Jupiter Merlin Weekly: Inflation: hopeful sign or clutching at straws?
The Jupiter Merlin team considers recent inflation data and suggests that it will be our energy supplies this winter that determine the duration of higher prices.
Why I’m no longer investing in China
Jason Pidcock, manager of the Jupiter Asian Income Fund, explains why he’s sold out of his last remaining positions in mainland China.
Jupiter Merlin Weekly: Taking stock of a momentous year
The Jupiter Merlin team look back on 12 months that have seen geopolitical earthquakes, as the tectonic plates of power inexorably shift.
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: Inflation: hopeful sign or clutching at straws?
Jupiter Merlin Weekly: Inflation: hopeful sign or clutching at straws?
The Jupiter Merlin team considers recent inflation data and suggests that it will be our energy supplies this winter that determine the duration of higher prices.
Read time - 5 min.
12.08.2022
Why I’m no longer investing in China
Why I’m no longer investing in China
Jason Pidcock, manager of the Jupiter Asian Income Fund, explains why he’s sold out of his last remaining positions in mainland China.
Read time - 3.9 min.
12.08.2022
Jupiter Merlin Weekly: Taking stock of a momentous year
Jupiter Merlin Weekly: Taking stock of a momentous year
The Jupiter Merlin team look back on 12 months that have seen geopolitical earthquakes, as the tectonic plates of power inexorably shift.
Read time - 13 min.
05.08.2022
Jupiter Merlin Weekly: When is a recession not a recession?
Jupiter Merlin Weekly: When is a recession not a recession?
The Jupiter Merlin team discuss central banks’ reaction to continuing tough economic conditions as the US (depending on how one looks at it) enters recession.
Read time - 7 min.
29.07.2022
Jupiter Merlin Weekly: “Economically devastating” … but for whom?
Jupiter Merlin Weekly: “Economically devastating” … but for whom?
The Jupiter Merlin team discuss the crippling cost of the economic war raging between Russia and the West, a conflict in which Russia seemingly has the upper hand.
Read time - 13 min.
22.07.2022
Jupiter Merlin Weekly: Putin’s plan pays off as Western leaders fall
Jupiter Merlin Weekly: Putin’s plan pays off as Western leaders fall
The Jupiter Merlin team discuss the success of Putin’s plan to weaponise energy and food prices, thereby contributing to economic and political turmoil in the West.
Read time - 13 min.
15.07.2022
Notes from the Investment Floor: Why’s Japan’s inflation still so low?
Notes from the Investment Floor: Why’s Japan’s inflation still so low?
Dan Carter discusses the macroeconomic dynamics at play in Japan, as the ‘immovable object’ of domestic deflation meets the ‘unstoppable force’ of global inflation.
Read time - 3 min.
14.07.2022
Notes from the Investment Floor: Seeking sustainable investment ideas
Notes from the Investment Floor: Seeking sustainable investment ideas
Freddie Woolfe, Investment Analyst, Global Sustainable Equities discusses the team's approach to identifying investment ideas.
Read time - 3 min.
14.07.2022
Jupiter Merlin Weekly: The West’s descent into political chaos
Jupiter Merlin Weekly: The West’s descent into political chaos
The Jupiter Merlin team discuss a dramatic week in UK politics and analyse the travails of other Western nations, at a time when clear strategic thinking is most needed.
Read time - 16 min.
08.07.2022
Notes from the Investment Floor: Could China rebound in H2 2022?
Notes from the Investment Floor: Could China rebound in H2 2022?
Salman Siddiqui discusses how emerging markets are coping with the economic backdrop, and points to reasons why the 2nd half of the year could see a turnaround for China.
Read time - 4 min.
08.07.2022
Notes from the Investment Floor: The world of environmental solutions
Notes from the Investment Floor: The world of environmental solutions
Noelle Guo explains the opportunities available to investors in environmental solutions, such as tackling climate change and the need for natural capital restoration.
Read time - 4 min.
23.06.2022
Notes from the Investment Floor: Opportunities for quality growth
Notes from the Investment Floor: Opportunities for quality growth
Mark Heslop explains why pricing power is important when identifying companies that can survive periods of market volatility.
Read time - 4 min.
17.06.2022
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