Jupiter Merlin Weekly: Energy is a complex and fickle master
The Jupiter Merlin team examine how the complex geopolitics behind international energy supplies could impact the path of inflation.
Notes from the Investment Floor: The anatomy of a small cap rally
Dan Nickols and Phil Macartney discuss what has characterised the market rally over the last several weeks and how small caps in the UK and Europe have been impacted.
Outlook 2023: European banks deserve some credit
Luca Evangelisti says that European banks are much better prepared to navigate a slowing economy, and this adds to the “through the cycle” risk-adjusted appeal of CoCos.
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Jupiter Merlin Weekly: Energy is a complex and fickle master
Jupiter Merlin Weekly: Energy is a complex and fickle master
The Jupiter Merlin team examine how the complex geopolitics behind international energy supplies could impact the path of inflation.
Read time - 12 min.
02.12.2022
Notes from the Investment Floor: The anatomy of a small cap rally
Notes from the Investment Floor: The anatomy of a small cap rally
Dan Nickols and Phil Macartney discuss what has characterised the market rally over the last several weeks and how small caps in the UK and Europe have been impacted.
Read time - 5 min.
02.12.2022
Outlook 2023: European banks deserve some credit
Outlook 2023: European banks deserve some credit
Luca Evangelisti says that European banks are much better prepared to navigate a slowing economy, and this adds to the “through the cycle” risk-adjusted appeal of CoCos.
Read time - 7 min.
30.11.2022
Outlook 2023: Shunning predictions to focus on sustainable trends
Outlook 2023: Shunning predictions to focus on sustainable trends
The team at NZS Capital explain why they don’t make macro forecasts or try to predict when market focus will shift, but instead look for sustainable investable trends.
Read time - 5 min.
30.11.2022
Outlook 2023: Recession, but that needn’t be bad for bonds
Outlook 2023: Recession, but that needn’t be bad for bonds
Adam Darling looks ahead to the prospect of bad economic news in 2023, but explains why he hasn’t been this optimistic about bond markets for years.
Read time - 5 min.
30.11.2022
Global extreme poverty: shocks and setbacks
Global extreme poverty: shocks and setbacks
In an article that appeared first on the ESG Clarity website, Abbie Llewellyn-Waters reflects on extreme poverty and on progress towards its eradication.
Read time - 5 min.
30.11.2022
Jupiter Merlin Webcast: Can economic growth wait for another day?
Jupiter Merlin Webcast: Can economic growth wait for another day?
The Jupiter Merlin team discuss mixed messages from policymakers, as Bank of England warns about the recession but keeps raising rates anyway.
30.11.2022
In a challenging year, has sustainability been deprioritised?
In a challenging year, has sustainability been deprioritised?
In this video, Amanda Sillars and Jon Wallace discuss the future of sustainability and ESG from the perspective of investors.
30.11.2022
Outlook 2023: Is the time ripe for emerging markets?
Outlook 2023: Is the time ripe for emerging markets?
Nick Payne explains why he believes emerging markets are poised for a recovery after a challenging year.
Read time - 6 min.
30.11.2022
Outlook 2023: Europe, is It dawn yet?
Outlook 2023: Europe, is It dawn yet?
Mark Nichols and Mark Heslop discuss why they are staying positive, and the subtle difference between investing in European companies and investing in Europe.
Read time - 5 min.
30.11.2022
Outlook 2023: Hard yards ahead for UK economy
Outlook 2023: Hard yards ahead for UK economy
After a volatile year for UK investors, Richard Buxton examines the headwinds facing the UK economy and explains why there are reasons to be optimistic despite the challenges ahead.
Read time - 5 min.
30.11.2022
Outlook 2023: Bonds are back
Outlook 2023: Bonds are back
Ariel Bezalel and Harry Richards assess the prospects for fixed income as inflation fades and growth concerns emerge.
Read time - 7 min.
30.11.2022
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