Jupiter Merlin Weekly: A public sector in need of reform
This Jupiter Merlin Weekly examines the state of the UK’s public sector. Is tax revenue used efficiently enough and are taxpayers getting value for money?
Notes from the Investment Floor: Where’s the recession?
Bond investors are waiting for interest rate cuts from developed market central banks that – so far at least – have not appeared. Vikram Aggarwal examines the issue.
China policy: here comes the stimulus, but will it be enough?
Our Emerging Market debt team discuss China, as hopes for a substantial rebound in its economic activity have faced a hard reality. What does this mean for EMD investors?
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Jupiter Merlin Weekly: A public sector in need of reform
Jupiter Merlin Weekly: A public sector in need of reform
This Jupiter Merlin Weekly examines the state of the UK’s public sector. Is tax revenue used efficiently enough and are taxpayers getting value for money?
Read time - 7 min.
29.09.2023
Notes from the Investment Floor: Where’s the recession?
Notes from the Investment Floor: Where’s the recession?
Bond investors are waiting for interest rate cuts from developed market central banks that – so far at least – have not appeared. Vikram Aggarwal examines the issue.
Read time - 5 min.
26.09.2023
China policy: here comes the stimulus, but will it be enough?
China policy: here comes the stimulus, but will it be enough?
Our Emerging Market debt team discuss China, as hopes for a substantial rebound in its economic activity have faced a hard reality. What does this mean for EMD investors?
Read time - 6 min.
26.09.2023
Notes from the Investment Floor: What’s driving India’s momentum?
Notes from the Investment Floor: What’s driving India’s momentum?
Avinash Vazirani examines the momentum behind the equity market and, while warning that investors must keep their heads, explains why he’s bullish about India’s future.
Read time - 7 min.
22.09.2023
Jupiter Merlin Weekly: Is The City backing Labour?
Jupiter Merlin Weekly: Is The City backing Labour?
The Jupiter Merlin team look at the early moves in the 2024 UK general election race, as Labour’s economic credentials may encounter a dose of fiscal reality.
Read time - 12 min.
22.09.2023
What central banks are saying about gold
What central banks are saying about gold
Ned Naylor-Leyland says investors should pay attention to the views of central bankers on gold, especially since the yellow metal is nearing an inflection point.
Read time - 4 min.
19.09.2023
Inflation in Japan: threat or opportunity?
Inflation in Japan: threat or opportunity?
Dan Carter and Mitesh Patel examine a surprising move from the Bank of Japan – was it a mistake, and what consequences might it have for the Japanese equity market?
Read time - 3 min.
19.09.2023
Jupiter Merlin Weekly: What to make of contradictory data?
Jupiter Merlin Weekly: What to make of contradictory data?
The Jupiter Merlin team discuss seemingly contradictory economic data as central banks are finding that the path to containing inflation is strewn with … difficulties.
Read time - 7 min.
15.09.2023
Jupiter Merlin Weekly: Central bankers go fishing
Jupiter Merlin Weekly: Central bankers go fishing
The Jupiter Merlin team take a look at the latest Jackson Hole symposium, where the world’s leading central bankers met to discuss policy.
Read time - 12 min.
08.09.2023
Jupiter Merlin Weekly: Gilt yields and a deeper malaise
Jupiter Merlin Weekly: Gilt yields and a deeper malaise
The Jupiter Merlin team consider the rich yields available in the gilt market and why improving an ailing NHS should be made a national priority.
Read time - 12 min.
18.08.2023
Contingent Capital 2023 Mid-Year Outlook: Down but not out
Contingent Capital 2023 Mid-Year Outlook: Down but not out
Luca Evangelisti shares his views on the fallout from the collapse of the 3 US Regional Banks and Credit Suisse and identifies the opportunities he sees within the asset class.
Read time - 5 min.
15.08.2023
Jupiter Merlin Weekly: Biden turns the screw on China
Jupiter Merlin Weekly: Biden turns the screw on China
The Jupiter Merlin team discuss the state of China’s economy. China’s confidence abroad contrasts with its struggles at home, as growth falters and deflation arrives.
Read time - 12 min.
11.08.2023
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