Merlin Weekly Macro: The countdown to 5th November
The Jupiter Merlin team discuss the US economy’s stubbornly high growth, what that might mean for November’s Presidential election.
European equities spotlight: Carel
Jupiter’s European equities team discusses the quality growth characteristics of the Italian manufacturer Carel, one of the holdings in the team’s smaller companies strategy.
Merlin Weekly Macro: Thinking great thoughts in Davos
The Jupiter Merlin team look at the state of global monetary policy, as ‘the great and the good’ convene once again at Davos to put the world to rights.
Merlin Weekly Macro: A death and a birthday in the EU family
The Jupiter Merlin team examine the state of the EU as Jacques Delors, an advocate of full political and fiscal integration, passes away at the age of 98.
Merlin Weekly Macro: Who would be a central banker?
The Jupiter Merlin team take stock of how markets stand in early 2024, with and Federal Reserve’s obfuscating rhetoric as it comes under pressure from all sides.
Outlook 2024: Rampant debt and a rancorous election
The Jupiter Merlin team discuss their 2024 outlook, when central banks may battle with markets over policy. Meanwhile, an extraordinary US election approaches.
Outlook 2024: Japan’s radical restructuring
Dan Carter looks ahead to what 2024 may bring for investors in Japan, including continuing corporate reform and potentially a new Prime Minister.
Merlin Weekly Macro: Ukraine boredom is what Putin wants
The Jupiter Merlin team discuss how Putin is finally getting his wish, as the US appears to be losing its appetite for financially backing Ukraine.
Outlook 2024: Are bond markets heading for a maturity wall?
Hilary Blandy looks ahead to 2024, asking what makes the UK different on inflation and whether high yield bonds might crash into a ‘maturity wall’.
Outlook 2024: India’s booming as voters back pro-growth Modi
Avinash Vazirani expects India’s economy to build on its strengths in 2024, which should bode well for investors. Will Modi secure a third term as Prime Minister?