INSIGHTS

We provide regular and ad hoc insights and commentaries, along with video and webcast updates.

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ARTICLES
13 Aug 2018 | By Delphine Arrighi
Turkey’s crisis: policy response disappointing so far

Delphine Arrighi comments on the Turkish economic crisis.

06 Aug 2018 | By Rob James
UK banks are alive and kicking

Analysts’ questions are now much more focused on the business of banking, such as volumes, margins and provisioning rather than...

16 Jul 2018 | By Ian Ormiston
Investors can celebrate this Bastille Day

Ahead of France’s national day on Saturday, Ian Ormiston, manager of the Old Mutual Europe (ex UK) Smaller Companies Fund...

05 Jul 2018 | By Nick Payne
Emerging market equities: be selective

Nick Payne, head of global emerging markets, examines the reasons behind the current volatility in emerging markets and what this...

03 Jul 2018 | By Ned Naylor-Leyland
Gold: right time, right place

As the US and eurozone central banks begin unwinding their unconventional monetary policies – involving purchasing unprecedented amounts of bonds...

27 Jun 2018 | By Dan Nickols, Richard Watts
Growth opportunities abound

It is an age-old conundrum for investors. Should value stocks – shares that typically trade at lower prices relative to...

26 Jun 2018 | By Mark Nash
Calmer Waters

We believe that the beaten up valuations in emerging markets are starting to look interesting

14 Jun 2018 | By Nicholas Wall
End of an era

The market turbulence caused by political upheaval in Italy revealed cracks in the eurozone that had been papered over by...

13 Jun 2018 | By Delphine Arrighi
Emerging markets: storm in a teacup?

Is the indiscriminate selloff seen in emerging markets in recent weeks really a replay of 2013’s ‘taper tantrum’ or a...

05 Jun 2018 | By Richard Buxton
Unloved UK shares create great value opportunities

Outflows from UK equity funds have persisted for four years.

21 May 2018 | By Ned Naylor-Leyland
Real interest rates are the real drivers of the gold price

Ned Naylor-Leyland, manager of the Old Mutual Gold & Silver Fund, reminds investors that as long as real US interest...

10 May 2018 | By Mark Nash
BoE interest rate decision

OMGI’s head of fixed income, Mark Nash, comments on the latest Bank of England interest rate decision....

10 May 2018 | By Richard Buxton
Unloved opportunities for the patient investor

M&A activity may be intensifying in the UK stock market but valuations would suggest that investors are not overly...

08 May 2018 | By Richard Buxton
‘The UK is uninvestible – Discuss’

Brexit fears and the outlook for corporate earnings have prompted global investors to avoid UK equities as an asset class...

29 Mar 2018 | By Richard Buxton
One year to go

Following the recent draft withdrawal agreement, we have just one year to run before the UK ceases to be a...

28 Mar 2018 | By Mark Nash
Fed interest rate decision – March 2018

The US Federal Reserve (Fed) raises rates 25 basis points, but the changes from the Fed can be best described...

28 Mar 2018 | By Nick Payne
Why emerging market equity investors shouldn’t fear the Fed

As was widely anticipated, Jerome Powell, the new chairman of the US Federal Reserve, notched up the first interest rate...

16 Mar 2018 | By Nick Payne
Emerging markets supported by macro environment

Emerging market debt went through a long overdue correction in February, but the overall macro story remains very supportive of...

16 Mar 2018 | By Delphine Arrighi
Ramaphosa offers investors comfort ahead of Moody’s review

Cyril Ramaphosa has only been president of South Africa for less than a month, but his early actions are already...

14 Mar 2018 | By Nick Payne
Emerging market equities: good times

Nick Payne looks at the reasons behind the profits recovery in emerging market equities and asks, ‘is it sustainable?...

13 Mar 2018 | By Richard Buxton
Light at the end of the tunnel for UK plc?

The chancellor's spring statement revealed little in terms of hard facts and figures but the overall economic growth trend for...

09 Mar 2018 | By Richard Buxton
Embrace the new normal

Spring is in the air. Wakened from their cosy lethargy of the long winter months, Mother Nature’s ‘green shoots’ are...

