A Value View - The Merchants Trust PLC Podcast

Passed Peak Fear for Investors?

February 16, 2023 AllianzGI Investment Trusts Season 1 Episode 24
Passed Peak Fear for Investors?
A Value View - The Merchants Trust PLC Podcast
More Info
A Value View - The Merchants Trust PLC Podcast
Passed Peak Fear for Investors?
Feb 16, 2023 Season 1 Episode 24
AllianzGI Investment Trusts

Are we in an environment where investors can now see the proverbial light at the end of the tunnel? Some inflation pressures are abating and although rates are still going up, the fear that rates are going to go up faster, and to higher levels than expected, is probably over. This is already starting to be reflected in the stock market. However, the UK market still trades well below historical averages with many strong companies trading at unusually attractive valuations. Against this backdrop, Simon Gergel talks to Jon Cronin about whether he’s feeling optimistic or pessimistic about the coming year and beyond as an investor.

Recorded and Produced by Lansons.

Show Notes

Are we in an environment where investors can now see the proverbial light at the end of the tunnel? Some inflation pressures are abating and although rates are still going up, the fear that rates are going to go up faster, and to higher levels than expected, is probably over. This is already starting to be reflected in the stock market. However, the UK market still trades well below historical averages with many strong companies trading at unusually attractive valuations. Against this backdrop, Simon Gergel talks to Jon Cronin about whether he’s feeling optimistic or pessimistic about the coming year and beyond as an investor.

Recorded and Produced by Lansons.