Category: Global Equities

Category: Global Equities

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,...

05.07.2018

Emerging market equities: be selective

Nick Payne, head of global emerging markets, examines the reasons behind the current volatility in emerging markets and what this...

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...

16.03.2018

Emerging markets supported by macro environment

Emerging market debt went through a long overdue correction in February, but the overall macro story remains very supportive of...

26.02.2018

Is your income fund as safe as you think?

All is not quiet in equity markets, and investors need to be aware of hidden risks.

22.02.2018

The brave new world of investor sentiment

The sharp correction in equity markets in early February 2018 has reignited the debate over what moves markets: rational economics...

12.10.2017

The march of the machines

Resist it or embrace it, the age of technological innovation is upon us.

11.10.2017

Emerging stronger

The list of reasons for being optimistic on emerging markets just got longer.

10.07.2017

Consistent returns in a changing world

A powerful cocktail of economic headwinds, disparities in income between rich and poor, polarisation in beliefs and sporadic ‘lone wolf’...

12.05.2017

Avoiding the pitfalls: style bias

Investment style is one of the most important considerations both when understanding the dynamics of equity markets, and when assessing...

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