What’s in store as the rate cycle turns?
Ariel Bezalel and Harry Richards assess the factors that helped tame inflation and analyse the prospects for the global economy in the months ahead.
Merlin Weekly Macro: Should you be worried about German politics?
The Jupiter Merlin team discuss seismic election results in Germany, as parties on the extreme ends of left and right have big success in state elections.
Bonds: Is the inflation genie back in the bottle?
Mark Nash, Huw Davies and James Novotny expect continued fiscal spending to underpin inflation in the months ahead, which will keep central banks on their toes.
Seeking a safe port in a storm
Recent volatility should remind us of the importance of seeking shelter from market storms, says Amadeo Alentorn, lead investment manager, Jupiter systematic equities.
Singapore: The best of both worlds
Investment managers Jason Pidcock and Sam Konrad explain why they like Singapore, as it offers emerging market exposure with developed market quality and governance.
Asia Pacific equities: A “quality income” approach
Investment managers Jason Pidcock and Sam Konrad explain their quality income style and discuss the company characteristics they look for.
Merlin Weekly Macro: Can price controls ever work?
The Jupiter Merlin team discuss the trend towards more state intervention in pricing. Can price controls ever work, and what are the side effects?
What’s next for European bank credit?
Luca Evangelisti and Paridhi Garg analyse the prospects for European bank debt as the region’s economy cools and rate cuts loom.
Merlin Weekly Macro: How clean can electricity become?
The Jupiter Merlin team look at the government’s infrastructure and clean energy plans, including carbon-zero electricity production, and where the challenges may be.
Jupiter Japan Income – a core approach to Japanese equities
Dan Carter and Mitesh Patel examine the recent performance trends in Japanese equities, how it effects their strategy, and what the future may hold.