Asia Pacific equities: Enablers of the AI revolution
Jason Pidcock and Sam Konrad discuss the AI theme in the Asia Pacific (ex Japan) region and highlight where they’re finding some of the most attractive tech opportunities.
Webcast: Uncovering quality growth companies in Europe
Mark Nichols and Mark Heslop discuss where to find high-quality, cash-generative, growth stocks in Europe.
War and Peace? The Preoccupations of an Unstable World (contains audio)
Alastair Irvine’s latest geopolitics review takes stock of a world at its most dangerous for at least four decades and assesses the investment implications.
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Asia Pacific equities: Enablers of the AI revolution
Asia Pacific equities: Enablers of the AI revolution
Jason Pidcock and Sam Konrad discuss the AI theme in the Asia Pacific (ex Japan) region and highlight where they’re finding some of the most attractive tech opportunities.
Read time - 6 min.
18.03.2024
Webcast: Uncovering quality growth companies in Europe
Webcast: Uncovering quality growth companies in Europe
Mark Nichols and Mark Heslop discuss where to find high-quality, cash-generative, growth stocks in Europe.
13.03.2024
War and Peace? The Preoccupations of an Unstable World (contains audio)
War and Peace? The Preoccupations of an Unstable World (contains audio)
Alastair Irvine's latest geopolitics review takes stock of a world at its most dangerous for at least four decades and assesses the investment implications.
Read time - 60 min.
13.03.2024
Jupiter Merlin Weekly: Hunt’s budget pleases hardly anyone
Jupiter Merlin Weekly: Hunt’s budget pleases hardly anyone
The Jupiter Merlin team discuss the Chancellor’s election-year budget and unimaginative fiscal policy and what a Labour administration may mean for government finances.
Read time - 12 min.
12.03.2024
Merlin Weekly Macro: Politics must confront some difficult issues
Merlin Weekly Macro: Politics must confront some difficult issues
The Jupiter Merlin team discuss the tense backdrop for 2024 elections, as politicians must confront divisive issues that often deeply split their electorates.
Read time - 12 min.
01.03.2024
India: All eyes on Modi’s prospects amid growth optimism
India: All eyes on Modi’s prospects amid growth optimism
Avinash Vazirani and Colin Croft say investors will focus on the outcome of the upcoming national election and what that could mean for government policies amid growth optimism.
Read time - 7 min.
01.03.2024
European Commercial Real Estate: A mixed bag after recent rally
European Commercial Real Estate: A mixed bag after recent rally
Luca Evangelisti, Head of Credit Research, Paridhi Garg, Credit Analyst, and Leon Wei, Credit Analyst, explain the reasons behind the commercial real estate crisis in Europe and examine its impact across fixed income and European financial markets.
Read time - 8 min.
29.02.2024
UK equities are due for a revival. What might trigger it?
UK equities are due for a revival. What might trigger it?
Adrian Gosden and Chris Morrison discuss UK equity income investing, above-average dividend yields on offer and what surging buybacks may mean for unloved UK stocks.
Read time - 7 min.
27.02.2024
On our bookshelf: the Merlin team’s spring reading
On our bookshelf: the Merlin team’s spring reading
The Jupiter Merlin team reveals some books they have been reading lately, from business and financial advice to war and geopolitics, cooking and rum.
Read time - 12 min.
27.02.2024
Merlin Weekly Macro: The West’s diplomacy has failed Ukraine
Merlin Weekly Macro: The West’s diplomacy has failed Ukraine
The Jupiter Merlin team discuss the West’s latest efforts to box Russia in with a raft of new sanctions. Will these be any more effective than the last?
Read time - 12 min.
26.02.2024
Can Saudi Arabia emulate Dubai’s success?
Can Saudi Arabia emulate Dubai’s success?
Reza Karim discusses the key macro takeaways from his recent trip to the Middle East, where he met with dozens of companies across Saudi Arabia, Oman and the UAE.
Read time - 7 min.
20.02.2024
Merlin Weekly Macro: 24 hours to forget for the Tories
Merlin Weekly Macro: 24 hours to forget for the Tories
The Jupiter Merlin team discuss another 24 hours to forget for the Tories, as heavy by-election defeats show the scale of the challenge in an election year.
Read time - 7 min.
16.02.2024
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