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A Value View - The Merchants Trust PLC Podcast

A Value View - The Merchants Trust PLC Podcast

Written by: AllianzGI Investment Trusts
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About this listen

 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

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

    A Once-in-a-Generation Opportunity in UK Mid-Caps?
    Dec 19 2025
    As the year draws to a close, the UK stock market presents a polarised picture, with a narrow band of large-cap stocks leading the way. But is the real story in the overlooked and undervalued mid-cap sector? In this episode of "A Value View," Portfolio Manager Simon Gergel joins host Jon Cronin to discuss what he feels could be a “once-in-a-generation opportunity” in UK mid-caps. Simon delves into the reasons behind the underperformance of these more domestically focused businesses and explains why he believes they now offer exceptional value. He shares his insights on specific sectors like real estate and housing, and reiterates the importance of The Merchants Trust’s value-driven, income-focused approach in a market captivated by a few high performers.

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

    Valuation Over Sentiment: Merchants Trust’s Investment Discipline in Action
    Aug 20 2025
    In this episode, Simon Gergel, Portfolio Manager at The Merchants Trust, discusses the trust’s unusually active first half of the year, with eight new stocks added to the portfolio. He explains the rationale behind recent disposals and acquisitions, and shares insights into how the team identifies undervalued opportunities in a volatile UK market.

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

    Global shocks, local gains: Investing in a tariff-tangled world
    Jun 10 2025
    In this episode of A Value View from the Merchants Trust, host Jon Cronin sits down with Portfolio Manager Simon Gergel to unpack the seismic shifts in the global economy triggered by President Trump’s 2025 tariff policies. From the ripple effects on US GDP and global trade to the implications for UK-listed companies and the Merchants Trust portfolio, this conversation offers timely insights for investors navigating uncertainty. Recently announcing 43 consecutive years of dividend growth, the Merchants Trust also demonstrates a measure of resilience in volatile markets.

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    16 mins
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