A Value View - The Merchants Trust PLC Podcast

Glass half full?

December 07, 2023 AllianzGI Investment Trusts Season 1 Episode 28
A Value View - The Merchants Trust PLC Podcast
Glass half full?
Show Notes

There have been many reasons over recent years for investors to be ‘out of love’ with the UK; Brexit, political uncertainty, pandemic, Ukraine, Trussonomics and the perception of worse inflation & economic performance for the UK to name a handful. But, has the depressed sentiment been overdone? In this podcast the team discuss that with many of these factors firmly in the rear-view mirror, and with interest rates potentially close to their peak and UK economic growth recently being revised upwards, could the glass actually be half-full, rather than the pessimistic alternative?