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Merian Global Investors

  • Date
  • Rating
  • Views
  • Why emerging markets bounced in early 2019
    Why emerging markets bounced in early 2019
    Nick Payne Recorded: May 24 2019 6 mins
    Three forces holding back emerging markets last year have largely abated, says Nick Payne, head of global emerging markets.
  • The Fed's policy mistake
    The Fed's policy mistake
    Mark Nash Recorded: May 24 2019 4 mins
    The US Federal Reserve’s change of course from hawkish to dovish has important implications for all asset classes, argues Mark Nash, head of fixed income.
  • Don't fall into behavioural traps
    Don't fall into behavioural traps
    Ian Heslop Recorded: May 24 2019 4 mins
    Behavioural or psychological biases such as herding can lead to market mispricing of equities.
  • Facing challenges in global equities markets
    Facing challenges in global equities markets
    Ian Heslop Recorded: May 24 2019 6 mins
    Challenging conditions in global equities markets over recent months should be understood in a long-term context.
  • CoCos - beneficiaries of stronger bank balance sheets
    CoCos - beneficiaries of stronger bank balance sheets
    Rob James Recorded: May 24 2019 6 mins
    Banks have been on a very long journey since the global financial crisis, which may mean that CoCos are more attractive than many investors currently appreciate.
  • China's reforms will improve companies' ROE
    China's reforms will improve companies' ROE
    Vincent Che Recorded: May 24 2019 3 mins
    While the long-term outlook for China is good, investors should look closely at Chinese companies' return on equity (ROE).
  • Are CoCos a misunderstood asset class?
    Are CoCos a misunderstood asset class?
    Huw Davies Recorded: May 24 2019 8 mins
    CoCos (contingent convertible bonds) should be understood in the light of strengthening bank balance sheets over recent years.
  • Are UK equities undervalued?
    Are UK equities undervalued?
    Richard Buxton Recorded: May 24 2019 5 mins
    The UK economy could accelerate if the Brexit ‘handbrake’ is lifted, given its underlying strength, while UK equities valuations are below long-term averages.
  • Finding value and growth in UK small and mid caps
    Finding value and growth in UK small and mid caps
    Dan Nickols and Richard Watts Recorded: May 23 2019 37 mins
    Please join Dan Nickols, manager of the Merian UK Smaller Companies Fund, and Richard Watts, manager of the Merian UK Mid Cap Fund, for a live webcast. they will share their views on the state of play for UK small and mid cap stocks, where they see opportunities and challenges, the impact of Brexit and positioning and performance of their funds.

    As always, Dan and Richard will be happy to take your questions at the end of the call.


    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    Passcode: 66503
  • UK equities, opportunities and the 'handbrake'
    UK equities, opportunities and the 'handbrake'
    Richard Buxton Recorded: Apr 24 2019 41 mins
    Please join Richard Buxton for his monthly update call. He will discuss fund performance, activity and positioning as well as his views on investor sentiment, Fed policy, the Brexit economic 'handbrake' and opportunities and risks among UK large-cap stocks.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    Passcode: 65694

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