Are positive rates good news for Japanese equities?
Dan Carter and Mitesh Patel assess the Bank of Japan’s decision to hike interest rates. Why was the reaction so muted, and is it good or bad news for investors?
Merlin Weekly Macro: US inflation moves stubbornly sideways
The Jupiter Merlin team assess the likelihood of the Federal Reserve cutting interest rates this year given that economic data continues to raise eyebrows.
Remoteness: Accessing the best of emerging markets
Jason Pidcock and Sam Konrad discuss the theme of “remoteness” and highlight where they’re finding the most attractive emerging market opportunities in Asia Pacific.
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