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
Out of Time For Just-In-Time?
•
AllianzGI Investment Trusts
•
Season 1
•
Episode 18
Supply issues have been in the spotlight of late. Where companies had got used to ‘just-in-time’ supply chains, they have now seen just how easily these can be disrupted. Whilst such factors mean we’re not out of the woods yet in terms of economic recovery, and wary of inflationary pressures building up, Simon Gergel describes how he’s trying to look past the short-term noise.
Produced and recorded by Lansons at the Lansons studio in Farringdon, London.