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A Value View - The Merchants Trust PLC Podcast

AllianzGI Investment Trusts

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About

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.

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Recent episodes

  • Lessons from history: How do long-term investors navigate market bubbles?Oct 2, 2026 · 16 min
  • Building conviction with The Merchants Trust investment teamAug 28, 2026 · 21 min
  • What does decades of investing through market booms, crashes and uncertainty teach you?Jul 22, 2026 · 11 min
  • The courage of your convictions: investing through market discomfortJun 29, 2026 · 11 min
  • When markets get vicious: why long-term investors can profit from short-term marketsMay 14, 2026 · 12 min
  • A Once-in-a-Generation Opportunity in UK Mid-Caps?Dec 19, 2025 · 14 min
  • Valuation Over Sentiment: Merchants Trust’s Investment Discipline in ActionAug 20, 2025 · 17 min
  • Global shocks, local gains: Investing in a tariff-tangled worldJun 10, 2025 · 16 min
  • Would you like small, medium, or large?Mar 12, 2025 · 13 min
  • Exciting times for UK Equities?Feb 7, 2025 · 11 min

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