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ARTICLES
16 Nov 2018 | By Freddie Woolfe
The Iceland advert and its frosty reception

Why the palm oil discussion has wider implications for businesses in the coming years.

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 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...

01 Nov 2018 | By Ned Naylor-Leyland
Trade Wars and Gold

Weighing what US trade wars mean for gold

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 Delphine Arrighi
Brazil’s honeymoon with the markets

Delphine Arrighi, manager of the Merian Emerging Market Debt Fund at Merian Global Investors, comments on the election of Jair...

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....

12 Oct 2018 | By Freddie Woolfe
Powerful reading

Freddie Woolfe, head of responsible investment and stewardship, weighs the latest UN report on climate change and its potential implications...

Market volatility: managers comment

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

10 Oct 2018 | By Mark Nash
A year of change

Mark Nash, head of fixed income, weighs a new volatile environment for investors.

08 Oct 2018 | By Ian Heslop
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...

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

Delphine Arrighi comments on the Turkish economic crisis.

06 Aug 2018 | By Rob James
UK banks are alive and kicking

Analysts’ questions are now much more focused on the business of banking, such as volumes, margins and provisioning rather than...

27 Jul 2018 | By Nicholas Wall
To hike or not to hike

For a nation that has endured the trials and tribulations of Love Island over the summer, the original unreliable boyfriend...

16 Jul 2018 | By Ian Ormiston
Investors can celebrate this Bastille Day

Ahead of France’s national day on Saturday, Ian Ormiston, manager of the Old Mutual Europe (ex UK) Smaller Companies Fund...

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...

23 May 2018 | By Nicholas Wall
Are we looking at Italexit?

Nicholas Wall, manager of the Old Mutual Strategic Absolute Return Bond Fund, Old Mutual Global Investors, considers whether the current...

23 May 2018 | By Ed Meier
UK retailers’ real estate headache

Ed Meier, manager of the Old Mutual UK Equity Income Fund, comments on UK retailers.

15 May 2018 | By Ned Naylor-Leyland
Real interest rates are the real drivers of the gold price

Ned Naylor-Leyland, manager of the Old Mutual Gold & Silver Fund, reminds investors that as long as real US interest...

10 May 2018 | By Mark Nash
BoE interest rate decision

Recent weakness in the economic data and Brexit uncertainty saw the Bank of England back away from raising interest rates...

29 Mar 2018 | By Richard Buxton
One year to go

Following the recent draft withdrawal agreement, we have just one year to run before the UK ceases to be a...

28 Mar 2018 | By Nick Payne
Why emerging market equity investors shouldn’t fear the Fed

As was widely anticipated, Jerome Powell, the new chairman of the US Federal Reserve, notched up the first interest rate...

26 Mar 2018 | By Mark Nash
Fed interest rate decision – March 2018

The US Federal Reserve (Fed) raises rates 25 basis points, but the changes from the Fed can be best described...

13 Mar 2018 | By Richard Buxton
Light at the end of the tunnel for UK plc?

The chancellor's spring statement revealed little in terms of hard facts and figures but the overall economic growth trend for...

05 Mar 2018 | By Ian Ormiston
Actions, not words

Another year, another set of ‘shock’ election results which really follow a well-established pattern.

09 Feb 2018 | By Rob James
Rising rates and the banking silver lining

Markets around the world are fretting over the move upwards in interest rates, both at the base rate level (both...

02 Feb 2018 | By Nicholas Wall
Powell must control inflation genie once it leaves the bottle

“Incoming Federal Reserve Chair Jerome Powell has a tough job in front of him. He inherits sky high asset valuations...

26 Jan 2018 | By Nicholas Wall
Baton passed: Comment on the European Central Bank monthly meeting

“It would appear that, after many years of central bankers’ largesse, their omnipotence is fading as economic fundamentals take centre...

18 Jan 2018 | By Ian Heslop
Trump: One year on

As we approach the first anniversary of Donald Trump’s inauguration as president of the United States, Ian Heslop, manager of...

11 Jan 2018 | By Ed Meier
Tesco Christmas trading update

It is slightly unfortunate that the headline numbers have taken a little shine off what are good underlying results for...

28 Nov 2017 | By Rob James
Comment on the annual UK stress tests

The annual results of the UK stress test on the banking system have been released today. ...

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...

10 Nov 2017 | By Ned Naylor-Leyland
Sprott Asset Management’s attempted takeover of Central Fund of Canada

For over two years Sprott Asset Management (Sprott) has been trying to win control of the management of Central Fund...

02 Nov 2017 | By Mark Nash
Cautious BoE stokes medium-term risks

The pace of growth in the UK economy has been driven for years almost solely by the increase in labour...

31 Oct 2017 | By Rob James
UK banks would welcome BoE rate rise

For over two years Sprott Asset Management (Sprott) has been trying to win control of the management of Central Fund...

12 Oct 2017 | By Ian Heslop
The march of the machines

Resist it or embrace it, the age of technological innovation is upon us.

11 Oct 2017 | By Ian Ormiston
Disruptive thinking

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

04 Oct 2017 | By Ed Meier
Tesco on track for full recovery

This morning Tesco reintroduced an interim dividend of 1p for the first time since its accounting scandal in 2014/5. ...

25 Sep 2017 | By Ian Ormiston
An empty victory for Merkel

So, the headlines focus on a fourth term for Angela Merkel and the first time appearance of the right wing...

