PodParley PodParley
A Value View - The Merchants Trust PLC Podcast

A Value View - The Merchants Trust PLC Podcast

Bookmark

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

#
Title
1

A Once-in-a-Generation Opportunity in UK Mid-Caps?

2

Valuation Over Sentiment: Merchants Trust’s Investment Discipline in Action

3

Global shocks, local gains: Investing in a tariff-tangled world

4

Would you like small, medium, or large?

5

Exciting times for UK Equities?

6

From Interest Rates to Breakfast Plates

7

With elections behind us, who holds the power?

8

Happy 30th

9

A great opportunity set for investors

10

Glass half full?

11

Talking income

12

Building the case for building

13

A Closer Look at the UK’s Stock Market

14

Passed Peak Fear for Investors?

15

Challenging times

16

Reigning Supreme

17

Powering Towards the Future

18

A UK Renaissance?

19

Separating The Wheat From The Chaff

20

Out of Time For Just-In-Time?

21

The UK Five Years on…

22

Will There be a Tonic for the Markets?

23

A Return to Fundamentals?

24

Looking to the Future

25

Maintaining a Focus on Income

26

Coronavirus, Stock Markets and the Economy – an Investor’s Perspective

27

Reflecting on a momentous 2019 and a look at what 2020 may hold

28

Opportunity From Uncertainty

29

What does it mean to be a value investor?

30

Celebrating 130 years

31

Happy New Year and Happy Birthday

32

Challenges and Opportunities

33

Looking Forward, Looking Back

34

Of Trust(s) and Transparency

35

Respect the Investment Environment

36

The Health of the UK PLC

37

Brexit and the UK economy

URL copied to clipboard!