Category: UK Equities

Category: UK Equities

31.05.2019

Market Minutes: prospects for UK equities

What are the key themes influencing UK equities in 2019 in the small- mid- and large-cap sectors?

31.05.2019

Market Minutes: some of our leading managers share their thinking

Some of our leading fund managers are interviewed and give presentations on equity and bond markets, sharing their views on...

22.01.2019

Reasons to be optimistic about UK mid caps

Richard Watts argues that after a difficult year for equities in 2018, many stocks have been oversold, enabling investors to...

15.01.2019

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...

10.12.2018

Fundamentals intact

Dan Nickols, head of UK small and mid caps at Merian Global Investors, says it’s time to look beyond the...

07.12.2018

Positioning for market volatility

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

04.12.2018

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...

07.11.2018

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,...

27.06.2018

Growth opportunities abound

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

09.03.2018

Embrace the new normal

Spring is in the air. Wakened from their cosy lethargy of the long winter months, Mother Nature’s ‘green shoots’ are...

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