INSIGHTS

We provide regular and ad hoc insights and commentaries, along with video and webcast updates.

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ARTICLES
13 Dec 2019 | By Lloyd Harris
Johnson’s gamble pays off

The UK electorate has rejected hard-line left-wing politics and voted for free market capitalism.

13 Dec 2019 | By Dan Nickols
The beginning of the end of uncertainty?

The result of the election should help UK small caps, companies exposed to infrastructure spending, and the IPO market. ...

13 Dec 2019
UK plc: open for business

After three and a half years of uncertainty, today’s clear electoral result means that the UK is once again investable...

25 Nov 2019 | By Delphine Arrighi
Green shoots and inflows for emerging market debt

With the Fed on hold and a slow and steady global growth recovery, the conditions look good for emerging market...

25 Nov 2019 | By Rob James
Getting better all the time… a few more reasons to consider CoCos

CoCos investors can benefit from the improving financial performance of banks, attractive risk-adjusted yields on offer and a likely limited...

25 Nov 2019 | By Oliver Lee, Vincent Che
Avoiding the sidelines in China

China equity valuations are supportive, the country’s growth story is compelling and we would expect to see investors increasing their...

21 Nov 2019 | By Ned Naylor-Leyland
Beta clockers

Investors can hold physical gold alone, or enjoy the beta benefits of broadening their reach.

21 Nov 2019 | By Nicholas Wall
The great reversal

The low-growth, strong-dollar cycle may be nearing an end.

20 Nov 2019 | By Nick Payne
Focus on the fundamentals for GEM success

The reality of emerging markets is very different from preconceptions, and it pays to look behind the headlines....

13 Nov 2019 | By Mark Nash
Cheer up! The outlook may be brighter than many think

Swings in investor sentiment over much of the last decade show us that there are grounds for optimism as 2019...

04 Nov 2019 | By Ned Naylor-Leyland
Golden bulls

It’s been a rollercoaster ride for gold and silver over the past few months.

25 Oct 2019 | By Vincent Che, Oliver Lee
Q&A: Here’s Why We See Opportunities for China Investors

China’s focus on consumer- and services-led GDP growth, along with additional economic stimulus and more open capital markets are all...

27 Sep 2019 | By Ned Naylor-Leyland
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...

26 Sep 2019 | By Vincent Che
The Biggest China Investment Risk May Be Overlooking the Market

It’s time for international investors to consider China’s $14 trillion equity market as a standalone allocation....

23 Sep 2019 , Oliver Lee, Nick Payne
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 Sep 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 Sep 2019 | By Oliver Lee
Market Minutes: what next for China?

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

20 Sep 2019 | By Nick Payne
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...

19 Sep 2019 | By Ned Naylor-Leyland
Responsible investment charter – Merian Gold & Silver Fund

Our investment process seeks to identify well-managed companies engaged in activities related to the production of gold and silver. ...

19 Sep 2019
Don’t be distracted from China’s enduring qualities

China’s vast economy, its emphasis on high-quality growth and recent policy reforms should generate good opportunities for investors....

30 Aug 2019
Facing volatility and bias in European equities

A robust investment process should accept that higher volatility is normal, and that style bias must be overcome, argues Ian...

23 Aug 2019 | By Huw Davies
The US yield curve – an alternative view

Article by Huw Davies on the yield curve and economic recessions.

23 Aug 2019
Going for gold: reasons for the rising gold price

Chris Mahoney, assistant portfolio manager of the Merian Gold & Silver Fund, looks at the reasons behind the rising gold...

05 Aug 2019
How to deal with market volatility

A robust investment process needs to accept that higher volatility in equity markets is normal, and unlikely to disappear anytime...

02 Aug 2019 | By Ned Naylor-Leyland
Hi Ho, silver’s shining

As the Nobel Laureate Milton Friedman famously said, “The major monetary metal in history is silver, not gold"...

16 Jul 2019 | By Delphine Arrighi
Why the emerging market debt rally has further to go

Widespread cuts in interest rates may be in prospect, and, despite the rally, selected credits may be still cheap....

08 Jul 2019 , Justin Wells
Global equities: why a dynamic approach is needed

The reasons behind the volatility in global equity markets over recent months, and how best to face it....

