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Investors' Chronicle
We’re at the early stages of a UK equity surge: Guy Anderson of Mercantile Trust
Jun 18, 2024
Guy Anderson, fund manager of Mercantile Trust, discusses opportunities in UK stocks, M&A activity, risks in UK mid-caps, and the importance of dividends with the host. They delve into metrics for stock selection, exposure to housebuilders, and the impact of AI on portfolios.
41:01
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Quick takeaways
- Mercantile Trust focuses on quality UK mid-caps with strong cash flows for dividend accumulation.
- Company-specific bottom-up approach justifies Mercantile's continued elevated gearing levels for market optimism.
Deep dives
Investing in UK Mid-Caps: Optimism Amid Economic Challenges
Despite recent market struggles, Mercantile Investment Trust is optimistic about UK mid-caps' outlook due to their historical growth rates and current undervaluation. Smaller companies' cyclical nature challenges recent performance, but economic indicators suggest potential growth. Negative sentiment towards the UK market overlooks strong economic data and creates investment opportunities.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode