Media Type: Article

03.04.2020

Coronavirus: investing in UK banks

Rob James, manager of the Merian Financials Contingent Capital Fund and financials analyst at Merian Global Investors considers how lessons...

02.04.2020

Coronavirus: our investment and economic projections

Our projections indicate a profound economic shock, and that the global cycle downswing will deepen into June.

30.03.2020

Update: Merian Global Equity and World Equity Funds

An update for investors in the funds, covering the past few weeks of the Covid-19 crisis.

26.03.2020

GEM portfolio update – March 2020

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

17.03.2020

Golden slumbers fill the air (for now)

The past few weeks have seen gold and silver mining equities mimic the depths of the 2008 equity market collapse....

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.

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.

13.12.2019

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.

25.11.2019

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...

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