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Global Equities update with Dr. Ian Heslop - Q2 2018 PM

Dear Investor,

Please join us on Thursday 5 July for our quarterly review call to discuss the performance of the Old Mutual Global Equity Absolute Return Fund (GEAR) and long only funds managed by the global equities team, including the Global Equity, North American Equity and Asia Pacific Funds.

Dr Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, including recent political uncertainty, and changes in investor sentiment and appetite for risk.

They will detail how the funds have been navigating these conditions over the last quarter, and as always will be happy to take your questions.

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

Password: 59827
Recorded Jul 5 2018 26 mins
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Presented by
Dr. Ian Heslop and Justin Wells
Presentation preview: Global Equities update with Dr. Ian Heslop - Q2 2018 PM

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  • Global Equities update with Dr. Ian Heslop & Justin Wells - Q2 2019 PM Jul 11 2019 3:30 pm UTC 45 mins
    Dr. Ian Heslop and Justin Wells
    Please join Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, for their quarterly review update call. They will update you on the global equities team’s latest market analysis, and share with you their assessment of recent changes in investor sentiment and risk appetite.

    They will review the performance of the strategies managed by the global equities team, explain how they are positioned in the current market environment, and as always will be happy to take your questions.
  • Global Equities update with Dr. Ian Heslop and Justin Wells - Q2 2019 AM Jul 11 2019 7:30 am UTC 45 mins
    Dr. Ian Heslop and Justin Wells
    Please join Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, for their quarterly review update call. They will update you on the global equities team’s latest market analysis, and share with you their assessment of recent changes in investor sentiment and risk appetite.

    They will review the performance of the strategies managed by the global equities team, explain how they are positioned in the current market environment, and as always will be happy to take your questions.
  • Multi-sector fixed income: don’t get caught in a rut Recorded: Jun 12 2019 25 mins
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    Please join Mark Nash, head of fixed income and Nicholas Wall, fund manager, for their latest fixed income update.

    During the call, Mark and Nick will discuss:


    How nimbleness and swift decision-making have enabled them to add significant value to portfolios in 2019 so far;

    Why prioritising the robust allocation of the risk budget is the key to long-term success; and

    Why they believe that short-term caution on risk assets such as emerging market debt should, ultimately, give way to longer-term optimism.

    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
    Password: 66883
  • Real yields are collapsing, is gold the answer? Webcast update Recorded: Jun 10 2019 36 mins
    Ned Naylor-Leyland
    With real yields collapsing and investors flocking to gold, Ned Naylor-Leyland will explain why he believes now really is gold’s time, and how the Merian Gold & Silver Fund is primed for such an environment.

    Ned 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
    Password: 66883
  • Global Equities update with Dr. Ian Heslop & Justin Wells - Q1 2019 PM Recorded: Apr 5 2019 33 mins
    Dr. Ian Heslop and Justin Wells
    Please join us for our quarterly review call to discuss the performance of the Merian Global Equity Absolute Return Fund (GEAR) and long only funds managed by the global equities team.

    Dr Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, changes in investor sentiment and appetite for risk.

    Participant Dial In Numbers:
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    Password: 65230
  • Global Equities update with Dr. Ian Heslop & Justin Wells - Q1 2019 AM Recorded: Apr 5 2019 29 mins
    Dr. Ian Heslop and Justin Wells
    Please join us for our quarterly review call to discuss the performance of the Merian Global Equity Absolute Return Fund (GEAR) and long only funds managed by the global equities team.

    Dr Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, changes in investor sentiment and appetite for risk.

    Participant Dial In Numbers:
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    Password: 65230
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    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
    Password: 64452
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    He will detail why he believes that emerging markets equities remain undervalued despite this year’s rally, and explain why he favours investing in higher quality companies.

    As always, Nick will be happy to take your questions.

    Participant Dial In Numbers:
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    Passcode: 64310
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    Mark Nash and Nicholas Wall
    Please join Mark Nash, head of fixed income, and Nicholas Wall, portfolio manager, as they discuss the 2019 outlook for fixed income markets. They will cover fund performance, macro-economic conditions and the prospects for the dollar, yield and risk.

    Participant Dial In Numbers:
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    Password - 63191
  • Global Equities update with Dr. Ian Heslop & Justin Wells - Q4 2018 PM Recorded: Jan 10 2019 29 mins
    Dr. Ian Heslop and Justin Wells
    Please join us for our quarterly review call to discuss the performance of the Merian Global Equity Absolute Return Fund (GEAR) and long only funds managed by the global equities team.

    Dr Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, changes in investor sentiment and appetite for risk.

    Participant Dial In Numbers:
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    Password: 63261
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    Dr. Ian Heslop and Justin Wells
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    Dr Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, changes in investor sentiment and appetite for risk.

    Participant Dial In Numbers:
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    Password: 63261
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    Ian Heslop
    In this segment of Market Minutes, Ian Heslop, head of global equities, presents his unique insights into the current state of the market environment.
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  • An introduction to gold and silver Recorded: Dec 10 2018 2 mins
    Ned Naylor-Leyland
    Ned Naylor-Leyland, manager of the Merian Gold & Silver fund, answers questions about gold, silver, and apolitical money, in a one minute video.
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    Mark Nash and Nicholas Wall
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    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

    Pass code: 61544
  • Global Equities update with Dr. Ian Heslop - Q3 2018 PM Recorded: Oct 8 2018 25 mins
    Dr. Ian Heslop and Justin Wells
    Dear Investor,

    Please join us on Monday 8 October for our quarterly review call to discuss the performance of the Merian Global Equity Absolute Return Fund (GEAR) and long only funds managed by the global equities team.

    Dr Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, and changes in investor sentiment and appetite for risk.

    They will detail how the strategies have adapted to recent short-term market rotations in style and sectors, and as always will be happy to take your questions.

    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

    Password: 61541
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Please note that Merian Global Investors was formerly known as Old Mutual Global Investors.

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  • Title: Global Equities update with Dr. Ian Heslop - Q2 2018 PM
  • Live at: Jul 5 2018 3:00 pm
  • Presented by: Dr. Ian Heslop and Justin Wells
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