Our projections indicate a profound economic shock, and that the global cycle downswing will deepen into June.
The past few weeks have seen gold and silver mining equities mimic the depths of the 2008 equity market collapse....
An update for investors in the funds, covering the past few weeks of the Covid-19 crisis.
I wanted to give you an update on the Merian GEM portfolio in these unprecedented times.
The Merian Financials Contingent Capital Fund’s preference for well-capitalised, high-reset CoCo bonds has meant that it hasn’t been as exposed...
Despite the coronavirus crisis, emerging market hard currency debt has performed resiliently. This is why.
The UK electorate has rejected hard-line left-wing politics and voted for free market capitalism.
The result of the election should help UK small caps, companies exposed to infrastructure spending, and the IPO market.
After three and a half years of uncertainty, today’s clear electoral result means that the UK is once again investable.
With the Fed on hold and a slow and steady global growth recovery, the conditions look good for emerging market...