Examining Japan’s green technology credentials

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Dan Carter and Mitesh Patel ask how ready Japan’s corporate sector is to capitalise upon the green technology revolution.

Jupiter Merlin Weekly: Are politicians being honest about ‘net zero’?

Jupiter Merlin Weekly: Are politicians being honest about ‘net zero’?

The Jupiter Merlin team address how politicians are pursuing ‘net zero’ targets, and whether they’re being honest with electorates about the reality of getting there.

Jupiter Merlin Weekly: Biden’s end of year report: must do better

The Jupiter Merlin team appraise President Biden’s first year in office, as missteps at home and abroad have left him looking increasingly embattled.

Jupiter Merlin Weekly: Two years on and still pandemic pandemonium

Jupiter Merlin Weekly: Two years on and still pandemic pandemonium

The Jupiter Merlin team search for some Christmas cheer, as Covid, central bank policy and geopolitics conspire to bring about a troubling end to 2021.

Demographics: Japan’s ‘mother theme’

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Dan Carter and Mitesh Patel address the ‘mother theme’ of Japanese investing: demographics. Japan’s society continues to age, but what are the implications?

Jupiter Merlin Weekly: Covid’s moral hazard and the democratic deficit

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The Jupiter Merlin team discuss the trend towards authoritarian Covid restrictions in Western democracies. Is this the start of a slippery slope?

Jupiter Merlin Weekly: Geopolitics matter!

Jupiter Merlin Weekly: Geopolitics matter!

The Jupiter Merlin team discuss the delicate geopolitical backdrop, as the machinations of President Putin present a troubling dilemma for the West.

Asia Pacific for income & growth – but be selective

Asia Pacific for income & growth – but be selective

Asia Pacific continues to provide plenty of attractive growth and income opportunities. But an active approach is key, says Jason Pidcock, Head of Strategy, Asian Income.

Why 2022 could be a good year for Chinese equities

Why 2022 could be a good year for Chinese equities

2021 was a difficult year for Chinese equities, but Vincent Che, Fund Manager, Ping An Asset Management, and Oliver Lee, Investment Director, explain why the backdrop is improving.

Tightening into a slowdown: central banks risk policy mistake

Tightening into a slowdown: central banks risk policy mistake

Higher inflation is putting pressure on central banks to raise interest rates earlier than expected say Ariel Bezalel, Head of Strategy, Fixed Income and Harry Richards, Fund Manager, Fixed Income.