People

Axel Merk

Axel Merk

Formal First Name
Axel
Location

Axel Merk is the President and Chief Investment Officer of Merk Investments and Manager of the Merk Funds. Axel is a recognized expert on macro trends, the global economy, monetary policy and international investing. He is an authority on currencies and a pioneer in the use of strategic currency investing to seek diversification and portable alpha. He is also a sought-after speaker, contributor and author. His bookSustainable Wealth” describes how the greater economic universe works, how it might affect your finances, and how to manage those finances to seek financial stability. He has published many articles describing complex economic phenomena in understandable terms and is a frequent expert presenter and moderator at conferences.

Professional Experience


Academic History

MERK INVESTMENTS

  • Under his leadership, Merk Investments has grown into a billion dollar investment advisory firm. 

  • He leads the firm in offering investment funds and advisory services on liquid global markets, including domestic and international equities, fixed income, commodities and currencies.

  • He closely follows trends that affect world markets and watches global currencies with a macroeconomic approach focused on building long-term value for his clients.

  • He is the Portfolio Manager for the Merk Hard Currency Fund, a no-load mutual fund that provides exposure to a basket of hard currencies from countries with strong monetary policies.


MARKET CALLS

  • His insight and expertise have allowed him to predict major economic developments.

  • In 2003, he pinpointed the macro trend of U.S. dollar volatility while warning about the building of the credit bubble.

  • In 2005, he positioned his clients to move out of real estate and protect them against a faltering U.S. dollar by investing in hard currencies and gold.

  • In 2007, he wisely cautioned that volatility would surge, causing a painful global credit contraction affecting all asset classes. 


MEDIA & APPEARANCES