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          Videos, Podcasts & Reading

          From Interest Rates to Breakfast Plates

          What’s in store for UK interest rates and investors as we approach year-end? In this 32nd episode of a Value View podcast, portfolio manager Simon Gergel shares his outlook and discusses the factors that had informed the investment case behind Whitbread, owner of Premier Inn. Listen in to find out if Premier Inn’s all-you-can-eat breakfast will stay on the menu.

          LISTEN TO THE PODCAST

          21/10/2024

          Videos, Podcasts & Reading

          Side Notes – Where is the value?

          Portfolio Manager, Simon Gergel often gets asked about where the best value opportunities can be found. Watch this ‘Side Notes’ video to find out his take and how The Merchants Trust believes it can find the best value opportunities.

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          21/10/2024

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          Videos, Podcasts & Reading

          Merchants Trust August 2024 Update: Market Insights & Portfolio Changes

          Portfolio Manager Simon Gergel delivers an update on The Merchants Trust, for the Doceo platform, covering key changes in the UK equity landscape, new additions to the portfolio and a stock spotlight. Listen in to find out more.

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          21/10/2024

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          Videos, Podcasts & Reading

          With elections behind us, who holds the power?

          Who holds the power: the government or the market? In this episode, Simon Gergel discusses the aftermath of the recent UK election, marked by a significant Labour victory. He explores the market response and highlights where opportunities are being found today. Listen in now to find out more about the impact of a new government and what it means for investors.

          LISTEN TO THE PODCAST

          09/08/2024

          Videos, Podcasts & Reading

          Side Notes – The UK’s M&A Boom

          Just in the first half of this year, there were already 17 takeover attempts in the FTSE 350 Index. What’s driving this recent wave of mergers and acquisitions?  Watch our ‘Side Notes’ video to hear portfolio manager Simon Gergel’s insight.

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          09/08/2024

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          A long time in politics

          With the UK results now clear, what conclusions can investors take?

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          by Simon Gergel | 09/07/2024

          Videos, Podcasts & Reading

          Happy 30th

          In this 30th episode of the A Value View podcast, Jon and Simon discuss dividends once again. With Merchants having reached its 42nd consecutive year of paying an increased dividend, just how has the trust managed this? And, what does the state of play look like for the future, not only for income, but for the UK equity market in general? Takeovers, banks, the economic outlook and the effects of political uncertainty all come under the spotlight.

          LISTEN TO THE PODCAST

          27/06/2024

          Why a value approach to investing is key to The Merchants Trust’s success

          Growth versus value is a hotly debated subject. The former generally outperformed in the decade-long low interest rate environment, but the latter has now received a welcome boost. Merchants takes a value approach to investing, and managed to deliver strong performance, over time, even when value was out of favour. That’s because the managers are experts when it comes to identifying good, fundamentally sound businesses.

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          20/06/2024

          Why is Free Cash Flow an Important Metric for Investors?

          Merchants’ managers look for undervalued companies with strong underlying attributes. These diamonds in the rough can be identified using several metrics, one of which is free cash flow; a measure of a business’s available cash after various costs have been accounted for. It’s a very useful way of analysing a company’s long-term investment potential, for growth in income as well as capital.

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          18/06/2024

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