In his first podcast of 2019, Simon Gergel, Portfolio Manager of The Merchants Trust, shares his insights on the latest developments affecting the UK stock market.
Not only are we at the start of a new year but also a landmark anniversary year for Merchants. Established in 1889, the Trust celebrates its 130th birthday this year. The fact that the Trust has successfully navigated a variety of market conditions throughout its history can help put today’s political challenges and market volatility into context, as Simon remarks. Listen in as he also discusses his medium term outlook for UK equities, as well as sharing his confidence that stocks with good dividend yield will always find favour with investors over time. With the backdrop of Brexit dampening enthusiasm, Simon explains his ongoing aim of diversifying the Merchants portfolio by constructing an attractive portfolio of individual businesses across a range of sectors.
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/