G20 Summit – Fund managers’ reactions

While much of the discussion at last weekend’s G20 summit centred upon trade, what are the implications for financial markets...

26 Jun 2019 | By Lloyd Harris, Huw Davies
Be selective to avoid excessive risk with CoCos

Analysing contingent convertible bonds, or CoCos, isn’t so different from other credit analyses

26 Jun 2019 | By Lloyd Harris
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...

19 Jun 2019
Reducing risk in global equity income investing

Global equity income investing needs a new approach that avoids concentration risk.

18 Jun 2019 | By Lloyd Harris, Rob James
CoCos in various rate environments

Because of their unique characteristics, CoCos offer potential benefits in different rate environments.

18 Jun 2019 | By Lloyd Harris, Rob James
Getting to know Cocos

A ``CoCo’’ or contingent convertible bond is a newer kind of security issued by banks and insurance companies...

18 Jun 2019 | By Lloyd Harris, Rob James
We choose our CoCos carefully and believe that you should too

Merian Global Investors’ CoCo fund aims to be selective, choosing the highest quality and best value Cocos ...

07 Jun 2019 | By Nick Payne
Opportunities and Challenges for India Investors in the Next Five Years

India Prime Minister Narendra Modi’s biggest challenge as he starts a second term is boosting economic growth...

04 Jun 2019 | By Lloyd Harris
Market Minutes: finding value in a little understood asset class

CoCos may not be well-understood, but there are a number of reasons to consider them carefully...

04 Jun 2019
Market Minutes: a unique approach to European equities

Presentation by Ian Heslop on European equities.

04 Jun 2019
Market Minutes: taking the temperature of global equities

Is investor sentiment cautious? The rise in equities in 2019 has to a large extent been in defensive assets, argues...

04 Jun 2019 | By Delphine Arrighi
Market Minutes: being selective in emerging market bonds

Emerging markets bonds have got off to a strong start this year, but it is important to be selective....

31 May 2019 | By Lloyd Harris
Market Minutes: sterling corporate bonds and Brexit

Sterling corporate bonds may prove surprisingly resilient despite the uncertainty caused by Brexit.

31 May 2019 | By Mark Nash
Market Minutes: which direction interest rates?

Markets are driven by macroeconomic forces, but judging their direction is not always easy. Our head of fixed income shines...

31 May 2019 , Dan Nickols, Richard Watts
Market Minutes: prospects for UK equities

What are the key themes influencing UK equities in 2019 in the small- mid- and large-cap sectors?...

Market Minutes: some of our leading managers share their thinking

Some of our leading fund managers are interviewed and give presentations on equity and bond markets, sharing their views on...

10 May 2019
Facing challenges in global equities markets

Challenging conditions in global equities markets over recent months should be understood in a long-term context. ...

23 Apr 2019 | By Lloyd Harris
Santander’s coco saga: opportunities amid a storm in a teacup

Recent news coverage of Santander’s “cocos” is bewildering, but nevertheless serves to underline the importance of identifying the strongest issuers...

11 Apr 2019
Seven deadly sins of investor behaviour

Psychological research suggests that markets are not wholly efficient, but are swayed by behavioural biases.

04 Apr 2019 | By Lloyd Harris
Whichever Brexit: sterling corporate bonds stay solid

With the UK poised between different Brexit outcomes, sterling corporate bonds arguably provide both a call option, and a put...

03 Apr 2019 | By Vincent Che
China’s reforms will improve companies’ ROE

While the long-term outlook for China is good, investors should look closely at Chinese companies' return on equity (ROE)....

25 Mar 2019 | By Ned Naylor-Leyland
Keep active and get physical

There are notable benefits of having actively-managed gold exposure.

15 Mar 2019 , Justin Wells
Re-engage with equity market neutral

Investors should re-engage with equity market neutral as an uncorrelated investment strategy able to enhance risk adjusted returns....

15 Mar 2019 | By Nick Payne
Why emerging markets bounced in early 2019

Three forces holding back emerging markets last year have largely abated, says Nick Payne, head of global emerging markets. ...

14 Mar 2019 | By Ned Naylor-Leyland
Will the world move back to a gold-based monetary system?

Gold as the world’s best apolitical form of money is well placed to benefit from any weakness in the petrodollar...

