Merlin Weekly Macro: Mind the (productivity) gap
The Jupiter Merlin team discuss a recent report on the UK’s productivity. Does the UK public sector have a productivity problem, and what can be done about it?
Webcast: A system perpetually in crisis mode
The US government lurches from one ‘debt ceiling’ deadline to the next, while the eurozone once again grapples with spiralling Italian bond yields. Where can investors seek attractive opportunities in a world that seems to be perpetually in crisis mode?
Cash is king, but for how long?
Valerio Angioni analyses the merits of switching to bonds from cash as we approach the peak of the current rate hiking cycle.
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Merlin Weekly Macro: Mind the (productivity) gap
Merlin Weekly Macro: Mind the (productivity) gap
The Jupiter Merlin team discuss a recent report on the UK’s productivity. Does the UK public sector have a productivity problem, and what can be done about it?
Read time - 12 min.
01.12.2023
Webcast: A system perpetually in crisis mode
Webcast: A system perpetually in crisis mode
The US government lurches from one ‘debt ceiling’ deadline to the next, while the eurozone once again grapples with spiralling Italian bond yields. Where can investors seek attractive opportunities in a world that seems to be perpetually in crisis mode?
29.11.2023
Cash is king, but for how long?
Cash is king, but for how long?
Valerio Angioni analyses the merits of switching to bonds from cash as we approach the peak of the current rate hiking cycle.
Read time - 7 min.
27.11.2023
Merlin Weekly Macro: Hunt’s electioneering Autumn Statement
Merlin Weekly Macro: Hunt’s electioneering Autumn Statement
The Jupiter Merlin team discuss the Autumn Statement, which helps position the Tories for the next election. But are Sunak and Hunt ducking the big issues?
Read time - 12 min.
24.11.2023
Merlin Weekly Macro: Are markets too obsessed with inflation?
Merlin Weekly Macro: Are markets too obsessed with inflation?
The Jupiter Merlin team discuss whether markets, in their obsession with tracking inflation trends, are not paying enough attention to key structural issues.
Read time - 7 min.
17.11.2023
Webcast: Gearing up for a recessionary world
Webcast: Gearing up for a recessionary world
Listen to the latest webcast from Ariel Bezalel and Harry Richards, who examine the prospects for fixed income amid a potential sharp downturn in growth.
16.11.2023
Webcast: Why the time is ripe for Emerging Markets
Webcast: Why the time is ripe for Emerging Markets
Nick Payne, fund manager of our Global Emerging Markets Focus strategy will delve into opportunities in emerging markets and our fund capabilities within the asset class.
15.11.2023
Shariah investing: The importance of Tayyib
Shariah investing: The importance of Tayyib
Salman Siddiqui discusses the idea of introducing Tayyib considerations into investment decisions in this joint paper with the Global Ethical Finance Initiative (GEFI) and the Islamic Finance Council UK (UKIFC).
14.11.2023
Japanese Equities: Is a Growth vs Value shift coming?
Japanese Equities: Is a Growth vs Value shift coming?
Dan Carter and Mitesh Patel describe the ‘growth vs value’ situation in Japanese equities, and ask whether a shift in momentum is around the corner.
Read time - 3 min.
14.11.2023
Jupiter Merlin Weekly: Monetary policy - Playing ‘guess the interest rate’
Jupiter Merlin Weekly: Monetary policy - Playing ‘guess the interest rate’
The Jupiter Merlin team discuss the policy guidance of major central banks, as it appears that interest rates have probably – but not definitely – peaked.
Read time - 12 min.
10.11.2023
Webcast: Seeking equity income in Asia and Japan
Webcast: Seeking equity income in Asia and Japan
Where can equity income investors find the most attractive combination of income and growth in a world of higher inflation and higher interest rates?
09.11.2023
Webcast: Asia is a rich hunting ground for income
Webcast: Asia is a rich hunting ground for income
The Asia Pacific region is home to high-quality developed markets and dynamic emerging markets. The result is a rich and diverse hunting ground for both income and growth investment opportunities – but where can they be found, and what areas are best avoided?
07.11.2023
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