Our projections indicate a profound economic shock, and that the global cycle downswing will deepen into June....

I wanted to give you an update on the Merian GEM portfolio in these unprecedented times....

The Merian Financials Contingent Capital Fund’s preference for well-capitalised, high-reset CoCo bonds has meant that it hasn’t been as exposed...

As equity markets around the world feel the pinch, the oil price tumbles and developed world government bond yields touch...

China equity valuations are supportive, the country’s growth story is compelling and we would expect to see investors increasing their...

Investors can hold physical gold alone, or enjoy the beta benefits of broadening their reach.

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

CoCos may have an important role to play as interest rates fall across the yield curve and increased life expectancy...

Chris Mahoney, assistant portfolio manager of the Merian Gold & Silver Fund, looks at the reasons behind the rising gold...

CoCos (contingent convertible bonds) should be understood in the light of strengthening bank balance sheets over recent years. ...

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

Delphine Arrighi comments on the Turkish economic crisis.

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

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

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

Nick Payne, head of global emerging markets, examines the reasons behind the current volatility in emerging markets and what this...

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Automotive quips, support for new, cleaner car technologies, and some deft salesmanship from the Chancellor aside, this Budget was motivated...

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Shopping for anything that is in short supply is frustrating. In the world of savings, where interest rates are at...

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

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

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

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

Most of us had become familiar with Theresa May’s distinctive prime ministerial style in the nearly 10 months she’d been...

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

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

Logic would suggest that the triggering of such a momentous event, and one which everyone knows is coming, should be...

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

If the bluff and bluster dominating headlines in the UK is anything to go by, it would be easy to...

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

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

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

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

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

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

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

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

It has been a harsh start to 2016, but the pain is likely to be front-end loaded rather than persist...

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

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

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

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

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

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

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

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