05 Mar 2018 | By Ian Ormiston
Actions, not words

Another year, another set of ‘shock’ election results which really follow a well-established pattern.

26 Feb 2018 | By Ian Heslop, Justin Wells
Is your income fund as safe as you think?

All is not quiet in equity markets, and investors need to be aware of hidden risks. ...

22 Feb 2018 | By Ian Heslop, Justin Wells
The brave new world of investor sentiment

The sharp correction in equity markets in early February 2018 has reignited the debate over what moves markets: rational economics...

22 Feb 2018 | By Ned Naylor-Leyland
Gold and gold equities: essential portfolio diversifiers

In this note, the manager looksat correlations between globalequities, and gold and goldequities, during five periods of sharpstock market falls...

09 Feb 2018 | By Rob James
Rising rates and the banking silver lining

Markets around the world are fretting over the move upwards in interest rates, both at the base rate level (both...

02 Feb 2018 | By Nicholas Wall
Powell must control inflation genie once it leaves the bottle

“Incoming Federal Reserve Chair Jerome Powell has a tough job in front of him. He inherits sky high asset valuations...

26 Jan 2018 | By Nicholas Wall
Baton passed: Comment on the European Central Bank monthly meeting

“It would appear that, after many years of central bankers’ largesse, their omnipotence is fading as economic fundamentals take centre...

18 Jan 2018 | By Ian Heslop
Trump: One year on

As we approach the first anniversary of Donald Trump’s inauguration as president of the United States, Ian Heslop, manager of...

11 Jan 2018 | By Ed Meier
Tesco Christmas trading update

It is slightly unfortunate that the headline numbers have taken a little shine off what are good underlying results for...

12 Dec 2017 | By Liam Nunn
Black Friday bargains and bitcoin bubbles

Liam Nunn, manager of the Old Mutual European Equity (ex UK) Fund, looks at the rise of bitcoin, the zeal...

22 Nov 2017 | By Richard Buxton
Autumn Budget 2017: Still on the garage forecourt

Automotive quips, support for new, cleaner car technologies, and some deft salesmanship from the Chancellor aside, this Budget was motivated...

12 Oct 2017 | By Ian Heslop, Justin Wells
The march of the machines

Resist it or embrace it, the age of technological innovation is upon us.

11 Oct 2017 | By Nick Payne
Emerging stronger

The list of reasons for being optimistic on emerging markets just got longer.

11 Oct 2017 | By Mark Nash
Exploiting the exit

After a number of false starts, major central banks appear finally to be in the process of scaling back the...

11 Oct 2017 | By Ian Ormiston
Disruptive thinking

Everywhere you look, young companies are disrupting markets long dominated by incumbency.

09 Oct 2017 | By Ned Naylor-Leyland
Gold: The trade facilitator

The optimism pervading stock markets over the summer months would suggest investors, for the moment at least, believe tapering is...

04 Oct 2017 | By Rob James
CoCos: the evolution of a market

We chart the growth of CoCos from the aftermath of the global financial crisis to today. ...

27 Sep 2017 | By Leif Cussen
Taking factor-crowding risk seriously

Some 10 years after the quant crisis, the potential for crowding in systematic strategies should not be ignored....

22 Sep 2017 | By Mark Greenwood
In pursuit of positive skew

Risk events can provide fertile opportunities for investors when options suggest the market response could be messy, according to Mark...

16 Aug 2017 | By Huw Davies
Everything looks expensive!

Over the last 12 months I’ve heard this phrase in conversations with colleagues and investors more times than I care...

18 Jul 2017 | By Mark Nash
10 years after the last rate hike, BoE grapples with inflation mandate

It has now been 10 years since the Bank of England (BoE) last hiked interest rates, the longest pause in...

13 Jul 2017 | By Huw Davies
Fake Brexit: trust the pound above politicians

Has there ever been a fall from grace as dramatic as that of Theresa May and the Conservative Party?...

11 Jul 2017 | By Liam Nunn
The value of changing your mind

“Awareness of one’s own qualms, attention to contradiction, acceptance of the possibility of error: these strike me as signs of...

