Notes from the Investment Floor: Don’t believe in immaculate tightening
Harry Richards discusses the likelihood of recession, and whether its credible that monetary policy could tighten so much without negative ramifications for the economy.
Notes from the Investment Floor: Sluggish UK growth, but reasons for cautious optimism
Richard Buxton discusses the outlook for the UK economy, and explains that while growth is likely to be flat, there are some positives coming through.
Macro monitor: Is the bond rally overdone?
Mark Nash analyses the global growth and inflation environment and what the evolving scenario means for the fixed income markets.
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Notes from the Investment Floor: Don’t believe in immaculate tightening
Notes from the Investment Floor: Don’t believe in immaculate tightening
Harry Richards discusses the likelihood of recession, and whether its credible that monetary policy could tighten so much without negative ramifications for the economy.
Read time - 4 min.
02.02.2023
Notes from the Investment Floor: Sluggish UK growth, but reasons for cautious optimism
Notes from the Investment Floor: Sluggish UK growth, but reasons for cautious optimism
Richard Buxton discusses the outlook for the UK economy, and explains that while growth is likely to be flat, there are some positives coming through.
Read time - 4 min.
01.02.2023
Macro monitor: Is the bond rally overdone?
Macro monitor: Is the bond rally overdone?
Mark Nash analyses the global growth and inflation environment and what the evolving scenario means for the fixed income markets.
Read time - 7 min.
01.02.2023
China reopening - why this could be positive for Europe
China reopening - why this could be positive for Europe
Caroline Cantor, Mark Heslop and Mark Nichols look at potential opportunities for European luxury and consumer goods companies from China’s lifting of Covid restrictions.
Read time - 4 min.
01.02.2023
Notes from the Investment Floor: The rise of India’s domestic investor
Notes from the Investment Floor: The rise of India’s domestic investor
Avinash Vazirani discusses the role that domestic investors play in the Indian stock market, and looks at some of the tailwinds helping drive India’s economic growth.
Read time - 4 min.
30.01.2023
Jupiter Merlin Webcast: Is the worst of inflation over?
Jupiter Merlin Webcast: Is the worst of inflation over?
In this webcast, the Jupiter Merlin team will assess the investment landscape as we end 2022 with central banks suggesting they will slow the pace of interest rate rises. Inflation was the dominant economic factor of 2022 … but will it subside in 2023?
25.01.2023
Webcast: why an alternative approach to global equities makes sense in 2023
Webcast: why an alternative approach to global equities makes sense in 2023
Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, and John Morrison, Director – London, UK, answer audience questions on the Jupiter Merian Global Equity Absolute Return (GEAR) Fund.
24.01.2023
A change in fortune for bond markets?
A change in fortune for bond markets?
Optimism around fixed income was rare in 2022, but there are reasons to believe 2023 may see a change in fortune for bond markets, say Ariel Bezalel and Harry Richards.
Read time - 5 min.
23.01.2023
Reasons to be positive about emerging markets debt
Reasons to be positive about emerging markets debt
Alejandro Arevalo and Reza Karim explain why they believe emerging markets debt is poised to benefit from China’s reopening and improving fundamentals.
Read time - 5 min.
20.01.2023
Jupiter Merlin Weekly: Britishvolt is a failure of leadership on all levels
Jupiter Merlin Weekly: Britishvolt is a failure of leadership on all levels
The Jupiter Merlin team looks at the malaise behind the UK’s first foray into new battery technology and why it is important not to lose heart about investing in the UK.
Read time - 16 min.
20.01.2023
Notes from the Investment Floor: A premium on sustainable assets?
Notes from the Investment Floor: A premium on sustainable assets?
Rhys Petheram, Investment Manager, Environmental Solutions, discusses trends around the pricing of green assets.
Read time - 3 min.
20.01.2023
Notes from the Investment Floor: 3 key topics for investors in Japan
Notes from the Investment Floor: 3 key topics for investors in Japan
Dan Carter discusses three of the key factors for investors in Japan to be thinking about now, especially in light of the Bank of Japan’s surprising policy moves.
Read time - 4 min.
20.01.2023
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