Webcast: Easing into 2024?
Rate cuts this year? Inflation under control? Mark Nash, Huw Davies and James Novotny discuss the macro in this webcast.
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?
The end of negative rates – what next for Japan?
As the Bank of Japan nudges closer to ending its negative interest rate policy, investors are poised for new data that tips the BoJ over the edge. Is inflation a threat or an opportunity in Japan, and how might the equity market react if the interest rates picture were to change?
Webcast: Seeking income and growth in Asia Pacific
In his latest webcast, Jason Pidcock (Investment Manager, Asian Equity Income) explains his team’s focus on ‘quality income’ stocks in the Asia Pacific (ex Japan) region. Jason also discusses where he’s finding the best opportunities, and why he chooses not to invest in China.
Webcast: Is a soft landing certain?
Listen to the latest webcast from Ariel Bezalel and Harry Richards as they provide an outlook for 2024. A soft landing is fully priced, will it materialise?
Webcast: Will the market’s party continue in 2024?
Will a turn in the rates cycle in 2024 herald a bull market, or could worrying geopolitical developments send investors running for cover?
Webcast: How can investors navigate uncertainty?
How can investors navigate uncertainty? Listen to the latest Jupiter Merian Global Equity Absolute Return (GEAR) Fund webcast.
Webcast: A system perpetually in crisis mode
The US government lurches from one ‘debt ceiling’ deadline to the next, while the eurozone once again grapples with spiralling Italian bond yields. Where can investors seek attractive opportunities in a world that seems to be perpetually in crisis mode?
Webcast: Gearing up for a recessionary world
Listen to the latest webcast from Ariel Bezalel and Harry Richards, who examine the prospects for fixed income amid a potential sharp downturn in growth.
Webcast: Seeking equity income in Asia and Japan
Where can equity income investors find the most attractive combination of income and growth in a world of higher inflation and higher interest rates?