As part of Merk’s in-house research, we regularly evaluate a consistent set of charts covering the economy, equities, fixed income, commodities, and currencies. The aim is to keep our eyes open and to look through the noise of the headlines, avoiding the distractions of sensationalized click-bait. In sharing this content, we offer a cross-check to your own thinking and aim to add value to your own process.
Merk Research is part of Merk Investments, a San Francisco based asset manager (since 2001) supported by an exceptional portfolio management team.
Axel Merk is the President and Chief Investment Officer of Merk Investments, which he founded in 2001.
Merk is an expert on macro trends. He is a sought-after speaker, contributor and author. Axel Merk holds a B.A. in Economics (magna cum laude) and a M.Sc. in Computer Science from Brown University.
He lives in the San Francisco Bay Area with his wife and their four children. He is a marathon runner and a private pilot.
Nick Reece, CFA
Nicholas Reece joined Merk Investments in 2012. He is a Senior Analyst and Portfolio Manager.
Nick focuses on macroeconomic research and private wealth management, regularly publishing reports on the U.S. business cycle and equity market. Prior to joining Merk Investments, he gained experience working on capital markets deals with Paul Hastings in Hong Kong, and with Atlantis Investment Management. Nick holds a B.A. in Economics from Trinity College and is a Chartered Financial Analyst (CFA) charterholder.
Nick lives in New York City. Outside of work, he is an avid reader and volunteer high school math tutor.