Jupiter Merlin Weekly: Playing monetary policy Whack-a-Mole
The Jupiter Merlin team discuss the continuing efforts of central banks to play monetary policy Whack-a-Mole, as this time it’s Japan’s turn to shock markets.
Jupiter Merlin Weekly: The bluffing game goes on
The Jupiter Merlin team discuss the continue game of bluff between the bond markets and the principal central banks.
Jupiter Merlin Weekly: Autocrats and dictators under pressure
The Jupiter Merlin team discuss the various pressures on the autocratic rulers of China, Iran and Russia, and wonder whether markets are too sanguine about macro risks.
Jupiter Merlin Weekly: Energy is a complex and fickle master
The Jupiter Merlin team examine how the complex geopolitics behind international energy supplies could impact the path of inflation.
Outlook 2023: Shunning predictions to focus on sustainable trends
The team at NZS Capital explain why they don’t make macro forecasts or try to predict when market focus will shift, but instead look for sustainable investable trends.
Outlook 2023: Recession, but that needn’t be bad for bonds
Adam Darling looks ahead to the prospect of bad economic news in 2023, but explains why he hasn’t been this optimistic about bond markets for years.
Outlook 2023: Is the time ripe for emerging markets?
Nick Payne explains why he believes emerging markets are poised for a recovery after a challenging year.
Outlook 2023: Europe, is it dawn yet?
Mark Nichols and Mark Heslop discuss why they are staying positive, and the subtle difference between investing in European companies and investing in Europe.
Outlook 2023: Hard yards ahead for UK economy
After a volatile year for UK investors, Richard Buxton examines the headwinds facing the UK economy and explains why there are reasons to be optimistic despite the challenges ahead.
Outlook 2023: Bonds are back
Ariel Bezalel and Harry Richards assess the prospects for fixed income as inflation fades and growth concerns emerge.