14 Mar 2019
Don’t fall into behavioural traps

Behavioural or psychological biases such as herding can lead to market mispricing of equities.

14 Mar 2019 | By Rob James
CoCos: beneficiaries of stronger bank balance sheets

Banks have been on a very long journey since the global financial crisis, which may mean that CoCos are more...

13 Mar 2019 | By Mark Nash
The Fed’s policy mistake

The US Federal Reserve’s change of course from hawkish to dovish has important implications for all asset classes, argues Mark...

01 Mar 2019 | By Huw Davies
Are CoCos a misunderstood asset class?

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

05 Feb 2019 , Justin Wells
The view from our global equities team

In our inaugural video blog, entitled “The view from our global equities team,” Ian Heslop, head of global equities...

22 Jan 2019 | By Richard Watts
Reasons to be optimistic about UK mid caps

Richard Watts argues that after a difficult year for equities in 2018, many stocks have been oversold, enabling investors to...

15 Jan 2019
Brexit meaningful vote: division bells ring out loud

Richard Buxton comments on the result of the meaningful vote on Theresa May’s Brexit deal, arguing that the chance of...

10 Dec 2018 | By Dan Nickols
Fundamentals intact

Dan Nickols, head of UK small and mid caps at Merian Global Investors, says it’s time to look beyond the...

10 Dec 2018
A question of perspective: how to see things a different way

The same data can often be interpreted in contradictory ways, and while this may be perplexing, it also offers distinct...

07 Dec 2018 , Ian Ormiston, Mark Nash
Positioning for market volatility

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

07 Dec 2018 | By Mark Nash
The effect of quantitative tightening

The effect of quantitative tightening on markets and the outlook for interest rates.

07 Dec 2018 | By Huw Davies
Warming to CoCos

An introduction to CoCos and how investors should compare them to other asset classes.

07 Dec 2018
The behaviour of markets in 2018

There have been significant changes in how equity markets are behaving in 2018. How should investors position for this?...

07 Dec 2018 | By Ned Naylor-Leyland
An introduction to gold and silver

Gold and silver: an overview, in just one minute.

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...

05 Dec 2018 | By Ned Naylor-Leyland
America’s currency, America’s problem

Ned Naylor-Leyland looks at the runaway train that is “de-dollarisation.”

04 Dec 2018 | By Lloyd Harris
Looking for a safe harbour

When markets get choppy, high-quality corporate credit can provide a relative safe haven for investors, explains Lloyd Harris....

04 Dec 2018 | By Nick Payne
Discovering treasure in emerging markets

Nick Payne explains how to look through market pricing to discern real value, and reveals some precious jewels....

04 Dec 2018 | By Mark Nash
Seizing the moment

After multi-decade trends in the bond market were finally breached in 2018, Mark Nash looks at what investors can expect...

04 Dec 2018 | By Rob James
When headwinds become tailwinds

There’s a new normal for banks 10 years after the global financial crisis, argues Rob James....

04 Dec 2018 | By Nicholas Wall
2019 Wall Charts

Nicholas Wall looks at the charts piquing his interest in 2019.

04 Dec 2018 | By Delphine Arrighi
The new world: a map of emerging markets

Delphine Arrighi argues that some of the countries which suffered most during 2018 may prove good value in the future...

04 Dec 2018
Preparing for a soft landing

Expect the Fed to follow the data and take the slower path to rate increases, while in Britain there are...

04 Dec 2018 | By Ian Ormiston
Is the bull finally tiring?

The tide might finally be close to turning for European small caps, but there’s still plenty of cause for optimism...

04 Dec 2018 | By Dan Nickols
Fundamentals intact

Putting Brexit to one side, the prevailing market backdrop suggests UK small cap investors still have plenty to be positive...

09 Nov 2018
The attraction of dividends in an uncertain world

At times of stock market volatility, investors often turn to the greater stability of dividends, but a danger in dividend...

07 Nov 2018 | By Nicholas Wall
US mid-term election results: Merian Global Investors managers comment on a divided Congress

As Democrats gain control of the House, and Republicans increase their influence in the Senate amid a high voter turnout...

Market volatility: managers comment

In the light of recent volatility across world equity markets, three of our leading fund managers offer their interpretations and...

