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/