10 Jul 2017 | By Ed Meier
Shopping around

Shopping for anything that is in short supply is frustrating. In the world of savings, where interest rates are at...

10 Jul 2017 | By Liam Nunn
Holy toast: don’t get burned by seasonal superstition

The human brain is incredibly adept at identifying patterns. It’s what allows us to prove we’re ‘not a robot’ when...

10 Jul 2017
Consistent returns in a changing world

A powerful cocktail of economic headwinds, disparities in income between rich and poor, polarisation in beliefs and sporadic ‘lone wolf’...

10 Jul 2017 | By Richard Buxton
A sense of perspective

Politically, we are a nation divided. Young against old. ‘Haves’ against ‘have nots’. ‘Remainers’ against ‘Brexiteers’....

06 Jul 2017 | By Richard Buxton
Not entirely normal

At the time of writing, the yield on the 10-year US government bond (at just over 2%) almost matches that...

23 Jun 2017 | By Mark Greenwood
UK election: profiting from risk events via options

The unexpected conclusion to the UK general election caps a series of political risk events that have dominated investor attention...

16 Jun 2017 | By Richard Watts
Economic resilience in the face of political uncertainty

For Prime Minister Theresa May, the outcome of the general election was the last thing she had hoped for. The...

14 Jun 2017 | By Delphine Arrighi
Three reasons why EM debt to retain allure

US dollar-denominated emerging market debt has enjoyed a strong 2017 so far, with the JPM EMBI Global Index returning about...

09 Jun 2017 | By Richard Buxton
The youngsters’ revolution

Most of us had become familiar with Theresa May’s distinctive prime ministerial style in the nearly 10 months she’d been...

12 May 2017 | By Ian Heslop
Avoiding the pitfalls: style bias

Investment style is one of the most important considerations both when understanding the dynamics of equity markets, and when assessing...

12 May 2017 | By Ian Heslop
Avoiding the pitfalls: making macro bets

In investment, over-confidence about our ability to forecast events can be a pitfall.

04 May 2017 | By Ian Heslop
Stockpicking without subjectivity

After the great financial crisis of 2008, the US economy evolved through both remedial and recovery phases, and is now...

03 May 2017 | By Ned Naylor-Leyland
The last days of the US dollar?

History doesn’t repeat, but it heaves with echoes and rhythms. Market commentators spend their days rootling through history to draw...

03 May 2017 | By Ian Ormiston
The European tide is turning

Europe’s dog days look to be over. After years of relative stagnation, the backdrop for European equity investors is now...

03 May 2017 | By Mark Nash
Let macro set you free

For years markets have been operating under a benign form of bondage to central bank policy and technical factors. ...

02 May 2017 | By Richard Buxton
The long, lazy days of summer

Having notched up eight successive years of gains since the dark days of spring 2009, stock markets continue to flirt...

01 May 2017 | By Richard Buxton
The great thaw begins

No one likes a harsh winter. Lack of daylight hours and inclement weather, particularly freezing fog, can make conditions hazardous...

20 Mar 2017 | By Richard Buxton
Triggering of article 50 – phoney war tactics

Logic would suggest that the triggering of such a momentous event, and one which everyone knows is coming, should be...

16 Mar 2017 | By Nicholas Wall
Fed finger to stay on rate-hike trigger

The US Federal Reserve (Fed) has just raised interest rates for the third time in a decade, in a significant...

08 Mar 2017 | By Ian Ormiston
Triggering of article 50 – Europe carries on regardless

If the bluff and bluster dominating headlines in the UK is anything to go by, it would be easy to...

09 Feb 2017 | By Ned Naylor-Leyland
Echoes of the ‘70s

Global stock market euphoria at the prospect of a good old-fashioned dollop of inflation coming back into the system, almost...

20 Jan 2017 | By Richard Buxton, Ian Heslop
Inauguration of Donald trump as president of the United States: the consequences for equities

What will occupy front and centre stage in the first hundred days of Trump’s presidency is his focus on tax...

07 Dec 2016 | By Liam Nunn
Why Trump’s defiance of betting markets is good news for active investors

Predictions of recent elections have been wide of the mark, and delving into the reasons why can teach us lessons...

