Category: UK Equities

Category: UK 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,...

09.03.2018

Embrace the new normal

Spring is in the air. Wakened from their cosy lethargy of the long winter months, Mother Nature’s ‘green shoots’ are...

06.07.2017

Not entirely normal

At the time of writing, the yield on the 10-year US government bond (at just over 2%) almost matches that...

09.06.2017

The youngsters’ revolution

Most of us had become familiar with Theresa May’s distinctive prime ministerial style in the nearly 10 months she’d been...

02.05.2017

The long, lazy days of summer

Having notched up eight successive years of gains since the dark days of spring 2009, stock markets continue to flirt...

20.01.2017

Inauguration of Donald trump as president of the United States: the consequences for equities

What will occupy front and centre stage in the first hundred days of Trump’s presidency is his focus on tax...

05.12.2016

OMGI managers react to Italian referendum

After the Brexit vote and US election, one might have expected the latest kick delivered by the electorate of an...

14.11.2016

Trump: the bull case

Having so completely misjudged the result of the UK's EU membership referendum, it will no doubt be easy for readers...

09.11.2016

Letter from America

A campaign which has 'divided the country', brought out the worst in people and played deeply on ingrained suspicion of...

01.09.2016

Stock-picking our way through the uncertainty

The opportunity set, both on the long and short side, is as compelling as it has ever been, explains Tim...

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