period for the UK market. However, the trick has been to look through the various market uncertainties and using that
Will There be a Tonic for the Markets?
The latest reporting season has highlighted the difference between resilient businesses and those hit very hard by the effects of the pandemic. Returning dividends across many sectors are an encouraging sign for income seekers and the vaccine rollout is..
A Return to Fundamentals?
In this episode, Simon Gergel discusses the potential for a renewed focus on individual companies and their prospects in 2021. While bigger picture themes such as Brexit, the US election, and the impacts of the pandemic dominated markets last year, the...
Looking to the Future
In this Episode, Simon Gergel takes a closer look at how businesses are emerging from the constraints of lockdown and what the trend for dividends from UK equity markets might be. Finally, Brexit trade negotiations are once again a talking point.
Maintaining a Focus on Income
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 term shock from those that may be impacted by longer-term..
Coronavirus, Stock Markets and the Economy – an Investor’s Perspective
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 outlook for income from dividends, a cornerstone of the...
A Value View Episode 12: Coronavirus, stock markets and the economy – an investor’s perspective
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 outlook for income from dividends, a cornerstone of the Merchant