Webcast: The death of the inflation cycle may be exaggerated
With labour markets in many parts of the world remaining tight, talk of disinflation could be premature. In this webcast Mark Nash, Huw Davies and James Novotny discuss the macro backdrop and the outlook for fixed income.
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.
Bonds: A story of twists and turns
Mark Nash, Huw Davies and James Novotny believe the turbulence faced by banks may spur central banks to reverse their restrictive monetary policy stance.
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Webcast: The death of the inflation cycle may be exaggerated
Webcast: The death of the inflation cycle may be exaggerated
With labour markets in many parts of the world remaining tight, talk of disinflation could be premature. In this webcast Mark Nash, Huw Davies and James Novotny discuss the macro backdrop and the outlook for fixed income.
24.03.2023
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
Bonds: A story of twists and turns
Bonds: A story of twists and turns
Mark Nash, Huw Davies and James Novotny believe the turbulence faced by banks may spur central banks to reverse their restrictive monetary policy stance.
Read time - 7 min.
22.03.2023
What Credit Suisse may mean for contingent capital and European banks
What Credit Suisse may mean for contingent capital and European banks
Luca Evangelisti and Paridhi Garg discuss the potential impact of the Credit Suisse sale on European banks, contingent capital and financials investing.
Read time - 8 min.
21.03.2023
Is this banking crisis the same old story?
Is this banking crisis the same old story?
Since the Global Financial Crisis, regulators and policy makers have worked to avoid a repeat. Yet banks are in trouble again. Is this the same old story?
Read time - 5 min.
20.03.2023
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
Reflecting on reflections from Japan
Reflecting on reflections from Japan
Dan Carter considers the challenges Japanese equites face and outlines the approach he has taken to overcoming these as an investor in the asset class.
Read time - 6 min.
16.03.2023
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
Why should companies care about diversity…and why we do
Why should companies care about diversity…and why we do
Anna Karim underscores the importance of diversity within the workforce and examines the various positive effects a diverse workforce creates for companies and their shareholders.
Read time - 7 min.
13.03.2023
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
Driving change through engagement in UK small and mid-caps
Driving change through engagement in UK small and mid-caps
Andrew Mortimer, ESG investment director for UK small and mid-cap equities, discusses the team’s approach to responsible investing and recent examples of stewardship activity.
Read time - 19 min.
10.03.2023
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