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.
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What’s in store as the rate cycle turns?
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.
Read time - 5 min.
10.09.2024
Merlin Weekly Macro: Should you be worried about German politics?
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.
Read time - 15 min.
06.09.2024
Bonds: Is the inflation genie back in the bottle?
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.
Read time - 5 min.
04.09.2024
Seeking a safe port in a storm
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.
Read time - 3 min.
04.09.2024
Singapore: The best of both worlds
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.
Read time - 5 min.
03.09.2024
Asia Pacific equities: A “quality income” approach
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.
Read time - 4 min.
02.09.2024
Merlin Weekly Macro: Can price controls ever work?
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?
Read time - 15 min.
30.08.2024
RSMR: Jupiter Asian Income Fund
RSMR: Jupiter Asian Income Fund
Find out why Graham O’Neill, Senior Investment Consultant at RSMR rates the Jupiter Asian Income Fund. Watch this independently rated video.
16.08.2024
What’s next for European bank credit?
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.
Read time - 5 min.
12.08.2024
Merlin Weekly Macro: How clean can electricity become?
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.
Read time - 10 min.
09.08.2024
Jupiter Japan Income – a core approach to Japanese equities
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.
Read time - 6 min.
09.08.2024
Merlin Weekly Macro: Stock markets get the jitters
Merlin Weekly Macro: Stock markets get the jitters
The Jupiter Merlin team discuss the rapid movements in stock markets, in particular Japan, over the past several days. What does this mean for investors?
Read time - 10 min.
07.08.2024
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