Merlin Weekly Macro: Europe disunited by political crises
The Jupiter Merlin team discuss a recent spate of elections and political crises in Europe as the EU’s unity continues to come apart at the seams.
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?
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Merlin Weekly Macro: Europe disunited by political crises
Merlin Weekly Macro: Europe disunited by political crises
The Jupiter Merlin team discuss a recent spate of elections and political crises in Europe as the EU’s unity continues to come apart at the seams.
Read time - 12 min.
08.12.2023
Outlook 2024: investing sustainably for the decades ahead
Outlook 2024: investing sustainably for the decades ahead
The Jupiter Global Sustainable Equities investment team reflect on the catalysts driving companies toward a more sustainable world.
Read time - 6 min.
07.12.2023
Outlook 2024: Three ideas for fixed income investors
Outlook 2024: Three ideas for fixed income investors
Matt Morgan says after a difficult period in fixed income markets, the macro environment has changed, and it’s time for investors to get off the sidelines. He offers three ideas.
Read time - 6 min.
04.12.2023
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
Outlook 2024: Staying active and engaged in equities
Outlook 2024: Staying active and engaged in equities
Kiran Nandra says higher rates and inflation have changed the economic environment but there are plenty of reasons to be upbeat about equity investing and active fund management.
Read time - 6 min.
30.11.2023
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
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