A Value View - The Merchants Trust PLC Podcast
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
A Value View - The Merchants Trust PLC Podcast
The UK Five Years on…
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AllianzGI Investment Trusts
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Season 1
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Episode 17
Five years have passed since the Brexit referendum and many different factors have made that a particularly extraordinary and challenging period for the UK market. However, the trick has been to look through the various market uncertainties and using that lens, many mispriced opportunities have presented themselves. Right now, the UK market still looks cheap relative to other markets, and the interest of overseas investors, private equity and corporate buyers has most definitely been piqued.
Produced and recorded remotely by Lansons