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
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...

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...

Positioning for market volatility

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

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...

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. ...

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...

03 Jul 2018 | By Ned Naylor-Leyland
Gold: right time, right place

As the US and eurozone central banks begin unwinding their unconventional monetary policies – involving purchasing unprecedented amounts of bonds...

27 Jun 2018 | By Dan Nickols, Richard Watts
Growth opportunities abound

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

16 Mar 2018 | By Nick Payne
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...

26 Feb 2018 | By Ian Heslop
Is your income fund as safe as you think?

All is not quiet in equity markets, and investors need to be aware of hidden risks. ...

22 Feb 2018 | By Ned Naylor-Leyland
Gold and gold equities: essential portfolio diversifiers

In this note, the manager looksat correlations between globalequities, and gold and goldequities, during five periods of sharpstock market falls...

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.

09 Oct 2017 | By Ned Naylor-Leyland
Gold: The trade facilitator

The optimism pervading stock markets over the summer months would suggest investors, for the moment at least, believe tapering is...

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...

03 May 2017 | By Ned Naylor-Leyland
The last days of the US dollar?

History doesn’t repeat, but it heaves with echoes and rhythms. Market commentators spend their days rootling through history to draw...

02 Nov 2016
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. ...

01 Sep 2016 | By Tim Service
Stock-picking our way through the uncertainty

The opportunity set, both on the long and short side, is as compelling as it has ever been, explains Tim...

24 Jun 2016
Brexit: rates markets globally assess the implications

In common with other areas of the global financial markets, the interest rate and inflation markets have seen a marked...

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...

WEBCASTS
Global Equities update – Q4 2018
10 Jan 2019 | 9:00 AM (GMT) | 30 min

Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the...

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