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The UK small- and mid-cap opportunity

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.
Recorded Jun 26 2019 12 mins
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Dan Nickols
Presentation preview: The UK small- and mid-cap opportunity

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  • Channel
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  • Multi-sector fixed income - the dollar in the driving seat Oct 29 2019 10:00 am UTC 60 mins
    Mark Nash and Nicholas Wall
    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
  • Global Equities update with Dr. Ian Heslop & Justin Wells - Q3 2019 PM Recorded: Oct 10 2019 29 mins
    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.

    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
  • Global Equities update with Dr. Ian Heslop and Justin Wells - Q3 2019 AM Recorded: Oct 10 2019 30 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.

    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
  • Can gold and silver's shine endure? Recorded: Sep 20 2019 29 mins
    Ned Naylor-Leyland
    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
  • Finding alpha amid the turbulence Recorded: Sep 18 2019 46 mins
    Richard Buxton
    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.
  • Generating high-conviction returns in UK equities Recorded: Aug 21 2019 50 mins
    Richard Buxton, head of UK equities
    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
  • Global Equities update with Dr. Ian Heslop & Justin Wells - Q2 2019 PM Recorded: Jul 11 2019 30 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 Recorded: Jul 11 2019 30 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.
  • The UK small- and mid-cap opportunity Recorded: Jun 26 2019 12 mins
    Dan Nickols
    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.
  • Trade, Trump and the Tories: What they mean for UK equities Recorded: Jun 26 2019 31 mins
    Richard Buxton
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    Dialling details:
    Standard International Access - +44 (0) 20 3003 2666
    Password - 67214
  • 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 at Merian Global Investors.
  • Will the world move back to a gold-based monetary system? Recorded: May 24 2019 5 mins
    Ned Naylor-Leyland
    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 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.
  • Is gold a commodity or money? Recorded: May 24 2019 6 mins
    Ned Naylor-Leyland
    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.
  • 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.
  • CoCos - beneficiaries of stronger bank balance sheets Recorded: May 24 2019 6 mins
    Rob James
    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.
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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: The UK small- and mid-cap opportunity
  • Live at: Jun 26 2019 2:50 pm
  • Presented by: Dan Nickols
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