A great opportunity set for investors - A Value View

What this episode covers

In this episode, Merchant’s portfolio manager, Simon Gergel is challenged around his ‘glass half full’ view of the UK market. Simon takes the challenge in hand explaining the factors behind his thinking and why, despite short term pain, the opportunity set for investors in the UK market remains pretty much unprecedented. We look at how Simon and his team choose good opportunities for the portfolio from that opportunity set, and which sectors are currently providing the best dividend opportunities. Hosted on Acast. See acast.com/privacy for more information.

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Frequently Asked Questions

How long is this episode of A Value View - The Merchants Trust PLC Podcast?

This episode is 16 minutes long.

When was this A Value View - The Merchants Trust PLC Podcast episode published?

This episode was published on April 11, 2024.

What is this episode about?

In this episode, Merchant’s portfolio manager, Simon Gergel is challenged around his ‘glass half full’ view of the UK market. Simon takes the challenge in hand explaining the factors behind his thinking and why, despite short term pain, the...

Can I download this A Value View - The Merchants Trust PLC Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.