Jupiter Merlin Weekly: Playing the game of unintended consequences
The Jupiter Merlin team discuss the diverging views between central banks about how best they should maintain financial stability and defeat inflation.
Jupiter Merlin Weekly: Banking is complex but simple
The Jupiter Merlin team look at a dramatic week in markets, as cracks appear in the banking sector and the credibility of the US Federal Reserve hangs in the balance.
Budget reaction: A glass half full Budget for the optimists
Richard Buxton assesses Jeremy Hunt’s first full budget, in which the Chancellor sought to incentivise companies to invest in and encourage re-participation in the workforce.
Jupiter Merlin Weekly: Evolution or revolution in China?
China’s re-socialisation: evolutionary or revolutionary? The Jupiter Merlin team analyses the bigger picture behind the Evergrande collapse.
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Jupiter Merlin Weekly: Playing the game of unintended consequences
Jupiter Merlin Weekly: Playing the game of unintended consequences
The Jupiter Merlin team discuss the diverging views between central banks about how best they should maintain financial stability and defeat inflation.
Read time - 12 min.
24.03.2023
Jupiter Merlin Weekly: Banking is complex but simple
Jupiter Merlin Weekly: Banking is complex but simple
The Jupiter Merlin team look at a dramatic week in markets, as cracks appear in the banking sector and the credibility of the US Federal Reserve hangs in the balance.
Read time - 15 min.
17.03.2023
Budget reaction: A glass half full Budget for the optimists
Budget reaction: A glass half full Budget for the optimists
Richard Buxton assesses Jeremy Hunt’s first full budget, in which the Chancellor sought to incentivise companies to invest in and encourage re-participation in the workforce.
Read time - 4 min.
15.03.2023
Rights and Issues: combining strong heritage with new resources
Rights and Issues: combining strong heritage with new resources
Rights and Issues Investment Trust plc was launched in 1962 but has now appointed Jupiter as investment manager. Dan Nickols and Matt Cable, managers since October 2022, answer questions about their strategy.
Read time - 5 min.
13.03.2023
Jupiter Merlin Weekly: Flirting with recession but so far avoiding it
Jupiter Merlin Weekly: Flirting with recession but so far avoiding it
The Jupiter Merlin team look at a delicate economic situation, where the UK is not yet in recession and where central bankers are divided about the right policy approach.
Read time - 6 min.
10.03.2023
Jupiter Merlin Weekly: Why so much volatility in bonds?
Jupiter Merlin Weekly: Why so much volatility in bonds?
The Jupiter Merlin team examine what has already been a rollercoaster year in bond markets.
Read time - 8 min.
03.03.2023
Jupiter Merlin Weekly: Ukraine and a world in conflict and flux
Jupiter Merlin Weekly: Ukraine and a world in conflict and flux
The Jupiter Merlin team ask whether support for Ukraine is strengthening or wavering in the West, and what might the end game be for this devastating conflict?
Read time - 17 min.
24.02.2023
Jupiter Merlin Weekly: Bonds Bounce, Inflation Confounds, Debt Rises
Jupiter Merlin Weekly: Bonds Bounce, Inflation Confounds, Debt Rises
The Jupiter Merlin team look at the bond market’s thundering herd, inflation’s confounding data and the US Debt Ceiling’s steady rise.
Read time - 10 min.
17.02.2023
Jupiter Merlin Weekly: Is reversing Brexit back on the agenda?
Jupiter Merlin Weekly: Is reversing Brexit back on the agenda?
Is reversing Brexit back on the agenda? If so, on what terms? The Jupiter Merlin team look at the politically toxic question of Brexit, which refuses to go away.
Read time - 10 min.
10.02.2023
Anatomy of a Crisis 2: after a year of war, what’s next for Ukraine?
Anatomy of a Crisis 2: after a year of war, what’s next for Ukraine?
A year after the conflict started, Alastair Irvine takes stock of the geopolitical, economic and investment consequences of the war in Ukraine.
Read time - 50 min.
10.02.2023
Notes from the Investment Floor: Sluggish UK growth, but reasons for cautious optimism
Notes from the Investment Floor: Sluggish UK growth, but reasons for cautious optimism
Richard Buxton discusses the outlook for the UK economy, and explains that while growth is likely to be flat, there are some positives coming through.
Read time - 4 min.
01.02.2023
Notes from the Investment Floor: The rise of India’s domestic investor
Notes from the Investment Floor: The rise of India’s domestic investor
Avinash Vazirani discusses the role that domestic investors play in the Indian stock market, and looks at some of the tailwinds helping drive India’s economic growth.
Read time - 4 min.
30.01.2023
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