見解

瀏覽由先機環球投資基金經理就重大經濟和金融市場事件所發表的一系列文章及其他內容。

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19 Aug 2020 | By Ned Naylor-Leyland
黃金年代

對黃金白銀投資者而言,今年的投資環境急遽轉變。過去十年,黃金投資者一直在乾旱荒蕪的灌叢徘徊,如今,他們終於看到如英國郊外的初春花園般的全新景象。

28 Jul 2020 | By Ned Naylor-Leyland
白銀價格急升的理由充分

剖析白銀價格近月大漲的背後原因

16 Jun 2020 | By Richard Buxton
UK equities: peering across the valley of recovery

2020 has so far delivered a savage equity market downturn, followed by a powerful rally. Risks still remain, but conversations...

08 Jun 2020 | By Mark Nash
Don’t fight the Fed: why it is time to look again at absolute return bond investing

The US Federal Reserve has shown fierce determination in countering the economic fallout from COVID-19, but investors need to think...

05 Jun 2020 | By Nick Payne
Three unexpected benefits of the COVID-19 lockdown

Despite the economic damage caused by the lockdown, there are some surprisingly positive side-effects of which investors should be aware...

15 Apr 2020 | By Richard Buxton
Let’s finally consign “boom and bust” to the history books

Whilst we all focus on the immediate challenges posed by Covid-19, companies, investors and Government must also begin to think...

16 Mar 2020
Market Minutes – coronavirus special: UK equities

From Brexit to the coronavirus pandemic – but what next? Richard Buxton, head of UK equities, and Dan Nickols, head...

16 Mar 2020
Market Minutes – coronavirus special: global asset allocation

Head of global asset allocation, John Ricciardi has seen his fair share of periods of elevated market volatility, having navigated...

25 Nov 2019
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...

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.

21 Nov 2019 | By Nicholas Wall
The great reversal

The low-growth, strong-dollar cycle may be nearing an end.

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...

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...

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. ...

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
Emerging markets: finding great companies at bargain prices
29 Apr 2020 | 10:00 AM (GMT) | 60mn

How have emerging market equities been affected by the crisis, and is volatility letting outstanding international companies go at cheap...

Commentator(s):
Global Equities update with Dr. Ian Heslop and Justin Wells PM
09 Apr 2020 | 4:30 PM (GMT) | 60mn

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

Commentator(s):
Unpicking the pandemic: unique insights from our China equity experts
09 Apr 2020 | 11:30 AM (GMT) | 12mn

Through our unique partnership with the Hong Kong-based asset management arm of the Chinese insurance, finance and technology giant Ping...

Commentator(s):

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Global Equities update with Dr. Ian Heslop and Justin Wells AM
09 Apr 2020 | 8:30 AM (GMT) | 60mn

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

Commentator(s):
The new era of “quarantine easing”
26 Mar 2020 | 10:30 AM (GMT) | 60mn

Mark Nash and Nick Wall of the Merian Global Investors multi-sector fixed income team have been highlighting perceived vulnerabilities in...

Commentator(s):

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