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A Value View - The Merchants Trust PLC PodcastAuthor: AllianzGI Investment Trusts
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 Hosted on Acast. See acast.com/privacy for more information. Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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A Once-in-a-Generation Opportunity in UK Mid-Caps?
Episode 37
Friday, 19 December, 2025
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. Hosted on Acast. See acast.com/privacy for more information.
