Old Mutual UK Alpha Fund monthly update with Richard Buxton - September 2016

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.

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

In this segment of Market Minutes, Ian Heslop, head of global equities, presents his unique insights into the current state of the market environment.

Markets have been far more volatile in 2018 than they were in 2017. Watch some of our leading fund managers discuss the implications of this, and their views of how to position for 2019 across a range of asset classes, including equities, bonds, CoCos and gold.

Lloyd Harris, manager of the Merian Corporate Bond fund, reflects on an asset class that has been much less volatile than equities.

Mark Nash, head of fixed income, takes us on a deep dive into macroeconomics, explaining the key concepts behind quantitative tightening.

Huw Davies, investment director, fixed income, explains the reasons behind the growth of CoCos, and makes comparisons with other asset classes, including bank equities and high yield bonds.

Ned Naylor-Leyland, manager of the Merian Gold & Silver fund, answers questions about gold, silver, and apolitical money, in a one minute video.

Richard Buxton, head of UK equities, Mark Nash, head of fixed income, and Ian Ormiston, manager of the Merian Europe (ex UK) Smaller Companies Fund, address the reasons behind increased market volatility in 2018, and how investors can position for it.

Please join Richard Buxton, head of UK equities and manager of the Merian UK Alpha Fund, for his monthly webcast.

Volatility is rising and liquidity is falling in global markets as central banks unwind support. Closer to home, messy preparations for Brexit have undermined some fairly solid economic and corporate fundamentals. Nevertheless, in Richard Buxton's view, plenty of opportunities remain.

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

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: 63053

Please join Richard Buxton, head of UK equities for his monthly webcast. The recent volatility in global financial markets isn’t that surprising given the challenges posed by issues such as the winding down of central bank support, the winding up of trade war risk and the nervousness of many investors. While October can be a tough month for risk assets, and this can provide a good opportunity to top up on selective UK equities.

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: 62370

Please join Mark Nash, head of fixed income, and Nicholas Wall, portfolio manager, for a webcast in which they will discuss the outlook for fixed income markets.

Central bankers have been turning more hawkish in recent months, and there’s good reason to suggest bond yields in developed markets outside of the US are set to rise. The discussion will cover fund performance and positioning, macro-economic conditions, the outlook for emerging market debt and yield, risk and inflation trends.

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

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

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.

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.

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.

Please join Richard Buxton, Head of UK Equities at Old Mutual Global Investors, for his monthly UK Alpha Fund webcast. Richard will provide an update on fund performance and positioning, and he will share his views on global financial markets, macroeconomic conditions and the latest Brexit news.

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: 61543

Some European smaller companies are delivering value, quality and consistent returns despite challenges that include trade tensions, weak commodity prices and Italian political drama. Join Ian Ormiston, manager of the Old Mutual Europe (ex-UK) Smaller Companies Fund, on this webcast as he gives an update on the fund positioning, including the outperformers and underperformers, and the macroeconomic ups and downs in the region.

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: 61543

Please join Richard Buxton, head of UK equities, for his monthly webcast.

As the second quarter earnings season gets fully underway, investors will have a chance to monitor the health of the global economy. Have trade wars dented company confidence? Or, will the strength of the US be sufficient to support economic momentum for now?

As always, Richard will be happy to answer any questions you may have.

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: 60548

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.

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.