Search Result(s)

There are 16 item(s) tagged with the keyword "Fund views".

Displaying: 1 - 10 of 16

Merlin Weekly Macro: Fishing for answers at Jackson Hole

The Jupiter Merlin team examines the challenges confronting central bankers as they gather in Wyoming.

Tags: Jupiter, Multi-manager, Fund views, Market views
Merlin Weekly Macro: VJ Day and what's at stake in Ukraine

The Jupiter Merlin team analyse the implications of war in Ukraine and the Trump-Putin negotiations taking place on the anniversary of Japan’s surrender in 1945.

Tags: Jupiter, Multi-manager, Multi-manager, Fund views, Market views
Merlin Weekly Macro: A taxonomy of the UK political scene

The Jupiter Merlin team analyses the arguments shaping the 2029 election, the least predictable in years.

Tags: Jupiter, Multi-manager, Fund views, Market views
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
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
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 16