A curated collection of videos from leading fund management groups on market dynamics, trends, and investment strategies.
There are 19 item(s) tagged with the keyword "Fund views".
Displaying: 1 - 10 of 19
Jason Pidcock and Sam Konrad discuss Asia ex-Japan equity income investing in the current macro-economic environment and why they like gold, Singapore and technology stocks.
The Jupiter Merlin team discusses the turmoil in France and how this once again puts the Eurozone’s shaky foundations in the spotlight.
The Jupiter Merlin team discusses rising bond yields driven by fiscal pressures and mounting geopolitical tensions.
The Jupiter Merlin team examines the challenges confronting central bankers as they gather in Wyoming.
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.
The Jupiter Merlin team analyses the arguments shaping the 2029 election, the least predictable in years.
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.
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.
Ariel Bezalel and Harry Richards analyse Trump’s policies and what that may mean for the economy and markets.
The Jupiter Merlin team discusses the uncertainty stemming from geopolitical conflicts and tensions.
Displaying: 1 - 10 of 19