The Merchants Trust seeks to deliver a high and rising income stream to shareholders and has this year achieved 41 consecutive years of dividend growth. Simon Gergel, the trust's manager and CIO of UK equities at Allianz Global Investors, provides an update on the recent performance and positioning of the trust highlighting Pets at Home and Inchcape as key holdings. Simon also unpacks the state of the UK stock market, and explains how opportunities have been created for value oriented managers.

Recorded - September 2023.