07 Dec 2016 | By Ian Ormiston
Let’s stick to the knitting

Sometimes politics influences economic factors, sometimes it does not. Former President Ronald Reagan was a great champion of supply-side economics...

06 Dec 2016
The cross-currency basis: a primer

The cross-currency basis may be one of the most poorly understood concepts in financial markets.

05 Dec 2016 | By Richard Buxton, Nicholas Wall
OMGI managers react to Italian referendum

After the Brexit vote and US election, one might have expected the latest kick delivered by the electorate of an...

23 Nov 2016 | By Richard Buxton
Hammond’s hardly top gear

The reaction of financial markets to the new Chancellor’s first, and last, Autumn Statement pretty much says it all; big...

14 Nov 2016 | By Richard Buxton
Trump: the bull case

Having so completely misjudged the result of the UK's EU membership referendum, it will no doubt be easy for readers...

09 Nov 2016 | By Ian Heslop
Trump win wrong-foots forecasters

The result of the US presidential election, like that of the UK referendum on the EU, went against the predictions...

09 Nov 2016 | By Mark Nash
Trump victory to stoke inflation, cloud fed outlook

After all the twists and turns of the most acrimonious US presidential campaign in living memory, the electorate has chosen...

09 Nov 2016 | By Richard Buxton
Letter from America

A campaign which has 'divided the country', brought out the worst in people and played deeply on ingrained suspicion of...

09 Nov 2016 | By Richard Buxton
Not wholly unexpected

If the Brexit vote taught us anything, it is don’t trust the stock market’s initial knee-jerk reaction to shock news...

02 Nov 2016 | By Lloyd Harris
Bank bonds: why it pays to look under the bonnet

The world of banking can be complicated to understand, with peculiar language and impenetrable accounting concepts. ...

24 Oct 2016 | By Richard Buxton
Brexit means Brexit: and uncertainty means opportunity

Even the best-laid plans can sometimes go awry. My thinking prior to the EU referendum vote on 23 June was...

21 Oct 2016
What a trillion dollar outflow means for libor rates

We have reached an important milestone for the mechanics of short-term US dollar interest rates, with the passing of the...

09 Oct 2016 | By Ian Heslop
The virtue of flexibility in a biased world

The US equity market has thus far in 2016 been notable for a significant divergence between economic fundamentals and investor...

07 Oct 2016 | By Richard Buxton
Time for a change of mood music

Sterling fell sharply after the referendum, but it is on the slide again – and this is highly likely to...

06 Sep 2016 | By Ian Heslop
The guilty rally: how to cope with contradictions in us equity markets

There is currently a mismatch between the strong performance of US equities and increased pessimism among investors. ...

02 Sep 2016 | By Lloyd Harris
Backing Britain: BoE’s corporate bond buying will help bolster the UK economy

The Bank of England’s (BoE) new corporate bond purchase scheme came as a positive surprise to the sterling bond market...

01 Sep 2016 | By Tim Service
Stock-picking our way through the uncertainty

The opportunity set, both on the long and short side, is as compelling as it has ever been, explains Tim...

01 Sep 2016 | By Simon Murphy
With uncertainty comes opportunity

As the equity bull market extends well into its eighth year the investment environment appears ever more risky to us...

01 Sep 2016 | By Ned Naylor-Leyland
Gold’s perfect storm

No one would argue with the fact that, as investors, we live in uncertain times. Heightened geopolitical tensions and growing...

23 Aug 2016 | By Dan Nickols
Subtle, not seismic changes

Amidst the volatile stock market conditions that followed the decision to leave the European Union, the justification for investing in...

19 Aug 2016 | By Ian Heslop
Markets and medals

“Pele believes 2014 World Cup will boost Brazil's economy”[i] beamed the Sky Sports caption from the heady days of November 2013...

19 Aug 2016 | By Ian Heslop
Off to the beach

Is it just me? Or are any of my fellow peers from the Square Mile looking forward to downing their...

