Jupiter Merlin Weekly: Geopolitics matter!
The Jupiter Merlin team discuss the delicate geopolitical backdrop, as the machinations of President Putin present a troubling dilemma for the West.
ESG math isn’t so straightforward as it seems
The true environmental impact of an industry such as semiconductors is a complex calculation, says NZS Capital co-founder Brad Slingerlend.
Jupiter Merlin webcast: The transformative effect of net zero
COP26 produced, depending on who you ask, either nothing of consequence or a paradigm shift in how (and in whose interests) companies and economies are run. Whether climate disaster is averted or not, what is certain is that the future is full of unknowns.
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Jupiter Merlin Weekly: Geopolitics matter!
Jupiter Merlin Weekly: Geopolitics matter!
The Jupiter Merlin team discuss the delicate geopolitical backdrop, as the machinations of President Putin present a troubling dilemma for the West.
Read time - 12 min.
06.12.2021
ESG math isn’t so straightforward as it seems
ESG math isn’t so straightforward as it seems
The true environmental impact of an industry such as semiconductors is a complex calculation, says NZS Capital co-founder Brad Slingerlend.
Read time - 5 min.
01.12.2021
Jupiter Merlin webcast: The transformative effect of net zero
Jupiter Merlin webcast: The transformative effect of net zero
COP26 produced, depending on who you ask, either nothing of consequence or a paradigm shift in how (and in whose interests) companies and economies are run. Whether climate disaster is averted or not, what is certain is that the future is full of unknowns.
01.12.2021
Are you wrong about Japan?
Are you wrong about Japan?
Dan Carter and Mitesh Patel tackle some of the misconceptions about Japan, and look factors such as low carbon technology and inflation.
Read time - 6 min.
01.12.2021
Asia Pacific for income & growth – but be selective
Asia Pacific for income & growth – but be selective
Asia Pacific continues to provide plenty of attractive growth and income opportunities. But an active approach is key, says Jason Pidcock, Head of Strategy, Asian Income.
Read time - 5 min.
01.12.2021
Why 2022 could be a good year for Chinese equities
Why 2022 could be a good year for Chinese equities
2021 was a difficult year for Chinese equities, but Vincent Che, Fund Manager, Ping An Asset Management, and Oliver Lee, Investment Director, explain why the backdrop is improving.
Read time - 6 min.
01.12.2021
CoCos remain an oasis in the yield desert
CoCos remain an oasis in the yield desert
Luca Evangelisti discusses inflation, risk and the outlook for contingent capital, or CoCos, a type of fixed-interest bond issued by banks and financial institutions.
Read time - 5 min.
01.12.2021
Tightening into a slowdown: central banks risk policy mistake
Tightening into a slowdown: central banks risk policy mistake
Higher inflation is putting pressure on central banks to raise interest rates earlier than expected say Ariel Bezalel, Head of Strategy, Fixed Income and Harry Richards, Fund Manager, Fixed Income.
Read time - 6 min.
01.12.2021
US may set the tone for 2022, but solutions set the pace
US may set the tone for 2022, but solutions set the pace
Rhys Petheram, Head of Environmental solutions and Jon Wallace, Fund Manager, Environmental Solutions explain why the outlook for environmental investing is dependent on the US, and uncover six key themes set to define 2022.
Read time - 6 min.
01.12.2021
A post-pandemic world would mark a new era
A post-pandemic world would mark a new era
There will be no return to normal, say the team at NZS Capital. Instead they see a continuation of the digitisation trend in which the winners exhibit “non-zero-sumness”.
Read time - 4 min.
01.12.2021
Have we reached peak bearishness on Emerging Market Debt?
Have we reached peak bearishness on Emerging Market Debt?
Alejandro Arevalo and Jupiter’s Emerging Markets Debt team argue that the asset class may offer plenty of opportunities in 2022 as its valuations are relatively very cheap.
Read time - 4 min.
01.12.2021
Emerging markets in 2022: headwinds to become tailwinds
Emerging markets in 2022: headwinds to become tailwinds
Nick Payne, Head of Strategy, global emerging markets focus, explains why 2022 could be a strong year for emerging countries after their vaccination programmes catch up.
Read time - 5 min.
01.12.2021
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