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.

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...

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.

25.11.2019

Green shoots and inflows for emerging market debt

With the Fed on hold and a slow and steady global growth recovery, the conditions look good for emerging market...

25.11.2019

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...

21.11.2019

Beta clockers

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

21.11.2019

The great reversal

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

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