Topic: Market Minutes

06.05.2020

Market Minutes: what is the optimal portfolio following the coronavirus shock?

Want to find out what our global asset allocation team’s analysis of macro data is telling us about potential future...

07.04.2020

Market Minutes: our investment and economic projections following the coronavirus shock

Want to find out what our global asset allocation team’s analysis of macro data is telling us about potential future...

16.03.2020

Market Minutes – coronavirus special: UK equities

From Brexit to the coronavirus pandemic – but what next? Richard Buxton, head of UK equities, and Dan Nickols, head...

16.03.2020

Market Minutes – coronavirus special: global asset allocation

Head of global asset allocation, John Ricciardi has seen his fair share of periods of elevated market volatility, having navigated...

20.02.2020

Market Minutes: will the coronavirus threaten economic growth?

Want to find out what our global asset allocation team’s analysis of macro data is telling us about potential future...

06.01.2020

Turning global data into investment insight

Watch John Ricciardi, head of global asset allocation and lead manager of the Merian Global Dynamic Allocation Fund discuss how...

20.09.2019

Market Minutes: what next for China?

What the future may hold for China, its economy and stock market

20.09.2019

Market Minutes: finding treasure in emerging market equities

Why searching for strong economic moats is a good way to find companies able to sustain profitability over many years.

01.03.2019

Are CoCos a misunderstood asset class?

CoCos (contingent convertible bonds) should be understood in the light of strengthening bank balance sheets over recent years.

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