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<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
A Value View - The Merchants Trust PLC Podcast
Claim This Podcastby AllianzGI Investment Trusts
5.0(2 reviews)
38 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇬🇧
2
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality5
Social0
YouTube0
Engagement0
Podcast Overview
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<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
Language
🇺🇲
Publishing Since
3/2/2018
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2
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BetaPoorBased on show quality, social media presence, reviews, charts, and more
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Social0
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5
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13
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excellent
Episode Length
11 minutes
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7.2/10
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Every 76 days
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Recent Episodes
May 14, 2026
When markets get vicious: why long-term investors can profit from short-term markets
<p>Markets are noisier, faster and more reactive than ever. But does short-term thinking create long-term opportunity?</p><p>In this episode of A Value View from The Merchant’s Trust, lead manager Simon Gergel explores how modern markets have largely shifted away from individual stock picking towards momentum, passive flows and broad market positioning.</p><p>Simon discusses how short-term behaviour, driven by hedge funds, basket trades and factor investing, can lead to sharp and sometimes ‘vicious’ price movements, with shares rising or falling regardless of their underlying long-term value.</p><p>He explains why this environment can be uncomfortable for investors, but also why it creates opportunity. As markets focus more on short-term news and sentiment, long-term value can be overlooked, opening the door for disciplined investors to identify mispriced companies.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
December 19, 2025
A Once-in-a-Generation Opportunity in UK Mid-Caps?
As the year draws to a close, the UK stock market presents a polarised picture, with a narrow band of large-cap stocks leading the way. But is the real story in the overlooked and undervalued mid-cap sector? In this episode of "A Value View," Portfolio Manager Simon Gergel joins host Jon Cronin to discuss what he feels could be a “once-in-a-generation opportunity” in UK mid-caps. Simon delves into the reasons behind the underperformance of these more domestically focused businesses and explains why he believes they now offer exceptional value. He shares his insights on specific sectors like real estate and housing, and reiterates the importance of The Merchants Trust’s value-driven, income-focused approach in a market captivated by a few high performers.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
August 20, 2025
Valuation Over Sentiment: Merchants Trust’s Investment Discipline in Action
In this episode, Simon Gergel, Portfolio Manager at The Merchants Trust, discusses the trust’s unusually active first half of the year, with eight new stocks added to the portfolio. He explains the rationale behind recent disposals and acquisitions, and shares insights into how the team identifies undervalued opportunities in a volatile UK market.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
38 total episodes available
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- What is A Value View - The Merchants Trust PLC Podcast?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
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This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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No, this podcast does not typically feature guests.
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