Media Type: Article

15.05.2020

In praise of big (bank) buffers

The latest, clear signals from the European Central Bank should provide significant reassurance for coco investors – here’s why.

04.05.2020

Looking through the Covid-19 mist

A thoughtful approach to fixed income investment in the pandemic can obviate the need to ‘roll the dice’ in the...

28.04.2020

Banks: part of the solution, not part of the problem

Banks are key to the recovery from the economic shock dealt by Covid-19, and could even achieve renewed public esteem.

15.04.2020

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...

09.04.2020

Silver’s shining playbook

We are living through very strange times but it’s worth remembering that the Merian Gold & Silver Fund was established...

03.04.2020

Coronavirus: investing in UK banks

Rob James, manager of the Merian Financials Contingent Capital Fund and financials analyst at Merian Global Investors considers how lessons...

02.04.2020

Coronavirus: our investment and economic projections

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

30.03.2020

Update: Merian Global Equity and World Equity Funds

An update for investors in the funds, covering the past few weeks of the Covid-19 crisis.

26.03.2020

GEM portfolio update – March 2020

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

23.03.2020

A Contingency Plan

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

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