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

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.

There’s little point pretending that 2020 has been anything other than a difficult year but there are ingredients for something of a renaissance in at least parts of the UK equity market, leading Jupiter’s Richard Buxton to ask, are we about to enter the “roaring 2020s”? Please join Richard at 10:00am GMT on 16 December for his monthly Merian UK Alpha Fund update. Richard will discuss his outlook, market views and fund performance and explain why he sees some reasons for investors to be cheerful.

Who can be blamed for wanting to look past the national lockdown, US political noise and Brexit negotiations and into the promised land of 2021? Please join Richard Buxton at 10:00 a.m. (London time) on 18 November, for an update on the Merian UK Alpha Fund. Richard will share his views on what may lie ahead for UK large cap investors as he discusses the financial markets, macro-economic activity and the latest fund performance and portfolio activity.

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.

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.

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.

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.

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.

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.

While members of the public may be getting increasingly used to having their temperatures checked as one of the many previously-unfamiliar rituals now associated with entering shops, restaurants and public spaces, quoted UK companies will be preparing themselves for equally keen interest in their vital statistics as they ready themselves for the second-quarter reporting season. Please join Richard Buxton at 11:00 (London time) on Tuesday 28th July for his regular webcast on the Merian UK Alpha Fund, when he will discuss this eagerly-awaited set of corporate results, what they might tell us about the health of the economy and businesses, and of course their implications for investors.

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.

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.

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.

After an extraordinary few months, markets seem to be pausing for thought. But what do recent events mean for the long-term prospects of UK small- and medium-sized businesses? Where are the opportunities and relative ‘safe havens’ now? And to what extent is it important to take a step back and look at the bigger picture? Dan Nickols, manager of the Merian UK Smaller Companies Fund, and Richard Watts, manager of the Merian UK Mid Cap Fund, will address all these questions, discuss portfolio performance and activity, and answer any questions you might have. We hope you will be able to join them at 11:00 (London time) on Tuesday 19th May.
Dan Nickols, manager of the Merian UK Smaller Companies Fund, and Richard Watts, manager of the Merian UK Mid Cap Fund, will address all these questions, discuss portfolio performance and activity, and answer any questions you might have.

Coronavirus shock: what is the optimal portfolio to hold in Q2 2020? John Ricciardi, lead manager of the Merian Global Dynamic Allocation Fund, gives his view.

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.

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

It is well known that the illness now referred to as COVID-19 was first identified in China’s Wuhan Province. While the pandemic has since swept around the world, leaving many of us in lockdown, signs are emerging that China is already in a position to begin relaxing some of the restrictions that were put in place in an effort to contain the spread of the virus. The present situation begs one huge question: what lessons can Western governments, citizens and investors learn from China’s experience?

Through our unique partnership with the Hong Kong-based asset management arm of the Chinese insurance, finance and technology giant Ping An Group, we are pleased to present this recording of a recent interview with Ping An’s Vincent Che, manager of the Merian China Equity Fund, in which he shares some fascinating insights on the evolving situation.

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