We’re at the early stages of a UK equity surge: Guy Anderson of Mercantile Trust

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. Timestamps00:58 UK mid-caps4:28 The UK stock market8:13 Red flags for gearing10:20 - 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 up28:24 AI30:49 M&A activity 35:47 Dividends 38:02 The trust’s approach to discounts Hosted on Acast. See acast.com/privacy for more information.

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Looking to stay informed in the world of investing? Investors' Chronicle dives into the key trends shaping today’s markets and unpacks what they mean for your investments. Featuring exclusive interviews with professional investors - whether fund managers or leading financial experts - our mission is to help you make smarter investment decisions.Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.