UK equities: in search of a destination
Travel-related businesses have been among the very worst affected by the coronavirus pandemic, with announcements of redundancies across the industry now a sadly familiar feature of the news agenda. Join Richard Buxton at 11:00 (London time) on Wednesday 20th May for his monthly update on the Merian UK Alpha Funds, when he will discuss why he believes that, for patient investors, the prospects for travel-related stocks may be more attractive than recent declines in share prices are suggesting. As usual, Richard will also share his latest thinking on the outlook for the economy and markets, fund performance, and portfolio activity.
WE’D LIKE TO REMIND ALL LISTENERS THAT THIS WEBCAST IS INTENDED FOR EXISTING AND PROSPECTIVE PROFESSIONAL INVESTORS IN THE MERIAN UK ALPHA FUND. IT IS NOT INTENDED FOR MEMBERS OF THE MEDIA.
WE’D LIKE TO REMIND ALL LISTENERS THAT THIS WEBCAST IS INTENDED FOR EXISTING AND PROSPECTIVE PROFESSIONAL INVESTORS IN THE MERIAN UK ALPHA FUND. IT IS NOT INTENDED FOR MEMBERS OF THE MEDIA.
Recorded
May 20 2020
49 mins
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Presented by
Richard Buxton
Richard Buxton
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Systematic Equities update with Dr Ian Heslop and Dr Amadeo Alentorn– Q4 2020 PM Recorded: Jan 21 2021 31 mins
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They will review the performance of the strategies managed by the team and will explain how they are positioned in the current market environment. As always, they will be happy to take your questions. -
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Dr. Ian Heslop and Justin WellsPlease join Ian Heslop, head of systematic equities, and Justin Wells, strategist, systematic equities, for their quarterly review update call. They will update you on the systematic 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 team, explain how they are positioned in the current market environment, and as always will be happy to take your questions. -
Systematic Equities update with Dr Ian Heslop and Justin Wells – Q3 2020 AM Recorded: Oct 6 2020 37 mins
Dr. Ian Heslop and Justin WellsPlease join Ian Heslop, head of systematic equities, and Justin Wells, strategist, systematic equities, for their quarterly review update call. They will update you on the systematic 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 team, explain how they are positioned in the current market environment, and as always will be happy to take your questions. -
What Might Q4 Hold for UK Large Caps? Recorded: Oct 1 2020 47 mins
Richard BuxtonThe UK economy is expected to have rebounded sharply in Q3 from the contraction in Q2, but what comes next and how is the second half of 2020 shaping up for large cap companies? Please join Richard Buxton at 10:00 (London time) on 1 October, the first day of the final quarter in a remarkable year, for his monthly update on the Merian UK Alpha Fund. Richard will discuss fund performance and portfolio activity, and he will offer his views on UK Plc, including insight gleaned from company meetings. He also is likely to touch on market oscillations, the latest Brexit news and what the central bankers are saying. -
Global Equities update with Dr. Ian Heslop and Justin Wells - Q2 2020 PM Recorded: Jul 9 2020 38 mins
Dr. Ian Heslop and Justin WellsPlease 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 2020 AM Recorded: Jul 9 2020 38 mins
Dr. Ian Heslop and Justin WellsPlease 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. -
UK equities: in search of a destination Recorded: May 20 2020 49 mins
Richard BuxtonTravel-related businesses have been among the very worst affected by the coronavirus pandemic, with announcements of redundancies across the industry now a sadly familiar feature of the news agenda. Join Richard Buxton at 11:00 (London time) on Wednesday 20th May for his monthly update on the Merian UK Alpha Funds, when he will discuss why he believes that, for patient investors, the prospects for travel-related stocks may be more attractive than recent declines in share prices are suggesting. As usual, Richard will also share his latest thinking on the outlook for the economy and markets, fund performance, and portfolio activity.
WE’D LIKE TO REMIND ALL LISTENERS THAT THIS WEBCAST IS INTENDED FOR EXISTING AND PROSPECTIVE PROFESSIONAL INVESTORS IN THE MERIAN UK ALPHA FUND. IT IS NOT INTENDED FOR MEMBERS OF THE MEDIA. -
Emerging markets: finding great companies at bargain prices Recorded: Apr 29 2020 50 mins
Nick PayneHow have emerging market equities been affected by the crisis, and is volatility letting outstanding international companies go at cheap prices?
In a special webcast, broadcast from his home during this unusual time, Nick Payne, head of global emerging market equities and manager of the Merian Global Emerging Markets Fund, will address the twin shocks of Covid-19 and the oil price collapse. He will present his team’s latest thinking on specific companies, and give examples of stocks the fund has been buying. -
Global Equities update with Dr. Ian Heslop and Justin Wells - Q1 2020 PM Recorded: Apr 9 2020 33 mins
Dr. Ian Heslop and Justin WellsPlease 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.
