Gold, shrinkflation and real money
Ned Naylor-Leyland discusses shrinkflation and how gold has value as real money and as a hedge against the loss of purchasing power.
Three key themes for Japan in 2022
Dan Carter and Mitesh Patel assess the outlook for Japan in 2022, from a drive for a “new capitalism” to the emerging potential of low carbon technologies.
Central banks to back-pedal in 2022?
The Jupiter Merlin team look ahead to 2022, which promises to be a year in which central banks reverse course on policy and Covid stubbornly refuses to disappear.
Coming to terms with a two-speed global economy
Mark Nash and Jupiter’s Fixed Income Alternatives team say the divergence in growth between the US and the rest of the world may stymie attempts to tame inflation.
Notes from the Investment Floor: Keep calm and avoid the frothiness
Brian McCormick explains those sitting on the sidelines can take comfort from history, and Luca Evangelisti discusses the outlook for financial bonds.
Methane Cut Pledge Is Big Boost for Transition to Net Zero
Jon Wallace discusses innovations in detecting methane and the importance of an agreement by major nations to reduce emissions of this harmful gas.
Notes from the Investment Floor: What was achieved at COP26?
Freddie Woolfe reviews what was and wasn’t achieved at COP26 and the implications for the market.
Inflation can remain sticky for a while yet … but not forever
Inflation remains transitory, but it’s putting central banks under pressure and at risk of making a policy mistake, says Ariel Bezalel.
Water, water, everywhere
In an article that first appeared on ESG Clarity, Abbie Llewellyn-Waters, Freddie Woolfe, and Jenna Zegleman, of Jupiter’s Global Sustainable Equity strategy, explain why water is not a limitless resource and why investment is essential to its future.
Resilience first in the post-Covid world
Nick Payne discusses how emerging markets companies are actively addressing supply chain fragility in the wake of the pandemic.