Topic: Market Minutes

20.02.2020

Market Minutes: will the coronavirus threaten economic growth?

Want to find out what our global asset allocation team’s analysis of macro data is telling us about potential future...

06.01.2020

Turning global data into investment insight

Watch John Ricciardi, head of global asset allocation and lead manager of the Merian Global Dynamic Allocation Fund discuss how...

27.09.2019

What are the reasons behind gold’s bull market run?

The fall in real interest rates, and a new loose monetary policy environment, is good news for the price of...

23.09.2019

Market Minutes: sharing our thinking on international equities

Some of our leading international equities experts share their views on how investors should position for the future.

23.09.2019

Market Minutes: a new approach to European equities

How our global equities team’s unique, systematic approach is now being applied to European equities.

20.09.2019

Market Minutes: what next for China?

What the future may hold for China, its economy and stock market

20.09.2019

Market Minutes: finding treasure in emerging market equities

Why searching for strong economic moats is a good way to find companies able to sustain profitability over many years.

26.06.2019

Market Minutes: Merian Corporate Bond Fund

Fund Manager Lloyd Harris tells RSMR Director Ken Rayner about the Merian Corporate Bond Fund’s emphasis on quality and respecting...

01.03.2019

Are CoCos a misunderstood asset class?

CoCos (contingent convertible bonds) should be understood in the light of strengthening bank balance sheets over recent years.

07.12.2018

Positioning for market volatility

A discussion of the macroeconomic reasons behind market volatility, Brexit, quantitative tightening, and their effects on equities and bonds.

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