Merlin Weekly Macro: Interpreting the Fed’s policy signals
The Jupiter Merlin team attempt to decipher the Federal Reserve’s recent comments, which reveal much about the quandary in which the US finds itself.
Webcast: Easing into 2024?
Rate cuts this year? Inflation under control? Mark Nash, Huw Davies and James Novotny discuss the macro in this webcast.
Jupiter Merlin Webcast: Is inflation getting back in sync?
Jupiter Merlin Webcast: As inflation rates in most major economies start to converge, will central banks release their grip on interest rates?
Filter content
Reset all
Topic
Asset class
Content type
Author
Merlin Weekly Macro: Interpreting the Fed’s policy signals
Merlin Weekly Macro: Interpreting the Fed’s policy signals
The Jupiter Merlin team attempt to decipher the Federal Reserve’s recent comments, which reveal much about the quandary in which the US finds itself.
Read time - 12 min.
28.03.2024
Webcast: Easing into 2024?
Webcast: Easing into 2024?
Rate cuts this year? Inflation under control? Mark Nash, Huw Davies and James Novotny discuss the macro in this webcast.
28.03.2024
Jupiter Merlin Webcast: Is inflation getting back in sync?
Jupiter Merlin Webcast: Is inflation getting back in sync?
Jupiter Merlin Webcast: As inflation rates in most major economies start to converge, will central banks release their grip on interest rates?
27.03.2024
The end of negative rates – what next for Japan?
The end of negative rates – what next for Japan?
As the Bank of Japan nudges closer to ending its negative interest rate policy, investors are poised for new data that tips the BoJ over the edge. Is inflation a threat or an opportunity in Japan, and how might the equity market react if the interest rates picture were to change?
27.03.2024
Merlin Weekly Macro: The rehabilitation of The Iron Lady
Merlin Weekly Macro: The rehabilitation of The Iron Lady
The Jupiter Merlin team discuss the rehabilitation of Margaret Thatcher’s political reputation, and ask whether Rachel Reeves’s economic plans are realistic.
Read time - 12 min.
22.03.2024
Australia: The world’s most attractive developed market?
Australia: The world’s most attractive developed market?
Jason Pidcock and Sam Konrad explain why they think Australia offers some of the best equity income opportunities in the Asia Pacific region, and arguably, the world.
Read time - 5 min.
20.03.2024
Jupiter Value Equities Team: 2023 Stewardship Report - Global Value
Jupiter Value Equities Team: 2023 Stewardship Report - Global Value
In their annual stewardship report, the Value Equities team provide an insight into how they have engaged with the companies in which they invest.
Read time - 8 min.
20.03.2024
Jupiter Value Equities Team: 2023 Stewardship Report - UK Value
Jupiter Value Equities Team: 2023 Stewardship Report - UK Value
The Value Equities team provide an insight into the companies they have engaged with in 2023 as part of their annual stewardship report.
Read time - 8 min.
20.03.2024
Merlin Weekly Macro: Old challenges for any new government
Merlin Weekly Macro: Old challenges for any new government
The Jupiter Merlin team discuss how Starmer’s Labour might govern the UK differently, and ask whether they would have any more success at ‘getting things done’?
Read time - 12 min.
19.03.2024
Asia Pacific equities: Enablers of the AI revolution
Asia Pacific equities: Enablers of the AI revolution
Jason Pidcock and Sam Konrad discuss the AI theme in the Asia Pacific (ex Japan) region and highlight where they’re finding some of the most attractive tech opportunities.
Read time - 6 min.
18.03.2024
Webcast: Uncovering quality growth companies in Europe
Webcast: Uncovering quality growth companies in Europe
Mark Nichols and Mark Heslop discuss where to find high-quality, cash-generative, growth stocks in Europe.
13.03.2024
War and Peace? The Preoccupations of an Unstable World (contains audio)
War and Peace? The Preoccupations of an Unstable World (contains audio)
Alastair Irvine's latest geopolitics review takes stock of a world at its most dangerous for at least four decades and assesses the investment implications.
Read time - 60 min.
13.03.2024
Load more