Bond Market Returns at Risk? The SARB View
Bond Market Returns at Risk? The SARB View
Is the reflation trade still valid? Are we on track for further dollar and bond weakness and cyclical asset strength? Listen to Mark Nash, Fund Manager, and Huw Davies, Investment Director, in discussion on the Strategic Absolute Bond Fund webcast.
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Webcast: Easing into 2024?
Webcast: Easing into 2024?
Rate cuts this year? Inflation under control? Mark Nash, Huw Davies and James Novotny discuss the macro in this webcast.
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
The end of negative rates – what next for Japan?
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?
27.03.2024
Merlin Weekly Macro: The rehabilitation of The Iron Lady
Merlin Weekly Macro: The rehabilitation of The Iron Lady
The Jupiter Merlin team discuss the rehabilitation of Margaret Thatcher’s political reputation, and ask whether Rachel Reeves’s economic plans are realistic.
Read time - 12 min.
22.03.2024