Search Result(s)

There are 19 item(s) tagged with the keyword "Market Views".

Displaying: 1 - 10 of 19

CIO Views: Credit default swaps, the Fed's challenge and China's new strategy

Credit default swaps grew rapidly, amplifying financial risks and contributing to the 2008 crisis. The Federal Reserve faces a tough balance between curbing inflation and avoiding recession. Meanwhile, China combats “involution” by reducing academic and work pressure to promote healthier competition and sustainable economic growth among its youth.

Tags: AXA Investment Managers, Market Updates, Market Views, Investment Institute
Merlin Weekly Macro: Will Trump deadlines sour the summer party?

The Jupiter Merlin team examines what’s in store as major equity markets remain exuberant, while the bonds markets stay cautious amid mounting global risks.

Tags: Jupiter, Multi-manager, Fund views, Market views
Questioning US exceptionalism
Tags: Jupiter, Market views, Equities
Can global financials maintain the momentum?

Guy de Blonay discusses the outlook for global financial equities, including the impact of US trade policies, where he sees the best opportunities and the biggest risks.

Tags: Market views, Fund views, equities, Jupiter
Fixed income opportunities in a chaotic and uncertain world

Ariel Bezalel and Harry Richards analyse Trump’s policies and what that may mean for the economy and markets.

Tags: Market views, Fund views, Jupiter
The age of uncertainty

Current geopolitical, economic and market conditions mean that investors should consider including alternatives for diversification, argue Amadeo Alentorn, Head of Systematic Equities, Mark Nash, Investment Manager, Fixed Income – Alternatives, and Ned Naylor-Leyland, Investment Manager, Gold & Silver.

Tags: alternatives, fixed income, Market views, Jupiter
Merlin Weekly Macro: Raging wars, calm markets

The Jupiter Merlin team discusses the uncertainty stemming from geopolitical conflicts and tensions.

Tags: Market views, Fund views, Multi-manager, Jupiter
Merlin Weekly Macro: Reeves in fiscal fantasy land?

The Jupiter Merlin team analyses whether Rachel Reeves’s economic strategy and spending plans are robust enough to boost the UK’s growth prospects.

Tags: Fund views, Multi-manager, Market views, Jupiter
Merlin Weekly Macro: Raging wars, calm markets

The Jupiter Merlin team discusses the uncertainty stemming from geopolitical conflicts and tensions.

Tags: Jupiter, Multi-manager, Fund views, Market views
Merlin Weekly Macro: China, Russia, and the emerging geopolitical reality

The Jupiter Merlin Team says that the growing strategic divide is not without costs to the world.

Tags: Jupiter Merlin, Multi-manager, Fund views, Market views

Displaying: 1 - 10 of 19