Jupiter Merlin webcast: A roadmap through a chaotic world
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.
Investment Manager & ESG Investment Director, Independent Funds/Merlin
Investment Manager, Jupiter Independent Funds/Merlin
Latest Insights
Positioning bond investments for steep rate cuts
Positioning bond investments for steep rate cuts
Ariel Bezalel and Harry Richards say that the state of the global economy calls for a sharp decline in interest rates in the coming months, which could potentially benefit government bonds.
Read time - 5 min.
24.10.2024
Fixed Income: The spotlight is on government bonds
Fixed Income: The spotlight is on government bonds
Ariel Bezalel and Harry Richards examine the prospects for the US economy and the outlook for interest rates following the first rate cut in the current cycle.
Read time - 5 min.
01.10.2024
Webcast: What’s ahead for the global economy?
Webcast: What’s ahead for the global economy?
Listen to the latest webcast from Ariel Bezalel and Harry Richards as they analyse the outlook for fixed income markets.
25.09.2024
What’s in store as the rate cycle turns?
What’s in store as the rate cycle turns?
Ariel Bezalel and Harry Richards assess the factors that helped tame inflation and analyse the prospects for the global economy in the months ahead.
Read time - 5 min.
10.09.2024