Merlin Weekly Macro: US inflation moves stubbornly sideways
The Jupiter Merlin team assess the likelihood of the Federal Reserve cutting interest rates this year given that economic data continues to raise eyebrows.
Remoteness: Accessing the best of emerging markets
Jason Pidcock and Sam Konrad discuss the theme of “remoteness” and highlight where they’re finding the most attractive emerging market opportunities in Asia Pacific.
Amadeo Alentorn, lead investment manager, systematic equities, discusses how to make investment decisions in a world increasingly driven by large amounts of data.
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