Are the wheels coming off the global economy?

Presented by

Jupiter Merlin team

About this talk

Last year markets heralded the ‘reopening trade’, as global GDP bounced back from Covid to grow 6% in 2021. But now, with rampant inflation and looming recession, central banks so long asleep at the wheel have suddenly woken up and yanked the steering hard towards higher rates. All this against the backdrop of an horrific war in Europe that is radically reshaping geopolitics. The Jupiter Merlin team will discuss Portfolio positioning and how they view the investment landscape. Please join our webcast on Wednesday 25th May.
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