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Partner Content: Separating the wheat from the chaff

Simon Gergel gives his view on what inflation may mean for markets in 2022
Partner Content: Separating the wheat from the chaff

As 2021 fades in the memory, the spectre of inflation is firmly on investors’ minds and Simon Gergel gives his view on what that may mean for markets in 2022. After a year where finding genuinely under-priced good businesses – rather than those that are cheap for a reason – paid dividends, Simon explains how extreme pricing anomalies still appear prevalent. This could be where investors are overlooking longer-term potential or, equally, being over exuberant on short-term earnings momentum. To see the full podcast series visit https://www.merchantstrust.co.uk/podcast/