Author: daramacraghnaill

26.03.2020

GEM portfolio update – March 2020

I wanted to give you an update on the Merian GEM portfolio in these unprecedented times.

24.03.2020

A contingency plan

The Merian Financials Contingent Capital Fund’s preference for well-capitalised, high-reset CoCo bonds has meant that it hasn’t been as exposed...

16.03.2020

Market Minutes – coronavirus special: UK equities

From Brexit to the coronavirus pandemic – but what next? Richard Buxton, head of UK equities, and Dan Nickols, head...

16.03.2020

Market Minutes – coronavirus special: emerging market debt

As 2019 drew to a close, the outlook for emerging market debt investors looked remarkably positive. Then, over a matter...

16.03.2020

Market Minutes – coronavirus special: global asset allocation

Head of global asset allocation, John Ricciardi has seen his fair share of periods of elevated market volatility, having navigated...

12.03.2020

More than a miner oversight

As equity markets around the world feel the pinch, the oil price tumbles and developed world government bond yields touch...

06.03.2020

Coronavirus: reasons to expect recovery in EM hard currency debt

Despite the coronavirus crisis, emerging market hard currency debt has performed resiliently. This is why.

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...

13.12.2019

Johnson’s gamble pays off

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

13.12.2019

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.

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