15 Aug 2016
Money market reform, libor and short-end us rates

An important positive contributor to the fund’s performance over the past month has been our paid fixed positions in interest...

04 Aug 2016 | By Nicholas Wall
BoE wields sledgehammer to curb Brexit risks

Mario Draghi rattled fixed-income markets last month when the European Central Bank (ECB) president hinted at the eventual unwinding of...

26 Jul 2016
Don’t expect too much from the Bank of England

Somewhat surprisingly, at its July meeting, the Bank of England’s (BOE) Monetary Policy Committee (MPC) refrained from unveiling any stimulus...

22 Jul 2016 | By Richard Watts
A sense of perspective

Every so often something unexpected, often referred to as a Black Swan event, comes along to disrupt conventional thinking. For...

01 Jul 2016 | By Tim Service
Challenges, and opportunities

Last week’s UK referendum result took much of the market by surprise, as shown by the sharp drop in sterling...

01 Jul 2016 | By Nick Williamson
Old Mutual UK Smaller Companies Focus Fund: post-EU referendum commentary

The reaction of markets to the EU referendum result clearly indicated that a ‘Leave’ vote was a surprise....

30 Jun 2016 | By Richard Watts
Old Mutual UK Mid Cap Fund: Post-EU referendum commentary

Richard Watts, manager of the Old Mutual UK Mid Cap Fund, reacts to the result of the UK’s EU membership...

30 Jun 2016 | By Luke Kerr
Old Mutual UK Dynamic Equity Fund: Post-EU referendum commentary

As we articulated ahead of the referendum on the UK’s membership of the EU, we did not expect the vote...

28 Jun 2016 | By Richard Buxton
Brexit: what next for markets, politics and the economy

The Old Mutual Global Investors UK equities team discusses how the vote to leave the EU may shape the investment...

28 Jun 2016
Berlin property tour German residential market

In early June, our European team visited Berlin to tour apartment properties owned and operated by one of our portfolio...

28 Jun 2016 | By Richard Buxton
Old Mutual UK Alpha Fund: Post-eu referendum commentary

Not the expected outcome! Weeks and months of uncertainty on who forms the new government leadership, whether we have a...

27 Jun 2016 | By Lloyd Harris
Safety and returns in an uncertain new world

The fallout from the UK’s vote to leave the European Union has highlighted the strength of the Old Mutual Corporate...

24 Jun 2016 | By Ned Naylor-Leyland
Brexit proves gold’s value as insurance

The result of the eu referendum has brought into sharp focus gold’s continuing value as insurance against the risks of...

24 Jun 2016 | By Richard Buxton
Good-bye to the status quo

In an unprecedented move, the UK has voted to leave the European Union. As the initial reaction in stock markets...

24 Jun 2016 | By Ian Ormiston
Europe’s leaders must stand up to the challenge

UK voters have chosen to leave the EU. I make no claim to be any more enlightened than the crowds...

24 Jun 2016 | By Richard Buxton
Initial reaction: Brexit, or the world’s first “DIY recession”

The UK has voted to leave the European Union. As the initial reaction in financial markets has shown, there is...

24 Jun 2016 | By Ian Heslop
Shielded from ‘Brexit’ reality check

Mario Draghi rattled fixed-income markets last month when the European Central Bank (ECB) president hinted at the eventual unwinding of...

21 Jun 2016 | By Ian Ormiston
Size matters

Why European smaller companies? Investors are typically attracted to smaller companies as an asset class on account of the fact...

16 Jun 2016 | By Ned Naylor-Leyland
Not worth the paper it’s written on

Mario Draghi rattled fixed-income markets last month when the European Central Bank (ECB) president hinted at the eventual unwinding of...

16 Jun 2016 | By Richard Buxton
Are we nearly there yet?

In December of last year an important document, produced by officials at the Bank of England, was published. In essence...

26 May 2016 | By Lloyd Harris
The battle of Brexit: a fight between passion and fear

Mario Draghi rattled fixed-income markets last month when the European Central Bank (ECB) president hinted at the eventual unwinding of...

20 May 2016 | By Ian Heslop
Deep impact

It is of course a truism that nobody knows what the result of the UK’s European Union membership referendum will...

