Webcast: Easing into 2024?
Rate cuts this year? Inflation under control? Mark Nash, Huw Davies and James Novotny discuss the macro in this webcast.
Jupiter Merlin Webcast: Is inflation getting back in sync?
Jupiter Merlin Webcast: As inflation rates in most major economies start to converge, will central banks release their grip on interest rates?
The end of negative rates – what next for Japan?
As the Bank of Japan nudges closer to ending its negative interest rate policy, investors are poised for new data that tips the BoJ over the edge. Is inflation a threat or an opportunity in Japan, and how might the equity market react if the interest rates picture were to change?
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Webcast: Easing into 2024?
Webcast: Easing into 2024?
Rate cuts this year? Inflation under control? Mark Nash, Huw Davies and James Novotny discuss the macro in this webcast.
28.03.2024
Jupiter Merlin Webcast: Is inflation getting back in sync?
Jupiter Merlin Webcast: Is inflation getting back in sync?
Jupiter Merlin Webcast: As inflation rates in most major economies start to converge, will central banks release their grip on interest rates?
27.03.2024
The end of negative rates – what next for Japan?
The end of negative rates – what next for Japan?
As the Bank of Japan nudges closer to ending its negative interest rate policy, investors are poised for new data that tips the BoJ over the edge. Is inflation a threat or an opportunity in Japan, and how might the equity market react if the interest rates picture were to change?
27.03.2024
Merlin Weekly Macro: The rehabilitation of The Iron Lady
Merlin Weekly Macro: The rehabilitation of The Iron Lady
The Jupiter Merlin team discuss the rehabilitation of Margaret Thatcher’s political reputation, and ask whether Rachel Reeves’s economic plans are realistic.
Read time - 12 min.
22.03.2024
Australia: The world’s most attractive developed market?
Australia: The world’s most attractive developed market?
Jason Pidcock and Sam Konrad explain why they think Australia offers some of the best equity income opportunities in the Asia Pacific region, and arguably, the world.
Read time - 5 min.
20.03.2024
Jupiter Value Equities Team: 2023 Stewardship Report - Global Value
Jupiter Value Equities Team: 2023 Stewardship Report - Global Value
In their annual stewardship report, the Value Equities team provide an insight into how they have engaged with the companies in which they invest.
Read time - 8 min.
20.03.2024
Jupiter Value Equities Team: 2023 Stewardship Report - UK Value
Jupiter Value Equities Team: 2023 Stewardship Report - UK Value
The Value Equities team provide an insight into the companies they have engaged with in 2023 as part of their annual stewardship report.
Read time - 8 min.
20.03.2024
Merlin Weekly Macro: Old challenges for any new government
Merlin Weekly Macro: Old challenges for any new government
The Jupiter Merlin team discuss how Starmer’s Labour might govern the UK differently, and ask whether they would have any more success at ‘getting things done’?
Read time - 12 min.
19.03.2024
War and Peace? The Preoccupations of an Unstable World (contains audio)
War and Peace? The Preoccupations of an Unstable World (contains audio)
Alastair Irvine's latest geopolitics review takes stock of a world at its most dangerous for at least four decades and assesses the investment implications.
Read time - 60 min.
13.03.2024
Jupiter Merlin Weekly: Hunt’s budget pleases hardly anyone
Jupiter Merlin Weekly: Hunt’s budget pleases hardly anyone
The Jupiter Merlin team discuss the Chancellor’s election-year budget and unimaginative fiscal policy and what a Labour administration may mean for government finances.
Read time - 12 min.
12.03.2024
Merlin Weekly Macro: Politics must confront some difficult issues
Merlin Weekly Macro: Politics must confront some difficult issues
The Jupiter Merlin team discuss the tense backdrop for 2024 elections, as politicians must confront divisive issues that often deeply split their electorates.
Read time - 12 min.
01.03.2024
India: All eyes on Modi’s prospects amid growth optimism
India: All eyes on Modi’s prospects amid growth optimism
Avinash Vazirani and Colin Croft say investors will focus on the outcome of the upcoming national election and what that could mean for government policies amid growth optimism.
Read time - 7 min.
01.03.2024
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