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17min chapter
We’re at the early stages of a UK equity surge: Guy Anderson of Mercantile Trust
Investors' Chronicle
Investment Insights and Portfolio Strategy
The chapter delves into various aspects of investment strategy, including the success of 3i Group's holding in the retailer Action, the impact of artificial intelligence on portfolios, the influence of M&A activity on investments, the trend of de-accretization in the UK market, and the focus on growing dividends for shareholders. The speaker highlights the importance of company performance, cash generation, and market sentiment in shaping portfolio decisions.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode