Macro, Markets and ESG
Macro, Markets and ESG
Please join John Chatfeild-Roberts, Algy Smith-Maxwell, Alastair Irvine and other members of the Jupiter independent funds team as they provide fast insights into macroeconomics, the outlook for markets, global vaccine programmes and the Biden White House. Edward Bonham Carter also joins the discussion as the team share their views on environmental, social and governance issues.
Investment Manager & ESG Investment Director, Independent Funds/Merlin
Investment Manager, Jupiter Independent Funds/Merlin
Latest Insights
Merlin Weekly Macro: Do you hear the drums of discontent?
Merlin Weekly Macro: Do you hear the drums of discontent?
As French voters express discontent and in the US President Biden faces questions over his future, the Jupiter Merlin team address the investment implications.
Read time - 10 min.
02.07.2024
Merlin Weekly Macro: Spotlight on Labour’s economic plans
Merlin Weekly Macro: Spotlight on Labour’s economic plans
With Labour set for a large majority as Sunak’s electoral gambit fails, the Jupiter Merlin team discuss the economic plan of the UK’s government-in-waiting.
Read time - 15 min.
21.06.2024
Merlin Weekly Macro: NATO’s disunited ‘Band of Brothers’
Merlin Weekly Macro: NATO’s disunited ‘Band of Brothers’
The Jupiter Merlin team discuss the fractured relationships within NATO, as key leaders lose popularity at home and support for Ukraine comes under threat.
Read time - 7 min.
14.06.2024
Merlin Weekly Macro: On tax, the devil is in the detail
Merlin Weekly Macro: On tax, the devil is in the detail
The UK election talk about tax continues with precious little clarity. How big might the Labour majority be, and will the Tories form an effective opposition?
Read time - 7 min.
07.06.2024