10 Oct 2018 | By Mark Nash
A year of change

Mark Nash, head of fixed income, weighs a new volatile environment for investors.

08 Oct 2018
Staying true to the data

Why investment is best undertaken by a systematic approach and by looking carefully at the data, says Ian Heslop of...

05 Jul 2018 | By Nick Payne
Emerging market equities: be selective

Nick Payne, head of global emerging markets, examines the reasons behind the current volatility in emerging markets and what this...

03 Jul 2018 | By Ned Naylor-Leyland
Gold: right time, right place

As the US and eurozone central banks begin unwinding their unconventional monetary policies – involving purchasing unprecedented amounts of bonds...

27 Jun 2018 | By Dan Nickols, Richard Watts
Growth opportunities abound

It is an age-old conundrum for investors. Should value stocks – shares that typically trade at lower prices relative to...

13 Jun 2018 | By Delphine Arrighi
Emerging markets: storm in a teacup?

Is the indiscriminate selloff seen in emerging markets in recent weeks really a replay of 2013’s ‘taper tantrum’ or a...

21 May 2018 | By Ned Naylor-Leyland
Real interest rates are the real drivers of the gold price

Ned Naylor-Leyland, manager of the Old Mutual Gold & Silver Fund, reminds investors that as long as real US interest...

16 Mar 2018 | By Nick Payne
Emerging markets supported by macro environment

Emerging market debt went through a long overdue correction in February, but the overall macro story remains very supportive of...

14 Mar 2018 | By Nick Payne
Emerging market equities: good times

Nick Payne looks at the reasons behind the profits recovery in emerging market equities and asks, ‘is it sustainable?...

09 Mar 2018
Embrace the new normal

Spring is in the air. Wakened from their cosy lethargy of the long winter months, Mother Nature’s ‘green shoots’ are...

26 Feb 2018
Is your income fund as safe as you think?

All is not quiet in equity markets, and investors need to be aware of hidden risks. ...

22 Feb 2018
The brave new world of investor sentiment

The sharp correction in equity markets in early February 2018 has reignited the debate over what moves markets: rational economics...

22 Feb 2018 | By Ned Naylor-Leyland
Gold and gold equities: essential portfolio diversifiers

In this note, the manager looksat correlations between globalequities, and gold and goldequities, during five periods of sharpstock market falls...

12 Dec 2017
Black Friday bargains and bitcoin bubbles

Liam Nunn, manager of the Old Mutual European Equity (ex UK) Fund, looks at the rise of bitcoin, the zeal...

12 Oct 2017
The march of the machines

Resist it or embrace it, the age of technological innovation is upon us.

11 Oct 2017 | By Nick Payne
Emerging stronger

The list of reasons for being optimistic on emerging markets just got longer.

11 Oct 2017 | By Mark Nash
Exploiting the exit

After a number of false starts, major central banks appear finally to be in the process of scaling back the...

11 Oct 2017 | By Ian Ormiston
Disruptive thinking

Everywhere you look, young companies are disrupting markets long dominated by incumbency.

09 Oct 2017 | By Ned Naylor-Leyland
Gold: The trade facilitator

The optimism pervading stock markets over the summer months would suggest investors, for the moment at least, believe tapering is...

04 Oct 2017 | By Rob James
CoCos: the evolution of a market

We chart the growth of CoCos from the aftermath of the global financial crisis to today. ...

16 Aug 2017 | By Huw Davies
Everything looks expensive!

Over the last 12 months I’ve heard this phrase in conversations with colleagues and investors more times than I care...

07 Aug 2017
Why Trump’s woes are a blessing for EM debt

The Trump administration is being thwarted from advancing its agenda while global growth remains solid, says John Peta, head of...

18 Jul 2017 | By Mark Nash
10 years after the last rate hike, BoE grapples with inflation mandate

It has now been 10 years since the Bank of England (BoE) last hiked interest rates, the longest pause in...

13 Jul 2017 | By Huw Davies
Fake Brexit: trust the pound above politicians

Has there ever been a fall from grace as dramatic as that of Theresa May and the Conservative Party?...

11 Jul 2017
The value of changing your mind

“Awareness of one’s own qualms, attention to contradiction, acceptance of the possibility of error: these strike me as signs of...

