Merchants Trust: How to invest in the new world order

Loading player...
Simon Gergel, manager of the 133-year-old UK equity income trust Merchants, talks to Gavin Lumsden about the stock market impact of high inflation, soaring energy prices and the war in Ukraine. 
11 Mar 2022 English United Kingdom Investing

Other recent episodes

Nick Train: Worse-ification is the route to mediocrity

The Lindsell Train manager defends his high-conviction approach that has been ‘wonderful on the upside but painful on the downside’. Despite falling far behind the benchmark in recent years, Train said that ‘in a world of ETFs and index huggers, it is necessary to offer investors a strategy that is…
15 Apr 46 min

Edinburgh Worldwide’s Simpson-Dent fends off Saba accusations

The Edinburgh Worldwide chair fended off accusations made by Saba Capital ahead of its impending vote to remove the board later this month, defending the £750m trust’s sale of SpaceX and his personal involvement in the FCA’s largest ever fine against a retail company.
8 Jan 24 min

The Trust Show with Charlotte Yonge

Personal Assets’ newest manager looks back on a busy 2025 in a conversation spanning stickier-than-expected inflation, Yen exposure and why the trust won’t be investing alongside crypto’s ‘nefarious actors’.
7 Jan 17 min