INSIGHTS

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

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ARTICLES
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...

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...

08 Oct 2018 | By Ian Heslop
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...

26 Jun 2018 | By Mark Nash
Calmer Waters

We believe that the beaten up valuations in emerging markets are starting to look interesting

14 Jun 2018 | By Nicholas Wall
End of an era

The market turbulence caused by political upheaval in Italy revealed cracks in the eurozone that had been papered over by...

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 | By Richard Buxton
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 | By Ian Heslop
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 | By Ian Heslop
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 | By Liam Nunn
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 | By Ian Heslop
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 | By Liam Nunn
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 | By Liam Nunn
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 | By Richard Buxton
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 | By Richard Buxton
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 | By Ian Heslop
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 | By Ian Heslop
Avoiding the pitfalls: making macro bets

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

04 May 2017 | By Ian Heslop
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 | By Richard Buxton
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 | By Richard Buxton, Ian Heslop
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 | By Liam Nunn
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 | By Richard Buxton, 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 | By Richard Buxton
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 | By Ian Heslop
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 | By Richard Buxton
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 | By Ian Heslop
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 | By Ian Heslop
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 | By Richard Buxton
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 | By Ian Heslop
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 | By Richard Buxton
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 | By Liam Nunn
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 | By Ian Heslop
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 | By Richard Buxton
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 | By Ian Heslop
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
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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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 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...

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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 – 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...

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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...

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