Jupiter Merlin webcast: Are the wheels coming off the global economy?
Jupiter Merlin webcast: Are the wheels coming off the global economy?
The Jupiter Merlin team discuss Portfolio positioning and how they view the investment landscape, as inflation runs rampant and recession looms.
Investment Manager & ESG Investment Director, Independent Funds/Merlin
Investment Manager, Jupiter Independent Funds/Merlin
The value of active minds: independent thinking
A key feature of Jupiter’s investment approach is that we eschew the adoption of a house view, instead preferring to allow our specialist fund managers to formulate their own opinions on their asset class. As a result, it should be noted that any views expressed – including on matters relating to environmental, social and governance considerations – are those of the author(s), and may differ from views held by other Jupiter investment professionals.
Latest Insights
Merlin Weekly Macro: Labour under mounting pressure after Budget
Merlin Weekly Macro: Labour under mounting pressure after Budget
The Jupiter Merlin team look at the ongoing policy troubles for the UK’s Labour government, as inflation, tax and defence come under the spotlight.
Read time - 12 min.
22.11.2024
Merlin Weekly Macro: Good COP, or bad COP?
Merlin Weekly Macro: Good COP, or bad COP?
The Jupiter Merlin team look at the latest climate conference, and discuss politician’s struggles in bringing their electorates with them on the path to net zero.
Read time - 12 min.
15.11.2024
Merlin Weekly Macro: Will Trump’s tariffs ‘Make America Great Again’?
Merlin Weekly Macro: Will Trump’s tariffs ‘Make America Great Again’?
The Jupiter Merlin team look at what a second term for President Trump could mean for international trade, geopolitics, and investment markets.
Read time - 12 min.
07.11.2024
Square Mile podcast: Building a portfolio for a range of outcomes with the Jupiter Merlin team
Square Mile podcast: Building a portfolio for a range of outcomes with the Jupiter Merlin team
In this podcast David Lewis and George Fox discuss the current themes they're focusing on within the portfolios, the case for investing in gold and how they mitigate against big market dislocations.
06.11.2024