INSIGHTS

Access a range of articles and other content from our fund managers on key economic and financial market events.

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ARTICLES
06 Jan 2020 | By John Ricciardi
Turning global data into investment insight

Watch John Ricciardi, head of global asset allocation and lead manager of the Merian Global Dynamic Allocation Fund discuss how...

13 Dec 2019 | By Richard Buxton
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...

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. ...

06 Dec 2019 | By John Ricciardi
Is world production set to rebound?

Don’t believe the recession hype, a rebound in global production is in sight.

28 Nov 2019 | By Huw Davies
Credit where it’s due: The case against passives

An ETF is a deeply inefficient means of accessing credit exposure, or indeed any asset class in which there is...

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...

25 Nov 2019 | By Dan Nickols
Primed for action

When Brexit certainty finally comes, we are poised to take advantage.

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 Richard Buxton
A call for festive confidence

Move beyond the political stasis, and the economy and stock market are well positioned to deliver some cheer, says Richard...

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 | By Ian Heslop
Market Minutes: a new approach to European equities

How our global equities team’s unique, systematic approach is now being applied to European equities....

23 Sep 2019 | By Vincent Che
Chinese Stocks Have Flown Under the Radar But That’s About to Change

Our quantamental investment process helps to uncover compelling stock opportunities in China’s equity market, which is poised for rapid expansion...

23 Sep 2019 | By Vincent Che
Chinese Stocks Have Flown Under the Radar But That’s About to Change

Our quantamental investment process helps to uncover compelling stock opportunities in China’s equity market, which is poised for rapid expansion...

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 | By Ian Heslop
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...

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...

28 Jun 2019 | By Richard Buxton
Finding Value and Growth in UK Equities

Buying growth compounding shares isn’t the only way to generate returns in UK equities, explains UK Alpha Fund manager Richard...

14 May 2019 | By Richard Buxton
The new UK corporate code – Fit for purpose?

The revised UK corporate governance rules include some radical changes that could help to rebuild public confidence in business....

16 Apr 2019 | By Richard Watts
Getting to Know UK Mid Caps

At first glance, the backdrop for UK small cap investing looks a rather daunting one.

13 Mar 2019 | By Richard Buxton
Spring Statement 2019: sometimes it’s tough being Tigger

The economic fundamentals of the UK are in remarkably good health, and should bring cheer to investors in UK companies...

12 Mar 2019 | By Richard Buxton
Are UK equities undervalued?

The UK economy could accelerate if the Brexit ‘handbrake’ is lifted, given its underlying strength, while UK equities valuations are...

08 Mar 2019 | By Richard Buxton
Sterling has a spring in its step (and so should you)

Sterling has a spring in its step, and UK investors should too, says Richard Buxton, head of UK equities at...

04 Mar 2019 | By Ned Naylor-Leyland
The dollar’s loss is gold’s gain

The importance of gold’s status as apolitical money is becoming increasingly clear as the dollar loses its influence....

19 Feb 2019 | By Ned Naylor-Leyland
Missing a trick

The importance of gold’s status as apolitical money is becoming increasingly clear as the dollar loses its influence....

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 | By Richard Buxton
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 Ian Heslop
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 | By Richard Buxton, Ian Ormiston
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
The effect of quantitative tightening

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

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 | By Richard Buxton
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...

02 Nov 2018 | By Dan Nickols
A healthy correction

Against the backdrop of recent market volatility, Dan Nickols explains why positioning in the UK mid- and small-cap team’s portfolios...

30 Oct 2018 | By Nick Payne
Advantage of Terrain: A guide to spotting winning companies

Companies with sustainable profitability have found ways to benefit from competitive positioning and economic terrain

29 Oct 2018 | By Richard Buxton
Britain: You’ve been placed on hold

Richard Buxton, head of UK equities at Merian Global Investors and manager of the Merian UK Alpha Fund, weighs up...

26 Oct 2018 | By Nicholas Wall
European Commission rejects Italian budget

Nicholas Wall, manager of the Merian Strategic Absolute Return Bond Fund, comments on the Italian budget. ...

25 Oct 2018 | By Lloyd Harris
Food of the Gods

CoCos are a growing asset class with attractive yields and low volatility. What’s not to like?...

23 Oct 2018 | By Richard Buxton
A closing window of opportunity

Expect more activity from the Bank of England as Brexit moves closer to a possible conclusion....

13 Aug 2018 | By Delphine Arrighi
Turkey’s crisis: policy response disappointing so far

Delphine Arrighi comments on the Turkish economic crisis.

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...

22 Nov 2017 | By Richard Buxton
Autumn Budget 2017: Still on the garage forecourt

Automotive quips, support for new, cleaner car technologies, and some deft salesmanship from the Chancellor aside, this Budget was motivated...

11 Oct 2017 | By Ian Ormiston
Disruptive thinking

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

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...

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...

20 Mar 2017 | By Richard Buxton
Triggering of article 50 – phoney war tactics

Logic would suggest that the triggering of such a momentous event, and one which everyone knows is coming, should be...

08 Mar 2017 | By Ian Ormiston
Triggering of article 50 – Europe carries on regardless

If the bluff and bluster dominating headlines in the UK is anything to go by, it would be easy to...

23 Nov 2016 | By Richard Buxton
Hammond’s hardly top gear

The reaction of financial markets to the new Chancellor’s first, and last, Autumn Statement pretty much says it all; big...

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 Richard Buxton
Not wholly unexpected

If the Brexit vote taught us anything, it is don’t trust the stock market’s initial knee-jerk reaction to shock news...

02 Nov 2016 | By Lloyd Harris
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. ...

24 Oct 2016 | By Richard Buxton
Brexit means Brexit: and uncertainty means opportunity

Even the best-laid plans can sometimes go awry. My thinking prior to the EU referendum vote on 23 June was...

27 Sep 2016
‘Wait-and-see’ fed creates rates market opportunities

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

24 Jun 2016 | By Richard Buxton
Good-bye to the status quo

In an unprecedented move, the UK has voted to leave the European Union. As the initial reaction in stock markets...

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...

WEBCASTS
Global Equities update with Dr. Ian Heslop and Justin Wells – Q4 2019 PM
14 Jan 2020 | 4:30 PM (GMT) | 30mn

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

Commentator(s):
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Global Equities update with Dr. Ian Heslop and Justin Wells – Q4 2019 AM
14 Jan 2020 | 8:30 AM (GMT) | 30mn

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

Commentator(s):
Find out more
Global Equities update with Dr. Ian Heslop and Justin Wells – Q4 2019 AM
14 Jan 2020 | 8:30 AM (GMT) | 30mn

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

Commentator(s):
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UK Small and Mid Caps: The post-Brexit opportunity beckons
08 Jan 2020 | 10:00 AM (GMT) | 41mn

After three and a half years of Brexit-related uncertainty, the UK equity market finally has some clarity. As the UK...

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