A Value View - The Merchants Trust PLC Podcast

A great opportunity set for investors

April 11, 2024 AllianzGI Investment Trusts Season 1 Episode 29
A Value View - The Merchants Trust PLC Podcast
A great opportunity set for investors
Show Notes

In this episode, Merchant’s portfolio manager, Simon Gergel is challenged around his ‘glass half full’ view of the UK market. Simon takes the challenge in hand explaining the factors behind his thinking and why, despite short term pain, the opportunity set for investors in the UK market remains pretty much unprecedented. We look at how Simon and his team choose good opportunities for the portfolio from that opportunity set, and which sectors are currently providing the best dividend opportunities.