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
006633132499 - Japan Toll Free
00801 126875 - Taiwan Toll Free
800 120 4789 - Singapore Toll Free
001 800 44 2132 - Thailand Toll Free
1 800 813 207 - Malaysia Toll Free
00 308 13 1807 - South Korea Toll Free
800 900 476 - Hong Kong Toll Free -
Global Equities update with Dr. Ian Heslop and Justin Wells - Q1 2020 AM Recorded: Apr 9 2020 39 mins
Dr. Ian Heslop and Justin WellsPlease 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.
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
006633132499 - Japan Toll Free
00801 126875 - Taiwan Toll Free
800 120 4789 - Singapore Toll Free
001 800 44 2132 - Thailand Toll Free
1 800 813 207 - Malaysia Toll Free
00 308 13 1807 - South Korea Toll Free
800 900 476 - Hong Kong Toll Free -
Market minutes: Investors may look past the coronavirus shock Recorded: Feb 18 2020 8 mins
John RicciardiThe second episode of the new Market minutes from Merian Global Investors, as we look to provide regular updates on the economic outlook from our global asset allocation team, led by John Ricciardi. This week John discusses how investors may look past the coronavirus shock to a global cycle upswing. -
Market minutes: US house prices set to rev up into the new year Recorded: Jan 29 2020 7 mins
John RicciardiNew content from Merian Global Investors, as we look to provide regular updates on the economic outlook from our global asset allocation team, led by John Ricciardi -
Global Equities update with Dr. Ian Heslop and Justin Wells - Q4 2019 PM Recorded: Jan 14 2020 32 mins
Dr. Ian Heslop and Justin WellsPlease 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.
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
006633132499 - Japan Toll Free
00801 126875 - Taiwan Toll Free
800 120 4789 - Singapore Toll Free
001 800 44 2132 - Thailand Toll Free
1 800 813 207 - Malaysia Toll Free
00 308 13 1807 - South Korea Toll Free
800 900 476 - Hong Kong Toll Free
Password: 70268 -
Global Equities update with Dr. Ian Heslop and Justin Wells - Q4 2019 AM Recorded: Jan 14 2020 32 mins
Dr. Ian Heslop and Justin WellsPlease 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.
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
006633132499 - Japan Toll Free
00801 126875 - Taiwan Toll Free
800 120 4789 - Singapore Toll Free
001 800 44 2132 - Thailand Toll Free
1 800 813 207 - Malaysia Toll Free
00 308 13 1807 - South Korea Toll Free
800 900 476 - Hong Kong Toll Free
Password: 70268 -
Discovering treasure in emerging markets Recorded: Nov 6 2019 34 mins
Nick PaynePlease register to join Nick Payne for a webcast in which he will discuss the outlook for emerging market equities through 2019 and into 2020.
Nick will also explain how a focus on outstanding companies with sustainably high return on invested capital has the potential to produce outperformance over the long term, and will update you on performance and positioning of the Merian Global Emerging Markets Fund.
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: 69470 -
Multi-sector fixed income - the dollar in the driving seat Recorded: Oct 29 2019 28 mins
Mark Nash and Nicholas WallGeopolitical drama, dollar moves, weaker growth and central bank policy divergence make for challenging markets. Join Mark Nash, and Nicholas Wall, co-managers of the Merian Strategic Absolute Return Bond Fund on their regular webcast.
Mark and Nicholas will cover topics including the funds’ dynamic and flexible investment approach, positioning for reflation and what the macro environment means for risk assets.
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: 68519 -
Global Equities update with Dr. Ian Heslop & Justin Wells - Q3 2019 PM Recorded: Oct 10 2019 29 mins
Dr. Ian Heslop and Justin WellsPlease 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.
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
006633132499 - Japan Toll Free
00801 126875 - Taiwan Toll Free
800 120 4789 - Singapore Toll Free
001 800 44 2132 - Thailand Toll Free
1 800 813 207 - Malaysia Toll Free
00 308 13 1807 - South Korea Toll Free
800 900 476 - Hong Kong Toll Free
Password: 68652
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Client Services Line 020 7332 7524
clientservices@merian.com
www.merian.com
Telephone calls may be recorded for security purposes and to improve our customer service.
Client Services: 020 7332 7524, clientservices@merian.com, www.merian.com. Telephone calls may be recorded for security purposes and to improve our customer service.
Please note that Merian Global Investors was formerly known as Old Mutual Global Investors.
Client Services Line 020 7332 7524
clientservices@merian.com
www.merian.com
Telephone calls may be recorded for security purposes and to improve our customer service.
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- Title: UK equities: in search of a destination
- Live at: May 20 2020 10:00 am
- Presented by: Richard Buxton
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