Investing in an age of data overload
Amadeo Alentorn, lead investment manager, systematic equities, discusses how to make investment decisions in a world increasingly driven by large amounts of data.
Merlin Weekly Macro: A threat to the rules-based order
The Jupiter Merlin team assess the existential threats faced by Ukraine and Israel, and the challenges posed by nations who wilfully defy the rules-based order.
Global government bonds: opportunities & diversification in emerging markets
Vikram Aggarwal on the outlook for sovereign bonds as inflation eases, the growth of emerging market local-currency bonds and current idiosyncratic opportunities.
Merlin Weekly Macro: Interpreting the Fed’s policy signals
The Jupiter Merlin team attempt to decipher the Federal Reserve’s recent comments, which reveal much about the quandary in which the US finds itself.
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.
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.
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.
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.
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’?
Asia Pacific equities: Enablers of the AI revolution
Jason Pidcock and Sam Konrad discuss the AI theme in the Asia Pacific (ex Japan) region and highlight where they’re finding some of the most attractive tech opportunities.