Author: pammyjoha

12.03.2019

Are UK equities undervalued?

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

08.03.2019

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...

04.03.2019

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.

19.02.2019

Missing a trick

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

02.11.2018

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...

30.10.2018

Advantage of Terrain: A guide to spotting winning companies

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

29.10.2018

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...

26.10.2018

European Commission rejects Italian budget

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

25.10.2018

Food of the Gods

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

23.10.2018

A closing window of opportunity

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

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