10 May 2016 | By Liam Nunn
The Ikea effect

'We’re going to IKEA,’ my wife announced sternly. I’d been living in fear of these words ever since we...

10 May 2016 | By Ian Heslop
How to stay flexible in a volatile new world

Examining how US equity funds capture up and down markets, and their style consistency, can help in uncovering those able...

25 Jan 2016 | By Richard Buxton
The perfect storm?

It has been a harsh start to 2016, but the pain is likely to be front-end loaded rather than persist...

19 Nov 2015 | By Liam Nunn
Pig ignorant: Why blindness to base rates can hurt investor health

As I opened my fridge and instinctively reached for the packet of bacon, I suddenly found myself hesitating....

14 Oct 2015 | By Simon Murphy
Battered investor morale in UK equities

The last few months have been a torrid time for stock market investors globally, and whilst emerging markets have seen...

14 Oct 2015 | By Richard Buxton
Dip-buying in UK equities

As we enter the last few months of the year and consider what 2016 may bring investors, events in the...

17 Jun 2015 | By Ian Heslop
Every cloud…

Investors should look beyond the bull-bear tug of war that’s dominating US equity headlines and focus on the economy’s long-term...

08 May 2015 | By Richard Buxton
2015 election: The result

A good General Election result for the UK economy, but not a good day for the United Kingdom...

17 Mar 2015 | By Ian Ormiston
The land of opportunity

Some six and half years on from the onset of the global financial crisis, it’s not just Irish eyes that...

11 Mar 2015 | By Ian Ormiston
Ian Ormiston: Yearning for domestic bliss

While US industry big-wigs Warren Buffett and Robert Shiller have recently been banging the drum for Europe amid renewed investor...

02 Mar 2015 | By Liam Nunn
Artificial randomness: shuffling iPods, philosophical hunter-gatherers and technical analysis

"Our brain is an excellent pattern-matching device. It will find patterns where there aren't any."

WEBCASTS
Is now the time for European small caps to deliver?
19 Sep 2018 | 10:00 AM (GMT) | 45 min

Some European smaller companies are delivering value, quality and consistent returns despite challenges that include trade tensions, weak commodity prices...

Author(s):
Fixed Income update – October 2018
Live on 18 Oct 2018 | 10:30 AM (GMT) | 60 min

Old Mutual Fixed Income update October 2018.

Old Mutual UK Alpha Fund
26 Jul 2018 | 10:00 AM (GMT) | 30 min

Old Mutual UK Alpha Fund update July 2018.

Author(s):
Global Equities update with Ian Heslop – Q2 2018
05 Jul 2018 | 10:00 AM (GMT) | 30 min

Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the...

Author(s):
Old Mutual UK Alpha Fund
27 Jun 2018 | 10:00 AM (GMT) | 30 min

Old Mutual UK Alpha Fund update June 2018.

Author(s):
Multi-Sector Fixed Income Update
12 Jun 2018 | 10:00 AM (GMT) | 60 min

Old Mutual Multi-Sector Fixed Income update June 2018.

Old Mutual Global Investors UK Mid & Small Cap Equities Update May 2018
06 Jun 2018 | 10:00 AM (GMT) | 50 min

Please join Dan Nickols, head of UK mid & small cap equities and manager of the Old Mutual UK Smaller...

Europe (ex UK) Smaller Companies update – May 2018
23 May 2018 | 10:00 AM (GMT) | 50 min

With economic growth losing some momentum in the eurozone, how does this impact European smaller company investors? Ian Ormiston touches...

Author(s):
UK Alpha Fund monthly update – April 2018
24 Apr 2018 | 10:00 AM (GMT) | 40 min

Can UK equities recover from their low-ranking position on the global equity leaderboard? During the call, Richard Buxton will take...

Author(s):
Global Equities update with Ian Heslop – Q1 2018
06 Apr 2018 | 10:00 AM (GMT) | 35 min

Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the...

Author(s):
UK Alpha Fund monthly update – March 2018
21 Mar 2018 | 10:00 AM (GMT) | 40 min

Sentiment around UK equities remains decidedly chilly relative to many world stock markets. Justified or not? During the webcast, Richard...

