Search Result(s)

There are 23 item(s) tagged with the keyword "Market views".

Displaying: 1 - 10 of 23

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
Gold, Silver and the Miners: Further to go?

Ned Naylor-Leyland discusses his market views on gold and its "higher beta cousins’’ - silver and the shares of gold and silver mining companies.

Tags: Jupiter, Alternatives, Equities, Market views
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

Displaying: 1 - 10 of 23