Carbone Sans Frontières: action on carbon leakage
In an article that first appeared on ESG Clarity, Abbie Llewellyn-Waters and Freddie Woolfe discuss the importance of internalising decarbonisation into stock analysis.
Jupiter Merlin Weekly: The central bank policy porridge
The Jupiter Merlin team discuss the attempts of central banks to navigate between recession and inflation, with mixed results that risk being either too hot or too cold.
Sleepwalking into an energy crisis
Richard Buxton argues that energy security means more natural gas, being honest about the clean energy transition and preparing for years of high energy prices.
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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Carbone Sans Frontières: action on carbon leakage
Carbone Sans Frontières: action on carbon leakage
In an article that first appeared on ESG Clarity, Abbie Llewellyn-Waters and Freddie Woolfe discuss the importance of internalising decarbonisation into stock analysis.
Read time - 7 min.
16.05.2022
Jupiter Merlin Weekly: The central bank policy porridge
Jupiter Merlin Weekly: The central bank policy porridge
The Jupiter Merlin team discuss the attempts of central banks to navigate between recession and inflation, with mixed results that risk being either too hot or too cold.
Read time - 10 min.
13.05.2022
Sleepwalking into an energy crisis
Sleepwalking into an energy crisis
Richard Buxton argues that energy security means more natural gas, being honest about the clean energy transition and preparing for years of high energy prices.
Read time - 6 min.
12.05.2022
Notes from the Investment Floor: Consumers chill on Netflix
Notes from the Investment Floor: Consumers chill on Netflix
As consumers tighten their belts with lower discretionary spending, Adam Darling discusses the impact on credit markets of a higher inflation, lower growth environment.
Read time - 6 min.
05.05.2022
Jupiter Merlin: Is war accelerating the next ESG evolution?
Jupiter Merlin: Is war accelerating the next ESG evolution?
Amanda Sillars discusses the impact of the war in Ukraine on ESG investment strategies, and asks how aware investors who embrace exclusions are of the downsides.
Read time - 5 min.
05.05.2022
Investing in solutions to climate change
Investing in solutions to climate change
In this video, Jon Wallace and Noelle Guo talk about environmental challenges, energy and agriculture.
Read time - 8 min.
05.05.2022
Notes from the Investment Floor: Quality can thrive through volatility
Notes from the Investment Floor: Quality can thrive through volatility
Nick Payne examines how recent macroeconomic events have produced headwinds for emerging market investors.
Read time - 5 min.
28.04.2022
Taking account of people, planet and profit
Taking account of people, planet and profit
Sandra Carlisle, Jupiter’s Head of Sustainability discusses her new role, bad capitalism and how investors are evolving to address climate change.
Read time - 4 min.
25.04.2022
Energy shock: looking at both sides of the coin
Energy shock: looking at both sides of the coin
Jon Wallace and Noelle Guo say the energy shock faced by consumers now is reminiscent of the 1970s, which may boost usage of existing energy efficient technologies and spawn new ones.
Read time - 8 min.
25.04.2022
Jupiter Merlin Weekly: Compound interest: Eighth Wonder of the World
Jupiter Merlin Weekly: Compound interest: Eighth Wonder of the World
The Jupiter Merlin team look at the wonders of compound interest, the real cost of commuting by rail and the risks associated with predicting inflation.
Read time - 10 min.
22.04.2022
Jupiter Merlin Weekly: Can the inflation genie go back in the lamp?
Jupiter Merlin Weekly: Can the inflation genie go back in the lamp?
The Jupiter Merlin team look at the variety of blunt instruments central banks have at their disposal to manage inflation, and signs of trouble in the US car market.
Read time - 8 min.
14.04.2022
Jupiter Merlin Weekly: The gaping breach in the sanctions wall
Jupiter Merlin Weekly: The gaping breach in the sanctions wall
The Jupiter Merlin team look at the dilemma NATO faces in responding to Russian aggression in Ukraine, and also discuss rapid moves in government bond yields.
Read time - 12 min.
08.04.2022
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