10 Jul 2017 | By Ed Meier
Shopping around

Shopping for anything that is in short supply is frustrating. In the world of savings, where interest rates are at...

10 Jul 2017
Holy toast: don’t get burned by seasonal superstition

The human brain is incredibly adept at identifying patterns. It’s what allows us to prove we’re ‘not a robot’ when...

10 Jul 2017
Consistent returns in a changing world

A powerful cocktail of economic headwinds, disparities in income between rich and poor, polarisation in beliefs and sporadic ‘lone wolf’...

06 Jul 2017
Not entirely normal

At the time of writing, the yield on the 10-year US government bond (at just over 2%) almost matches that...

14 Jun 2017 | By Delphine Arrighi
Three reasons why EM debt to retain allure

US dollar-denominated emerging market debt has enjoyed a strong 2017 so far, with the JPM EMBI Global Index returning about...

09 Jun 2017
The youngsters’ revolution

Most of us had become familiar with Theresa May’s distinctive prime ministerial style in the nearly 10 months she’d been...

12 May 2017
Avoiding the pitfalls: style bias

Investment style is one of the most important considerations both when understanding the dynamics of equity markets, and when assessing...

12 May 2017
Avoiding the pitfalls: making macro bets

In investment, over-confidence about our ability to forecast events can be a pitfall.

04 May 2017
Stockpicking without subjectivity

After the great financial crisis of 2008, the US economy evolved through both remedial and recovery phases, and is now...

03 May 2017 | By Ned Naylor-Leyland
The last days of the US dollar?

History doesn’t repeat, but it heaves with echoes and rhythms. Market commentators spend their days rootling through history to draw...

03 May 2017 | By Ian Ormiston
The European tide is turning

Europe’s dog days look to be over. After years of relative stagnation, the backdrop for European equity investors is now...

03 May 2017 | By Mark Nash
Let macro set you free

For years markets have been operating under a benign form of bondage to central bank policy and technical factors. ...

02 May 2017
The long, lazy days of summer

Having notched up eight successive years of gains since the dark days of spring 2009, stock markets continue to flirt...

16 Mar 2017 | By Nicholas Wall
Fed finger to stay on rate-hike trigger

The US Federal Reserve (Fed) has just raised interest rates for the third time in a decade, in a significant...

17 Feb 2017
The EM debt rout that wasn’t

Emerging market debt investors are used to quick reversals of sentiment towards the asset class even as longer-term trends suggest...

09 Feb 2017 | By Ned Naylor-Leyland
Echoes of the ‘70s

Global stock market euphoria at the prospect of a good old-fashioned dollop of inflation coming back into the system, almost...

20 Jan 2017
Inauguration of Donald trump as president of the United States: the consequences for equities

What will occupy front and centre stage in the first hundred days of Trump’s presidency is his focus on tax...

07 Dec 2016
Why Trump’s defiance of betting markets is good news for active investors

Predictions of recent elections have been wide of the mark, and delving into the reasons why can teach us lessons...

07 Dec 2016 | By Ian Ormiston
Let’s stick to the knitting

Sometimes politics influences economic factors, sometimes it does not. Former President Ronald Reagan was a great champion of supply-side economics...

06 Dec 2016
The cross-currency basis: a primer

The cross-currency basis may be one of the most poorly understood concepts in financial markets.

05 Dec 2016 , Nicholas Wall
OMGI managers react to Italian referendum

After the Brexit vote and US election, one might have expected the latest kick delivered by the electorate of an...

14 Nov 2016
Trump: the bull case

Having so completely misjudged the result of the UK's EU membership referendum, it will no doubt be easy for readers...

09 Nov 2016
Is EMD facing a trump slump?

Mario Draghi rattled fixed-income markets last month when the European Central Bank (ECB) president hinted at the eventual unwinding of...

09 Nov 2016
Trump win wrong-foots forecasters

The result of the US presidential election, like that of the UK referendum on the EU, went against the predictions...

09 Nov 2016 | By Mark Nash
Trump victory to stoke inflation, cloud fed outlook

After all the twists and turns of the most acrimonious US presidential campaign in living memory, the electorate has chosen...

09 Nov 2016
Letter from America

A campaign which has 'divided the country', brought out the worst in people and played deeply on ingrained suspicion of...