Author(s):
UK Alpha Fund monthly update – February 2018
14 Feb 2018 | 10:00 AM (GMT) | 30 min

Please join Richard Buxton, head of UK equities, for his monthly webcast. Barely a month into the new year and...

Author(s):
Corporate Bond Fund update – Q4 2017
24 Jan 2018 | 10:00 AM (GMT) | 20 min

Please join Lloyd Harris, manager of the Old Mutual Corporate Bond Fund, for a review of the fund over the...

Author(s):
UK Alpha Fund monthly update – January 2018
22 Jan 2018 | 10:00 AM (GMT) | 40 min

For the majority of equity investors, 2017 ended with a bang not a whimper. A combination of accelerating economic growth...

Author(s):
2018 fixed income outlook
18 Jan 2018 | 10:00 AM (GMT) | 35 min

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

Global Equities update with Ian Heslop – Q4 2017
10 Jan 2018 | 10:00 AM (GMT) | 35 min

Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the...

UK Alpha Fund monthly update – November 2017
21 Nov 2017 | 10:00 AM (GMT) | 40 min

In his last webcast of 2017, Richard touches on what he’d like to see in the chancellor’s budget, how politics...

Author(s):
CoCos – a growing alternative source of income
07 Nov 2017 | 10:00 AM (GMT) | 40 min

Please join Lloyd Harris, and Rob James, managers of the Old Mutual Financials Contingent Capital Fund for a live webcast...

Author(s):
UK Alpha Fund monthly update – October 2017
25 Oct 2017 | 10:00 AM (GMT) | 60 min

Please join Richard Buxton, head of UK equities, for his monthly webcast. Another month goes by and equity markets continue...

Author(s):
Corporate Bond Fund update – Q3 2017
24 Oct 2017 | 10:00 AM (GMT) | 20 min

Lloyd will give his market outlook as Brexit negotiations unfold, and in the wake of recent comments by the governor...

Author(s):
Multi-Strategy Fixed Income Update Q3 2017
18 Oct 2017 | 10:00 AM (GMT) | 35 min

Please join Mark Nash and Nicholas Wall, managers on our multi-sector fixed income team, for their quarterly webcast. During the...

Global Equities update with Ian Heslop – Q3 2017
05 Oct 2017 | 10:00 AM (GMT) | 35 min

Ian Heslop, Head of Global Equities, and Justin Wells, Strategist, Global Equities, will update you on their analysis of the...

UK Alpha Fund monthly update – September 2017
20 Sep 2017 | 10:00 AM (GMT) | 60 min

With summer drawing to a close, Richard Buxton, head of UK equities and manager of the Old Mutual UK Alpha...

Author(s):
UK Alpha Fund monthly update – August 2017
16 Aug 2017 | 10:00 AM (GMT) | 60 min

Please join Richard Buxton's latest webcast for his key takeaways on the deluge of UK half-yearly results and whether or...

Author(s):
Richard Buxton – still finding pockets of value
09 Aug 2017 | 10:00 AM (GMT) | 5 min

Richard Buxton, head of UK equities at Old Mutual Global Investors, reviews an enigmatic first six months of 2017, and...

Author(s):
Corporate Bond Fund update – Q2 2017
18 Jul 2017 | 10:00 AM (GMT) | 20 min

Lloyd will give his market outlook as Brexit negotiations unfold, and in the wake of recent comments by the governor...

Author(s):
Global Strategic Bond Fund Update – Q2 2017
12 Jul 2017 | 10:00 AM (GMT) | 40 min

Old Mutual Global Strategic Bond Fund Update - Q2 2017.

Global Equities update call with Ian Heslop – Q2 2017
06 Jul 2017 | 10:00 AM (GMT) | 40 min

Please join us on Thursday 6 July for our quarterly review call to discuss the performance of the Old Mutual...

UK Alpha Fund monthly update – June 2017
13 Jun 2017 | 10:00 AM (GMT) | 45 min

Not even a year on since Brexit and, once again, UK voters are being asked to go to the polls...

Author(s):
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