Media Type: Article

15.01.2019

Brexit meaningful vote: division bells ring out loud

Richard Buxton comments on the result of the meaningful vote on Theresa May’s Brexit deal, arguing that the chance of...

15.01.2019

Brexit meaningful vote: division bells ring out loud

Richard Buxton comments on the result of the meaningful vote on Theresa May’s Brexit deal, arguing that the chance of...

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,...

10.10.2018

A year of change

Mark Nash, head of fixed income, weighs a new volatile environment for investors.

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...

03.07.2018

Gold: right time, right place

As the US and eurozone central banks begin unwinding their unconventional monetary policies – involving purchasing unprecedented amounts of bonds...

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...

13.06.2018

Emerging markets: storm in a teacup?

Is the indiscriminate selloff seen in emerging markets in recent weeks really a replay of 2013’s ‘taper tantrum’ or a...

21.05.2018

Real interest rates are the real drivers of the gold price

Ned Naylor-Leyland, manager of the Old Mutual Gold & Silver Fund, reminds investors that as long as real US interest...

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...

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