Name: What Might Q4 Hold for UK Large Caps?
Start: 2020-10-01T09:00:00Z
End: 2020-10-01T09:00:46.000Z
Location: BrightTALK
Rating: 0

Our channel provides access to past, current and future webcasts with the fund managers of Merian-branded funds. Our webcasts provide you with fund updates, product information and up-to-date investment views as well as the managers’ economic and market outlook.
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Please note that Merian Global Investors was formerly known as Old Mutual Global Investors.

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clientservices@merian.com
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Telephone calls may be recorded for security purposes and to improve our customer service.

Please join Ian Heslop and Amadeo Alentorn, co-heads of 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 and will explain how they are positioned in the current market environment. As always, they will be happy to take your questions.

Systematic Equities update with Dr Ian Heslop and Dr Amadeo Alentorn– Q4 2020 PM

Central banks are pumping vast stimulus into the system, swelling their balance sheets to extreme levels. Head of Gold & Silver, Ned Naylor-Leyland, will explain why this is the perfect environment for monetary metals. He will update you on the progress of the fund and will welcome your questions.

Gold Renaissance: investors are discovering the power of gold

Please join Richard Buxton, head of UK Alpha strategy at Jupiter Asset Management and manager of the Merian UK Alpha Fund, at 10am-11am on October 29. Richard will share his insights on what the macroeconomic data is saying, how well the UK government is responding to the Covid-19 challenges and how investors should view the outlook for UK markets ahead of the US election and Brexit. He will also discuss fund performance and positioning.

Taking Stock of UK Large Caps

The global economy is continuing its rebound from the sharp shock of Covid-19 lockdowns, and notwithstanding further restrictions, the credit supply remains open and policymakers, while they have taken the right steps so far, have more to do to limit the damage. Please join fund manager Mark Nash and fixed income product specialist Huw Davies for an update on the Merian Strategic Absolute Return Bond fund at 10am on Thursday 8 October. They will share views on the macro data, credit, rates, portfolio positioning and performance.

Merian SARB Live Video Webcast: The Risk Rally and Rotation

Please 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 PM

Systematic Equities update with Dr Ian Heslop and Justin Wells – Q3 2020 AM

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 2020 PM

Global Equities update with Dr. Ian Heslop and Justin Wells - Q2 2020 AM

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.

UK equities: in search of a destination

How 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.

Emerging markets: finding great companies at bargain prices

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.

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 PM

Global Equities update with Dr. Ian Heslop and Justin Wells - Q1 2020 AM

The 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.

What Might Q4 Hold for UK Large Caps?

UK Equities

UK Alpha

UK Large Cap

Equities

Asset Management

Wealth Management

Investment Companies

Investment Strategy

Investment Management

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What Might Q4 Hold for UK Large Caps?

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