Category: UK equities

Category: UK equities

22.01.2019

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...

15.01.2019

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...

10.12.2018

Fundamentals intact

Dan Nickols, head of UK small and mid caps at Merian Global Investors, says it’s time to look beyond the...

07.12.2018

Positioning for market volatility

A discussion of the macroeconomic reasons behind market volatility, Brexit, quantitative tightening, and their effects on equities and bonds.

04.12.2018

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...

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,...

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...

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...

23.10.2018

A closing window of opportunity

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

11.10.2018

Recent market volatility: our managers comment

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

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