21 Sep 2017 | By Nicholas Wall
The Fed ploughs ahead

This was widely expected; the Fed had wanted to get the process of balance sheet reduction underway before its composition...

14 Sep 2017 | By Mark Nash
BoE puts its foot down

The Bank of England’s (BoE) trade-off is beginning to give the central bank some discomfort: engaging in record low interest...

16 Aug 2017 | By Mark Nash
UK inflation data back BoE – Giving greenlight for a weaker pound

Record-low savings rates and rising inflation have not yet persuaded the Bank of England (BoE) to hike interest rates –...

09 Aug 2017 | By Ned Naylor-Leyland
Will North Korea be the catalyst for a new bull market in gold?

Gold and silver prices jumped as the President Trump/ North Korea stand-off escalated.

26 Jul 2017 | By Nicholas Wall
Why Greece is returning to the bond market

Greece plans to issue a new benchmark five-year bond. We believe that changes in the European political landscape, together with...

13 Jul 2017 | By Ian Ormiston
Is France on the march to a new revolution?

French politics have dominated European headlines in 2017. However, the initial cloud cast over the presidential election by the divisive...

12 Jul 2017 | By Mark Nash
UK unemployment data add to pressure on BoE

Since the EU referendum in June last year, the pound has taken the full impact of the weaker outlook for...

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...

05 Jul 2017 | By Mark Nash
10 years after last rate hike, BoE grapples with inflation mandate

It has now been 10 years since the Bank of England (BoE) last hiked interest rates, the longest pause in...

04 Jul 2017 | By Ian Heslop
Fourth of July: Celebrate responsibly

As the US celebrates Independence Day, investors can be delighted with the long-term performance of its stock market. ...

27 Jun 2017 | By Rob James
Impact of the BoE financial stability report on banks

The much anticipated Financial Stability Report was issued today by the Bank of England’s Financial Policy Committee....

15 Jun 2017 | By Mark Nash
BoE follows Fed with hawkish surprise

The Bank of England’s (BoE) Monetary Policy Committee left rates unchanged at 0.25% at its June meeting, but surprised...

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...

08 Jun 2017 | By Nicholas Wall
ECB takes baby steps towards policy normalisation

The long journey to European Central Bank (ECB) policy normalisation continues in baby steps.

08 May 2017 | By Ian Ormiston
Macron storms to victory

The largest political bogeyman of 2017 has been laid to rest following Emmanuel Macron’s French presidential run-off victory over Marine...

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...

15 Mar 2017 | By Nicholas Wall
Fed finger to stay on rate-hike trigger

The US Federal Reserve (Fed) has just raised interest rates for the third time in a decade, in a significant...

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...

10 Feb 2017
Shinzō Abe: The risk taker

As Prime Minister Shinzō Abe meets with President Donald Trump in Washington D.C. this Friday, he should be given...

27 Jan 2017 | By Simon Murphy
Tesco and Booker Group merger

From a Booker Group perspective the announced synergies of at least £200m per annum exceed the entire profits of the...

15 Dec 2016 | By Nicholas Wall
Fed takes a step towards normalisation

The US Federal Reserve (Fed) hiked interest rates for the first time this year while economic projections were not changed...

14 Nov 2016 | By Richard Buxton
Trump: the bull case

Having so completely misjudged the result of the UK's EU membership referendum, it will no doubt be easy for readers...

07 Oct 2016 | By Mark Nash
Why Brexit negotiations could lead to more sterling volatility

The fall in the British pound this week to 31 year lows came after clues emerged from the Conservative Party...

21 Sep 2016 | By Nicholas Wall
The BoJ tweaks it’s armoury

With central banks across the world attempting to hit their inflation targets, the Bank of Japan (BoJ) has adopted a...

04 Aug 2016 | By Nicholas Wall
BoE wields sledgehammer to curb Brexit risks

The Bank of England (BoE) eased monetary policy aggressively today, adopting a broad range of policy measures as it seeks...

21 Apr 2016
Life beyond the referendum; investment opportunities in UK plc

In its annual St. George’s Day focus on the Best of British, Old Mutual Global Investors award-winning UK Equity team...

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...

19 Nov 2015 | By Liam Nunn
Pig ignorant: Why blindness to base rates can hurt investor health

As I opened my fridge and instinctively reached for the packet of bacon, I suddenly found myself hesitating....

14 Oct 2015 | By Simon Murphy
Battered investor morale in UK equities

The last few months have been a torrid time for stock market investors globally, and whilst emerging markets have seen...

14 Oct 2015 | By Richard Buxton
Dip-buying in UK equities

As we enter the last few months of the year and consider what 2016 may bring investors, events in the...

17 Jun 2015 | By Ian Heslop
Every cloud…

Investors should look beyond the bull-bear tug of war that’s dominating US equity headlines and focus on the economy’s long-term...

08 May 2015 | By Richard Buxton
2015 election: The result

A good General Election result for the UK economy, but not a good day for the United Kingdom...

17 Mar 2015 | By Ian Ormiston
The land of opportunity

Some six and half years on from the onset of the global financial crisis, it’s not just Irish eyes that...

11 Mar 2015 | By Ian Ormiston
Ian Ormiston: Yearning for domestic bliss

While US industry big-wigs Warren Buffett and Robert Shiller have recently been banging the drum for Europe amid renewed investor...

02 Mar 2015 | By Liam Nunn
Artificial randomness: shuffling iPods, philosophical hunter-gatherers and technical analysis

"Our brain is an excellent pattern-matching device. It will find patterns where there aren't any."

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