A Value View - The Merchants Trust PLC Podcast
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A Value View - The Merchants Trust PLC Podcast is a business podcast hosted by AllianzGI Investment Trusts. It has 37 episodes, with the latest published December 2025.
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.
business ·en ·37 episodes
A Once-in-a-Generation Opportunity in UK Mid-Caps?
Valuation Over Sentiment: Merchants Trust’s Investment Discipline in Action
Global shocks, local gains: Investing in a tariff-tangled world
Would you like small, medium, or large?
Exciting times for UK Equities?
From Interest Rates to Breakfast Plates
With elections behind us, who holds the power?
Happy 30th
A great opportunity set for investors
Glass half full?
Talking income
Building the case for building
A Closer Look at the UK’s Stock Market
Passed Peak Fear for Investors?
Challenging times
Reigning Supreme
Powering Towards the Future
A UK Renaissance?
Separating The Wheat From The Chaff
Out of Time For Just-In-Time?
The UK Five Years on…
Will There be a Tonic for the Markets?
A Return to Fundamentals?
Looking to the Future
Maintaining a Focus on Income
Coronavirus, Stock Markets and the Economy – an Investor’s Perspective
Reflecting on a momentous 2019 and a look at what 2020 may hold
Opportunity From Uncertainty
What does it mean to be a value investor?
Celebrating 130 years
Happy New Year and Happy Birthday
Challenges and Opportunities
Looking Forward, Looking Back
Of Trust(s) and Transparency
Respect the Investment Environment
The Health of the UK PLC
Brexit and the UK economy
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