Who holds the power: the government or the market? In this episode of the ‘A Value View’ Podcast, portfolio manager Simon Gergel discusses the aftermath of the recent UK election, marked by a significant Labour victory. He explores the UK stock market response and highlights where opportunities are being found today. Listen in now to find out more about the market reaction and what it means for investors.

For more in-depth discussions and insights, visit our website for additional podcast episodes, articles and videos: https://www.merchantstrust.co.uk/en-gb/videos-podcasts-and-reading

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We begin with life insurer Just Group which raised its profit outlook after corporate pension deals boomed. Julian Hofmann unpacks the recent results and discusses whether the shares offer value and how the business might expand.

Another insurer's results, Aviva (AV), follows. Mark Robinson and Julian talk about what the business is doing right and how it’s benefitting from diversification.

Arthur Sants joins from New York to discuss his cover feature on Google’s parent company Alphabet (GOOGL). Arthur explains how Google became the world’s top search engine, its recent run-in with the Department of Justice, the threat of AI and more.

One Savings Bank (OSB) is last up and Jemma Slingo reveals what led to the 20 per cent share price drop after its latest update.

Timestamps

1:21 Just Group

10:19 Aviva

19:42 Alphabet

42:04 OSB

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Dave Baxter is joined by one of the managers of Migo Opportunities Investment Trust, an unusual fund which exploits valuation anomalies and discounts in other investment trusts.

Dave and Charlotte discuss where she looks for opportunities, interesting asset classes and the reason that share buybacks turn the trust’s head more than dividend increases. Listen to this and more.

Timestamps

00:34 Sectors of interest

6:34 Geopolitical risk

8:14 Worthy investments in private equity

10:38 M&A scale

12:49 Smaller trusts

14:59 Areas of innovation

18:09 Interesting asset classes

25:20 Share buybacks and capital allocation

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