Webcast: Economics goes through the looking glass
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The Jupiter Merlin team discuss how economics has gone ‘through the looking glass’. As governments and central banks play tug of war across an ideological chasm, global investment markets are having to rediscover how to price risk without the Federal Reserve as backstop.
Webcast: Difficult winter ahead?
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Listen as Richard Buxton discusses the challenges ahead on energy costs and supply this winter. What are the implications for the UK economy, consumers, companies and investors? Richard also discusses UK Alpha Fund performance.
Jupiter Merlin Webcast: Economic theory is losing its battle with reality
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Economic theory simply describes the sum of all human activities expressed in pounds/dollars/etc. Yet human actions don’t always align to theorems. As policymakers fumble with crude policy tools, is it any wonder the world is in disequilibrium?
Jupiter Merlin Webcast: Can policymakers get a grip before it’s too late?
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Politicians and central bankers have so far been all at sea, with policy responses that are either slow, ineffective, wrong-headed or all of the above. The Jupiter Merlin team seek to bring clarity to this complex investment picture in their latest webcast.
Webcast: Slowing growth ahead?
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Watch as Richard Buxton discusses what investors should consider as the UK economy slows and inflation remains persistently high.
Jupiter Merlin webcast: Are the wheels coming off the global economy?
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The Jupiter Merlin team discuss Portfolio positioning and how they view the investment landscape, as inflation runs rampant and recession looms.
Webcast: Energy, Commodities and UK Equities
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In his latest webcast, Richard Buxton discusses what may lie ahead for UK equities in a challenging macro-economic environment.
Webcast: Taking stock of a turbulent world
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Listen to the latest webcast from Ariel Bezalel and Harry Richards, who examine the path for inflation and growth, the potential opportunities for fixed income investors, and how the portfolios are positioned heading into 2022
Systematic Equities Q1 2022 webcast
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Dr Amadeo Alentorn and Matus Mrazik present their quarterly review of the Jupiter Merian Systematic Equities funds.
Jupiter Merlin webcast: The bond market battlefield
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Markets have been wrong-footed at every turn this year, and there is little indication that the outlook is becoming clearer. In the bond market, tensions between inflation, erratic central bank behaviour and a rapidly shifting environment for risk are playing out simultaneously.