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

Please 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

Geopolitical 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

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

Password: 68652

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

Password: 68652

With central banks seemingly removing rate hikes from this year’s playbook, the current macroeconomic environment is highly supportive of gold and silver which, as inflation-busting assets, perform well during times of traditional currency weakness.

Please join Ned Naylor-Leyland for a live webcast, as he explains why now is the time for investors to pay close attention to silver, the broader attraction of gold, and why all eyes should be on real rates.

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: 68518

Richard discusses the Merian UK Alpha Fund’s performance and positioning, along with the latest corporate results and management meetings.

Richard also offered his views on topics such as the outlook for global economic growth, what bond yields may be telling investors, where Brexit could be headed and how to generate returns from UK equities amid political and market turbulence.

Richard will discuss the Merian UK Alpha Fund’s latest performance and positioning along with his most recent meetings with company management.

Richard will also offer insights into generating returns from UK equities amid the challenges of Brexit, and he will discuss broader themes such as whether global economic growth is fading, what the US Federal Reserve may do next and whether corporate earnings have bottomed out.

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: 68115

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.

Reflecting on the three years since the EU referendum, listen to Head of UK small and mid caps, Dan Nickols, in conversation with financial journalist Cherry Reynard. The UK has experienced structural change amid political uncertainty, but the domestic and internationally exposed index provides a rich hunting ground, at particularly attractive valuations.

Please join Richard Buxton for his monthly update call. Richard will discuss UK Alpha Fund performance and positioning and his recent investor meetings with company management. Richard will also share his views on the impact of macro issues such as US-China trade, the Tory leadership race and what financial markets are saying about the Fed.

Dialling details:
Standard International Access - +44 (0) 20 3003 2666
Password - 67214

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

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

Please join Richard Buxton for his monthly update call. Richard will discuss the implications of the EU elections and the outlook for Brexit as well as what the Fed may do next, what bond yields are telling us and where to find good performance among UK large cap stocks. He will also review fund performance and positioning and recent company meetings.

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: 66503

Three forces holding back emerging markets last year have largely abated, says Nick Payne, head of global emerging markets at Merian Global Investors.

Gold as the world’s best apolitical form of money is well placed to benefit from any weakness in the petrodollar system, according to Ned Naylor-Leyland, manager of the Merian Gold & Silver Fund.

The US Federal Reserve’s change of course from hawkish to dovish has important implications for all asset classes, argues Mark Nash, head of fixed income.

Gold is best seen not as a commodity but as non-political money that comes to the fore when money issued by governments begins to look tarnished.

Behavioural or psychological biases such as herding can lead to market mispricing of equities.