Jupiter Merlin webcast: A roadmap through a chaotic world
Listen to the Jupiter Merlin team’s thinking on the macroeconomic and geopolitical situation, markets, and portfolio positioning.
Webcast: Getting ready for tightening
Richard Buxton discusses central bank tightening and what it means for investors.
Webcast: Volatile year ahead?
Richard Buxton discusses market volatility, the Fed’s hawkish tilt and what may lie ahead for investors.
Webcast: Gearing up to face headwinds
All eyes are on central banks this year, after a bumpy ride for fixed income markets in 2021: rates continue to be volatile and short-term inflation remains elevated. Is there a risk that central banks tighten policy too quickly as inflation and growth start to normalise?
Jupiter Merlin webcast: New year, old problems
As policymakers continue to struggle with Omicron and monetary policy conundrums, investors must delicately balance their asset allocation.
Systematic Equities Q4 2021 webcast
Dr Amadeo Alentorn and Yuangao Liu present their Q4 2021 review of the Jupiter Merian Systematic Equity funds.
Webcast: An Early View of 2022
Richard Buxton, in his first webcast of the year, offers an early view of 2022: the outlook for markets, the economy and UK large-cap stocks.
Jupiter Merlin webcast: The transformative effect of net zero
COP26 produced, depending on who you ask, either nothing of consequence or a paradigm shift in how (and in whose interests) companies and economies are run. Whether climate disaster is averted or not, what is certain is that the future is full of unknowns.
Webcast: UK Alpha and the Outlook for Large Caps
Listen as Richard Buxton discusses his macro views and outlook as well as UK Alpha Fund performance in his latest webcast.
Webcast: Gold & Silver – Who loved the 1970s?
The current macro environment feels like a repeat of the 1970s. All that’s missing is a disco revival … and a big rally for gold. Ned Naylor-Leyland looks at what has driven monetary metals markets so far in 2021, and what the catalysts could be for a turnaround in fortunes.