Jupiter Merlin webcast: Merlin team on the ‘Goldilocks’ recovery
Jupiter Merlin webcast: Merlin team on the ‘Goldilocks’ recovery
Like Goldilocks searching for the perfect porridge, markets keep fretting that economic growth is either “too cold” (low job growth) or “too hot” (high inflation). Perhaps, as growth forecasts get upgraded, the truth is that the Western economic recovery is “just right”?
Investment Manager & ESG Investment Director, Independent Funds/Merlin
Investment Manager, Jupiter Independent Funds/Merlin
Latest Insights
Positioning bond investments for steep rate cuts
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Read time - 5 min.
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Fixed Income: The spotlight is on government bonds
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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.
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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.
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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