Author: daramacraghnaill

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.

23.04.2020

The irresistible glow of the gold miners

Gold miners have long been that awkward, unwelcome cousin at a family party, placed on the children’s table as far...

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.

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