Global Equities
07 Dec 2018

Market Minutes Winter 2018

Some of our leading fund managers share their thinking on volatility in markets this year and how investors should position for it.

Watch in 29 minutes   82 viewed

In this episode of the Market Minutes video series, Ian Heslop, head of global equities, presents his unique insights into the current state of the market environment. Richard Buxton, head of UK equities, Mark Nash, head of fixed income, and Ian Ormiston, manager of the Merian Europe (ex UK) Smaller Companies fund, address the reasons behind increased market volatility in 2018, and how investors can position for it. Lloyd Harris, manager of the Merian Corporate Bond fund, reflects on an asset class that has been much less volatile than equities. Huw Davies, investment director, fixed income, explains CoCos. Mark Nash takes us on a deep dive into macroeconomics. Ned Naylor-Leyand, manager of the Merian Gold & Silver fund, tells us why what the world needs now is apolitical money.

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Market Minutes Winter 2018

07 Dec 2018

Some of our leading fund managers share their thinking on volatility in markets this year and how investors should position for it.

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