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: US inflation moves stubbornly sideways
Merlin Weekly Macro: US inflation moves stubbornly sideways
The Jupiter Merlin team assess the likelihood of the Federal Reserve cutting interest rates this year given that economic data continues to raise eyebrows.
Read time - 7 min.
12.04.2024
Merlin Weekly Macro: A threat to the rules-based order
Merlin Weekly Macro: A threat to the rules-based order
The Jupiter Merlin team assess the existential threats faced by Ukraine and Israel, and the challenges posed by nations who wilfully defy the rules-based order.
Read time - 16 min.
05.04.2024
Merlin Weekly Macro: Interpreting the Fed’s policy signals
Merlin Weekly Macro: Interpreting the Fed’s policy signals
The Jupiter Merlin team attempt to decipher the Federal Reserve’s recent comments, which reveal much about the quandary in which the US finds itself.
Read time - 12 min.
28.03.2024
Jupiter Merlin Webcast: Is inflation getting back in sync?
Jupiter Merlin Webcast: Is inflation getting back in sync?
Jupiter Merlin Webcast: As inflation rates in most major economies start to converge, will central banks release their grip on interest rates?
27.03.2024