About 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
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As passive investing continues to grow and global stock market indices become increasingly concentrated, what does this mean for investors and their portfolios?
In the latest episode of A Value View, The Merchants Trust's Simon Gergel, Andrew Koch and Richard Knight explore how financial markets are changing, whether investors are as diversified as they think, and why market concentration could be creating opportunities for active managers seeking long-term value.
Discover why understanding what you own, managing risk and taking a patient approach to investing remain as important as ever.
Watch the latest episode of A Value View.
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2 Oct 2026
Lessons from history: How do long-term investors navigate market bubbles?
In this episode of A Value View, The Merchants Trust's Simon Gergel, Andrew Cosh and Richard Knight explore what previous market bubbles can teach long-term investors. Genuine technological change can sometimes lead to excessive enthusiasm, clouding the judgement of even risk averse investors. They consider how the fear of missing out can draw investors towards the crowd, and why many investors fail to identify bubbles before they get left behind.
The team also discuss the opportunities that can emerge when capital becomes concentrated around a dominant theme. Rather than trying to predict when a bubble might burst, they explain why focusing on valuation, cash generation and overlooked areas of the market can provide a more disciplined approach.
Listen now for insights into market psychology, patience and why keeping a long-term perspective can help investors navigate periods of heightened market enthusiasm.
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28 Aug 2026
Building conviction with The Merchants Trust investment team
In this episode of A Value View, The Merchants Trust brings together its three Portfolio Managers together for the first time to offer a behind-the-scenes look at how investment decisions are made. Lead manager Simon Gergel is joined by Andrew Cosh and Richard Knight to discuss how different perspectives, constructive challenge and collective experience help shape the portfolio.
The team explains how potential investments are scrutinised and stress tested, why actively trying to disprove an investment thesis can help build stronger conviction, and how disagreements are navigated when views differ. They also explore the importance of emotional discipline, particularly when markets become volatile and investors face pressure to react to rapidly changing news or share prices.
Whether you're interested in how professional investors make decisions or how teams can help counter individual biases, this episode offers a behind-the-scenes look at the investment process and the role that challenge, collaboration and discipline play in long-term investing.
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5.0 / 5
2 ratings
Podcast Authority Score: 2 / 100
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Quality
5
Social presence
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YouTube
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