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A golden opportunity?

Ned Naylor-Leyland, manager of the Merian Gold & Silver Fund, will give an update on the fund, its positioning and the likely opportunities and challenges over the coming months. He will look at the qualities of gold, silver and their underlying equities, and why the advent of heightened volatility could prove a real bonus for holders of the asset class.

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: 64452
Recorded Mar 12 2019 41 mins
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Presented by
Ned Naylor-Leyland
Presentation preview: A golden opportunity?

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  • Global Equities update with Dr. Ian Heslop & Justin Wells - Q2 2019 PM Jul 11 2019 3:30 pm UTC 45 mins
    Dr. Ian Heslop and Justin Wells
    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 2019 AM Jul 11 2019 7:30 am UTC 45 mins
    Dr. Ian Heslop and Justin Wells
    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.
  • Multi-sector fixed income: don’t get caught in a rut Recorded: Jun 12 2019 25 mins
    Mark Nash and Nicholas Wall
    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
  • Real yields are collapsing, is gold the answer? Webcast update Recorded: Jun 10 2019 36 mins
    Ned Naylor-Leyland
    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
  • Taking stock of UK large caps in the Brexit era Recorded: May 31 2019 43 mins
    Richard Buxton
    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
  • Why emerging markets bounced in early 2019 Recorded: May 24 2019 6 mins
    Nick Payne
    Three forces holding back emerging markets last year have largely abated, says Nick Payne, head of global emerging markets.
  • The Fed's policy mistake Recorded: May 24 2019 4 mins
    Mark Nash
    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.
  • Don't fall into behavioural traps Recorded: May 24 2019 4 mins
    Ian Heslop
    Behavioural or psychological biases such as herding can lead to market mispricing of equities.
  • Facing challenges in global equities markets Recorded: May 24 2019 6 mins
    Ian Heslop
    Challenging conditions in global equities markets over recent months should be understood in a long-term context.
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    Banks have been on a very long journey since the global financial crisis, which may mean that CoCos are more attractive than many investors currently appreciate.
  • China's reforms will improve companies' ROE Recorded: May 24 2019 3 mins
    Vincent Che
    While the long-term outlook for China is good, investors should look closely at Chinese companies' return on equity (ROE).
  • Are CoCos a misunderstood asset class? Recorded: May 24 2019 8 mins
    Huw Davies
    CoCos (contingent convertible bonds) should be understood in the light of strengthening bank balance sheets over recent years.
  • Are UK equities undervalued? Recorded: May 24 2019 5 mins
    Richard Buxton
    The UK economy could accelerate if the Brexit ‘handbrake’ is lifted, given its underlying strength, while UK equities valuations are below long-term averages.
  • Finding value and growth in UK small and mid caps Recorded: May 23 2019 37 mins
    Dan Nickols and Richard Watts
    Please join Dan Nickols, manager of the Merian UK Smaller Companies Fund, and Richard Watts, manager of the Merian UK Mid Cap Fund, for a live webcast. they will share their views on the state of play for UK small and mid cap stocks, where they see opportunities and challenges, the impact of Brexit and positioning and performance of their funds.

    As always, Dan and Richard 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
    Passcode: 66503
  • UK equities, opportunities and the 'handbrake' Recorded: Apr 24 2019 41 mins
    Richard Buxton
    Please join Richard Buxton for his monthly update call. He will discuss fund performance, activity and positioning as well as his views on investor sentiment, Fed policy, the Brexit economic 'handbrake' and opportunities and risks among UK large-cap stocks.

    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: 65694
  • Global Equities update with Ian Heslop & Justin Wells - Q1 2019 PM Recorded: Apr 5 2019 33 mins
    Ian Heslop and Justin Wells
    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: 65230
  • Global Equities update with Ian Heslop & Justin Wells - Q1 2019 AM Recorded: Apr 5 2019 29 mins
    Ian Heslop and Justin Wells
    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: 65230
  • UK equities: Where do we go from here? Recorded: Mar 26 2019 42 mins
    Richard Buxton
    Please join Richard Buxton, head of UK equities and manager of the Merian UK Alpha Fund, for his monthly webcast. Richard will discuss fund performance and positioning as well as his views on the likelihood of a no-deal Brexit, what the Fed and ECB may do next and where UK and global equities may be headed.

    As always Richard will be happy to take your questions.
  • Golden Allure For Our Times Recorded: Mar 15 2019 2 mins
    Ned Naylor-Leyland
    Ned Naylor-Leyland, manager of the Merian Gold & Silver Fund, recently caught up with Portfolio Adviser and discussed the current market environment, where gold fits in and why major central banks hold a large amount of their reserves in gold.
  • A golden opportunity? Recorded: Mar 12 2019 41 mins
    Ned Naylor-Leyland
    Ned Naylor-Leyland, manager of the Merian Gold & Silver Fund, will give an update on the fund, its positioning and the likely opportunities and challenges over the coming months. He will look at the qualities of gold, silver and their underlying equities, and why the advent of heightened volatility could prove a real bonus for holders of the asset class.

    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: 64452
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The Merian Global Investors channel provides access to past, current and future webcasts with our fund managers. Our webcasts provide you with fund updates, product information and up-to-date views on our investment funds as well as our economic and market outlook.

Please note that Merian Global Investors was formerly known as Old Mutual Global Investors.

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  • Title: A golden opportunity?
  • Live at: Mar 12 2019 10:00 am
  • Presented by: Ned Naylor-Leyland
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