02 Nov 2016
Bank bonds: why it pays to look under the bonnet

The world of banking can be complicated to understand, with peculiar language and impenetrable accounting concepts. ...

21 Oct 2016
What a trillion dollar outflow means for libor rates

We have reached an important milestone for the mechanics of short-term US dollar interest rates, with the passing of the...

09 Oct 2016
The virtue of flexibility in a biased world

The US equity market has thus far in 2016 been notable for a significant divergence between economic fundamentals and investor...

21 Sep 2016
Why voter anger is positive for emerging market debt

The clamour for better economic governance across a number of countries is another reason to like emerging market debt, says...

06 Sep 2016
The guilty rally: how to cope with contradictions in us equity markets

There is currently a mismatch between the strong performance of US equities and increased pessimism among investors. ...

01 Sep 2016 | By Tim Service
Stock-picking our way through the uncertainty

The opportunity set, both on the long and short side, is as compelling as it has ever been, explains Tim...

01 Sep 2016 | By Ned Naylor-Leyland
Gold’s perfect storm

No one would argue with the fact that, as investors, we live in uncertain times. Heightened geopolitical tensions and growing...

15 Aug 2016
Money market reform, libor and short-end us rates

An important positive contributor to the fund’s performance over the past month has been our paid fixed positions in interest...

01 Jul 2016 | By Tim Service
Challenges, and opportunities

Last week’s UK referendum result took much of the market by surprise, as shown by the sharp drop in sterling...

28 Jun 2016
Emerging market debt to ride out Brexit risks

The havoc wrought by the `Brexit’ vote in the UK last week left no corner of so-called risky assets untouched...

27 Jun 2016
Brexit risks to Asian equities are limited

Asian markets may outperform following the UK referendum on EU membership, which has created buying opportunities...

24 Jun 2016 | By Ned Naylor-Leyland
Brexit proves gold’s value as insurance

The result of the eu referendum has brought into sharp focus gold’s continuing value as insurance against the risks of...

24 Jun 2016
Initial reaction: Brexit, or the world’s first “DIY recession”

The UK has voted to leave the European Union. As the initial reaction in financial markets has shown, there is...

24 Jun 2016
Shielded from ‘Brexit’ reality check

Mario Draghi rattled fixed-income markets last month when the European Central Bank (ECB) president hinted at the eventual unwinding of...

21 Jun 2016 | By Ian Ormiston
Size matters

Why European smaller companies? Investors are typically attracted to smaller companies as an asset class on account of the fact...

16 Jun 2016 | By Ned Naylor-Leyland
Not worth the paper it’s written on

Mario Draghi rattled fixed-income markets last month when the European Central Bank (ECB) president hinted at the eventual unwinding of...

16 Jun 2016
Are we nearly there yet?

In December of last year an important document, produced by officials at the Bank of England, was published. In essence...

10 May 2016
The Ikea effect

'We’re going to IKEA,’ my wife announced sternly. I’d been living in fear of these words ever since we...

10 May 2016
How to stay flexible in a volatile new world

Examining how US equity funds capture up and down markets, and their style consistency, can help in uncovering those able...

25 Jan 2016
The perfect storm?

It has been a harsh start to 2016, but the pain is likely to be front-end loaded rather than persist...

17 Jun 2015
Every cloud…

Investors should look beyond the bull-bear tug of war that’s dominating US equity headlines and focus on the economy’s long-term...

WEBCASTS
Discovering treasure in emerging markets
06 Nov 2019 | 10:00 AM (GMT) | 60mn

Please register to join Nick Payne for a webcast in which he will discuss the outlook for emerging market equities...

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Multi-sector fixed income: the dollar in the driving seat
29 Oct 2019 | 10:00 AM (GMT) | 60mn

Geopolitical drama, dollar moves, weaker growth and central bank policy divergence make for challenging markets. Join Mark Nash, and Nicholas...

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Global Equities update with Dr. Ian Heslop and Justin Wells – Q3 2019
10 Oct 2019 | 4:30 PM (GMT) | 45mn

Please join Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, for their quarterly review update call...

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Global Equities update with Dr. Ian Heslop and Justin Wells – Q3 2019
10 Oct 2019 | 8:30 AM (GMT) | 45mn

Please join Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, for their quarterly review update call...

