We’re at the early stages of a UK equity surge: Guy Anderson of Mercantile Trust
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- čas přidán 16. 06. 2024
- Guy Anderson, fund manager of Mercantile Trust, joins Val Cipriani on the latest IC Interviews podcast. The trust is run by JP Morgan and is built on a bottom-up approach, focusing on quality UK mid-caps with strong cash flows that will accumulate dividends over time.
In this episode, the two discuss the drivers behind the trust’s success and investment process, opportunities in the UK stock market, M&A activity and more.
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00:58 UK mid-caps
4:28 The UK stock market
8:13 Red flags for gearing
10:20 - The metrics that sound out when picking a stock
12:23 - Sectors that stand out and opportunities
15:20 - The risk of getting the recovery wrong
17:16 - 4imprint
20:44 Why exposure to housebuilders has gone up
28:24 AI
30:49 M&A activity
35:47 Dividends
38:02 The trust’s approach to discounts
This is a very good interview. I thought the interviewer's questions were focused and yielded clear answers to questions. I also feel quite bullish about UK shares. Thank you for an interesting and informative podcast.
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I can’t imagine Labour is going to be constructive towards the UK stock market - their first move will be to raise as much tax as they can for their pet projects. And if Angela Rayner has her way, the wealthier will be squeezed until their pips squeak. 🧐
Look all party's r similar...... Took 12 years for conservatives to come out with plans reducing tax on company's Liz Truss got the boot for