Glass half full?

Episode 28 of the A Value View - The Merchants Trust PLC Podcast podcast, hosted by AllianzGI Investment Trusts, titled "Glass half full?" was published on December 7, 2023 and runs 11 minutes.

December 7, 2023 ·11m · A Value View - The Merchants Trust PLC Podcast

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Summary

There have been many reasons over recent years for investors to be ‘out of love’ with the UK; Brexit, political uncertainty, pandemic, Ukraine, Trussonomics and the perception of worse inflation & economic performance for the UK to name a handful. But, has the depressed sentiment been overdone? In this podcast the team discuss that with many of these factors firmly in the rear-view mirror, and with interest rates potentially close to their peak and UK economic growth recently being revised upwards, could the glass actually be half-full, rather than the pessimistic alternative? Hosted on Acast. See acast.com/privacy for more information.

Episode Description

There have been many reasons over recent years for investors to be ‘out of love’ with the UK; Brexit, political uncertainty, pandemic, Ukraine, Trussonomics and the perception of worse inflation & economic performance for the UK to name a handful. But, has the depressed sentiment been overdone? In this podcast the team discuss that with many of these factors firmly in the rear-view mirror, and with interest rates potentially close to their peak and UK economic growth recently being revised upwards, could the glass actually be half-full, rather than the pessimistic alternative?

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

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