A game of probabilities
Will they be able to avert a hard landing? Will there be substantial rate cuts in the coming months?
Webcast: Is the UK economy stuck in a rut?
UK inflation is stickier than in other developed economies, but the Bank of England must keep a watchful eye on the property markets. In this webcast Richard Buxton gives his views on markets and answers questions from listeners.
Webcast: Jupiter Merian Global Equity Absolute Return Fund
Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, answers audience questions on the Jupiter Merian Global Equity Absolute Return (GEAR) Fund.
Webcast: Should you be worried about something?
A yield of c3.5% on the US 30-Year Treasury says that a fairly trifling return is all the compensation needed for the coming three decades of geopolitical earthquakes and economic ructions. Are risks being foolishly ignored, or is this a classic case of markets ‘climbing a wall of worry’?
Webcast: Finding quality in European equities
Investment managers Mark Nichols and Mark Heslop the opportunities and outlook for European equities. Listen now.
Jupiter Merlin Webcast: Has sanity returned to global markets?
Inflation and interest rates seem close to peaking. Has sanity returned? The Jupiter Merlin team discuss a delicately balanced investment landscape.
Webcast: The death of the inflation cycle may be exaggerated
With labour markets in many parts of the world remaining tight, talk of disinflation could be premature. In this webcast Mark Nash, Huw Davies and James Novotny discuss the macro backdrop and the outlook for fixed income.
Webcast: Staying constructive on UK Equities
Richard explains why he’s staying constructive on UK equities in his latest UK Alpha Fund webcast.
Webcast: Prospects for fixed income as growth slows
Listen to the latest webcast from Ariel Bezalel and Harry Richards, who examine the outlook for inflation and growth and the potential opportunities for fixed income investors in 2023.
Jupiter Merlin Webcast: Is the worst of inflation over?
In this webcast, the Jupiter Merlin team will assess the investment landscape as we end 2022 with central banks suggesting they will slow the pace of interest rate rises. Inflation was the dominant economic factor of 2022 … but will it subside in 2023?