Category: Global equities

Category: Global equities

05.02.2019

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, and...

10.12.2018

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...

07.12.2018

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?

07.12.2018

Market Minutes Winter 2018

Some of our leading fund managers share their thinking on volatility in markets this year and how investors should position...

07.11.2018

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,...

11.10.2018

Market volatility: managers comment

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

08.10.2018

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...

05.07.2018

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...

27.06.2018

Growth opportunities abound

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

16.03.2018

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...

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