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: A budget every bit as bad as feared
Merlin Weekly Macro: A budget every bit as bad as feared
Is a catatonic torpor of mediocre economic growth the best that the UK can hope for? The Jupiter Merlin team analyses the shaky foundations of Rachel Reeves’ post-Budget strategy.
Read time - 10 min.
01.11.2024
Webcast: Are markets set for a rude awakening?
Webcast: Are markets set for a rude awakening?
Jupiter Merlin Webcast: Geopolitics today is the least stable it has been for a long time – but through most of it markets have been notably calm. What would it take to spook investors who remain preoccupied by inflation and interest rates?
30.10.2024
Merlin Weekly Macro: The crystal ball that is the yield curve
Merlin Weekly Macro: The crystal ball that is the yield curve
The Jupiter Merlin team look at how investors in fixed income markets are interpreting risk at the moment, through the lens of government bond yields.
Read time - 8 min.
25.10.2024
Merlin Weekly Macro: Have Labour painted themselves into a corner?
Merlin Weekly Macro: Have Labour painted themselves into a corner?
The Jupiter Merlin team look at whether Labour have painted themselves into a corner on tax and spending, as the pre-Budget political theatre ramps up.
Read time - 8 min.
18.10.2024