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Merian Gold and Silver Fund update
20 Sep 2019 | 10:00 AM (GMT)

Join fund manager Ned Naylor-Leyland for an update on the fund and the current prospects for the asset class....

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Global Equities update – Q2 2019
11 Jul 2019 | 4:30 PM (GMT)

Please join Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, for their quarterly review update call...

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Global Equities update – Q2 2019
11 Jul 2019 | 8:30 AM (GMT)

Please join Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, for their quarterly review update call...

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Multi-sector fixed income update: don’t get caught in a rut
12 Jun 2019 | 10:00 AM (GMT) | 60 min

Please join Mark Nash, head of fixed income and Nicholas Wall, fund manager, for their latest fixed income update. During...

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Real yields are collapsing, is gold the answer?
10 Jun 2019 | 2:00 PM (GMT)

With real yields collapsing and investors flocking to gold, Ned Naylor-Leyland will explain why he believes now really is gold’s...

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Global Equities update – Q1 2019
05 Apr 2019 | 8:30 AM (GMT) | 45 min

Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, update you on their most recent thinking and...

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A Golden Opportunity
12 Mar 2019 | 10:00 AM (GMT) | 60 min

Ned Naylor-Leyland, manager of the Merian Gold & Silver Fund, will look at the qualities of gold, silver and their...

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Macro, Markets and Fixed Income 2019
30 Jan 2019 | 10:00 AM (GMT) | 60 min

Please join Mark Nash, head of fixed income, and Nicholas Wall, portfolio manager, as they discuss the 2019 outlook for...

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Global Equities update – Q4 2018
10 Jan 2019 | 9:00 AM (GMT) | 30 min

Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the...

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Global Equities update – Q3 2018
08 Oct 2018 | 9:00 AM (GMT) | 30 min

Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the...

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Global Equities update – Q2 2018 PM
05 Jul 2018 | 9:00 AM (GMT) | 30 min

Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will detail how the funds have been navigating...

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Global Equities update – Q1 2018 PM
06 Apr 2018 | 3:00 PM (GMT) | 30 min

Please join us on Friday 6 April for our quarterly review call to discuss the performance of the Old Mutual...

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Gold and Silver webcast
12 Mar 2018 | 10:00 AM (GMT) | 60 min

Please join Ned Naylor-Leyland, head of Gold & Silver for his monthly webcast.

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Merian fixed income update – October 2018
18 Jan 2018 | 10:00 AM (GMT) | 30 min

Please join Mark Nash, head of fixed income, and Nicholas Wall, portfolio manager, for a webcast in which they will...

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Global Equities update – Q4 2017 PM
10 Jan 2018 | 4:00 PM (GMT) | 30 min

Please join us on Wednesday 10 January for our quarterly review call to discuss the performance of the Old Mutual...

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Global Equities update – Q4 2017 AM
10 Jan 2018 | 10:00 AM (GMT) | 30 min

Please join us on Wednesday 10 January for our quarterly review call to discuss the performance of the Old Mutual...

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Multi-Strategy Fixed Income Update – Q3 2017
18 Oct 2017 | 10:00 AM (GMT) | 30 min

Please join Mark Nash and Nicholas Wall, managers on our multi-sector fixed income team, for their quarterly webcast....

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Global Equities update – Q3 2017 AM
05 Oct 2017 | 3:00 PM (GMT) | 35 min

Please join us on Thursday 5 October for our quarterly review call to discuss the performance of the Old Mutual...

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Global Equities update – Q3 2017 PM
05 Oct 2017 | 3:00 PM (GMT) | 30 min

Please join us on Thursday 5 October for our quarterly review call to discuss the performance of the Old Mutual...

Commentator(s):

Insights

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Global Equities update – Q2 2017 PM
06 Jul 2017 | 3:00 PM (GMT) | 35 min

Please join us on Thursday 6 July for our quarterly review call to discuss the performance of the Old Mutual...

Commentator(s):

Insights

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Global Equities update – Q2 2017 AM
06 Jul 2017 | 10:00 AM (GMT) | 35 min

Please join us on Thursday 6 July for our quarterly review call to discuss the performance of the Old Mutual...

Commentator(s):

Insights

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