Category: Global equities

Category: Global equities


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,...


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...


Growth opportunities abound

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


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...


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.


The brave new world of investor sentiment

The sharp correction in equity markets in early February 2018 has reignited the debate over what moves markets: rational economics...


Emerging stronger

The list of reasons for being optimistic on emerging markets just got longer.


Avoiding the pitfalls: style bias

Investment style is one of the most important considerations both when understanding the dynamics of equity markets, and when assessing...


Avoiding the pitfalls: making macro bets

In investment, over-confidence about our ability to forecast events can be a pitfall.


Stockpicking without subjectivity

After the great financial crisis of 2008, the US economy evolved through both remedial and recovery phases, and is now...