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.
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.
Jupiter Merlin Weekly: Britishvolt is a failure of leadership on all levels
The Jupiter Merlin team looks at the malaise behind the UK’s first foray into new battery technology and why it is important not to lose heart about investing in the UK.
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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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
Jupiter Merlin Weekly: Britishvolt is a failure of leadership on all levels
Jupiter Merlin Weekly: Britishvolt is a failure of leadership on all levels
The Jupiter Merlin team looks at the malaise behind the UK’s first foray into new battery technology and why it is important not to lose heart about investing in the UK.
Read time - 16 min.
20.01.2023
Jupiter Value Equities Team: 2022 Stewardship Report - UK Value
Jupiter Value Equities Team: 2022 Stewardship Report - UK Value
The Value Equities team provide an insight into the companies they have engaged with in 2022 as part of their annual stewardship report.
Read time - 8 min.
17.01.2023
Jupiter Value Equities Team: 2022 Stewardship Report - Global Value
Jupiter Value Equities Team: 2022 Stewardship Report - Global Value
In their second annual stewardship report, the Global Value Equities team provide an insight into how they have engaged with the companies in which they invest.
Read time - 8 min.
17.01.2023
Jupiter Merlin Weekly: Warm weather confounds Putin’s plans
Jupiter Merlin Weekly: Warm weather confounds Putin’s plans
The Jupiter Merlin team discuss energy markets, as warm weather in Europe takes pressure off demand, but consumers and business alike continue to feel the pinch.
Read time - 12 min.
05.01.2023
Jupiter Merlin Weekly: Playing monetary policy Whack-a-Mole
Jupiter Merlin Weekly: Playing monetary policy Whack-a-Mole
The Jupiter Merlin team discuss the continuing efforts of central banks to play monetary policy Whack-a-Mole, as this time it’s Japan’s turn to shock markets.
Read time - 7 min.
23.12.2022
Jupiter Merlin Weekly: The bluffing game goes on
Jupiter Merlin Weekly: The bluffing game goes on
The Jupiter Merlin team discuss the continue game of bluff between the bond markets and the principal central banks.
Read time - 11 min.
16.12.2022
Jupiter Merlin Weekly: Autocrats and dictators under pressure
Jupiter Merlin Weekly: Autocrats and dictators under pressure
The Jupiter Merlin team discuss the various pressures on the autocratic rulers of China, Iran and Russia, and wonder whether markets are too sanguine about macro risks.
Read time - 14 min.
13.12.2022
Jupiter Merlin Weekly: Energy is a complex and fickle master
Jupiter Merlin Weekly: Energy is a complex and fickle master
The Jupiter Merlin team examine how the complex geopolitics behind international energy supplies could impact the path of inflation.
Read time - 12 min.
02.12.2022
Outlook 2023: Shunning predictions to focus on sustainable trends
Outlook 2023: Shunning predictions to focus on sustainable trends
The team at NZS Capital explain why they don’t make macro forecasts or try to predict when market focus will shift, but instead look for sustainable investable trends.
Read time - 5 min.
30.11.2022
Outlook 2023: Recession, but that needn’t be bad for bonds
Outlook 2023: Recession, but that needn’t be bad for bonds
Adam Darling looks ahead to the prospect of bad economic news in 2023, but explains why he hasn’t been this optimistic about bond markets for years.
Read time - 5 min.
30.11.2022
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