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The Merchants Trust PLC

Trust Audio Update

A Value View Episode 6: Challenges and Opportunities

Simon Gergel CIO, UK Equities
01/11/2018

Each month, Simon Gergel, Portfolio Manager of The Merchants Trust shares his topical thoughts on developments affecting the UK stock market, in a short podcast.

In his latest podcast, Simon looks at recent developments affecting The Merchants Trust portfolio and the broader UK stock market. Listen in as Simon emphasises that market volatility, as witnessed in October, can give rise to opportunity. He notes that that any divergence in the share prices of different sectors and even different companies could enable investors to take advantage of potentially compelling valuations. 

You can also access the podcast via:

iTunes (for iOS devices): https://itunes.apple.com/gb/podcast/a-value-view/

Blubrry (for iOS & Android): https://www.blubrry.com/avalueview/

Trust Audio Update

A Value View Episode 11: Reflecting on a momentous 2019 and a look at what 2020 may hold

Simon Gergel reviews 2019 – a momentous year in terms of global market volatility and the polarisation of the UK market as investors heavily favoured higher-quality growth stocks. 2020 is starting out with more political certainty in the UK.

Simon Gergel
13.01.2020
Trust Audio Update

A Value View Episode 10: Opportunity From Uncertainty

Simon Gergel reflects on what has been a fascinating year so far, with politics driving market volatility globally and the UK market becoming increasingly polarised. He talks about finding opportunities from this situation.

Simon Gergel
01.10.2019
Trust Audio Update

A Value View Episode 9: What does it mean to be a value investor?

In his latest podcast, Simon Gergel, Portfolio Manager of The Merchants Trust, discusses what it means to be a value investor and how the team implements this across the Merchants portfolio of high yielding shares.

Simon Gergel
19.06.2019
Research Notes

Edison Research: Celebrating 130th birthday with higher dividend

Simon Gergel highlights the Trust’s growing income stream, long-term capital growth and above-average dividend yield.

Edison Research 08.05.2019
Trust Audio Update

A Value View Episode 8: Celebrating 130 years

Simon reflects on how it all began in 1889, the Trust’s aims to provide an investment solution for individual investors then and now and how the Merchants of yesterday differs to the vehicle it is today.

Simon Gergel
11.04.2019
In the Press

Fund Focus on Merchants

In this Sunday Times article, journalist Holly Black looks at The Merchants Trust, summarising its investment remit, performance and dividend yield. The piece also quotes Simon Gergel on the merits of investing in the UK amidst current market uncertainty.

The Sunday Times 31.03.2019
In the Press

Celebrating 130 years and looking to the future

The Merchants Trust is celebrating its 130th birthday in 2019. In this article, Simon Gergel looks back at how the Merchants portfolio has changed over time and how reaching 130 provides a sense of perspective. He also reviews his own experience at the helm of Merchants since 2006.

Alliance Trust Savings 26.03.2019
Trust Audio Update

A Value View Episode 6: Challenges and Opportunities

Listen in as Simon emphasises that  market volatility, as witnessed in October, can give rise to opportunity.  He notes that that any divergence in the share prices of different sectors and even different companies could enable investors to take advantage of potentially compelling valuations.

Simon Gergel
01.11.2018
Trust Audio Update

A Value View Episode 5: Looking Forward, Looking Back

Simon takes a look back at the first half of the year, a fascinating period that’s been characterised by global political challenges. Simon also considers market prospects for the rest of 2018 and the factors that may have an impact.

Simon Gergel
24.08.2018

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© Allianz Global Investors GmbH 2019, Registered Office: Frankfurt am Main, Register: HRB 9340, Local court: Frankfurt am Main. All Rights Reserved. The Merchants Trust PLC is incorporated in England and Wales. (Company registration no. 28276). Registered Office: 199 Bishopsgate, London, EC2M 3TY. The Company is a member of the Association of Investment Companies - Category: UK Equity Income.