Jupiter Merlin Weekly: Inflation – talk of the town on both sides of the Atlantic
The Jupiter Merlin team discusses the UK’s latest inflation data, Biden’s Inflation Reduction Act and the upcoming Jackson Hole Economic Symposium.
Jupiter Merlin Weekly: Inflation: hopeful sign or clutching at straws?
The Jupiter Merlin team considers recent inflation data and suggests that it will be our energy supplies this winter that determine the duration of higher prices.
Why I’m no longer investing in China
Jason Pidcock, manager of the Jupiter Asian Income Fund, explains why he’s sold out of his last remaining positions in mainland China.
Jupiter Merlin Weekly: Taking stock of a momentous year
The Jupiter Merlin team look back on 12 months that have seen geopolitical earthquakes, as the tectonic plates of power inexorably shift.
Jupiter Merlin Weekly: When is a recession not a recession?
The Jupiter Merlin team discuss central banks’ reaction to continuing tough economic conditions as the US (depending on how one looks at it) enters recession.
Jupiter Merlin Weekly: “Economically devastating” … but for whom?
The Jupiter Merlin team discuss the crippling cost of the economic war raging between Russia and the West, a conflict in which Russia seemingly has the upper hand.
Jupiter Merlin Weekly: Putin’s plan pays off as Western leaders fall
The Jupiter Merlin team discuss the success of Putin’s plan to weaponise energy and food prices, thereby contributing to economic and political turmoil in the West.
Notes from the Investment Floor: Why’s Japan’s inflation still so low?
Dan Carter discusses the macroeconomic dynamics at play in Japan, as the ‘immovable object’ of domestic deflation meets the ‘unstoppable force’ of global inflation.
Notes from the Investment Floor: Seeking sustainable investment ideas
Freddie Woolfe, Investment Analyst, Global Sustainable Equities discusses the team’s approach to identifying investment ideas.
Jupiter Merlin Weekly: The West’s descent into political chaos
The Jupiter Merlin team discuss a dramatic week in UK politics and analyse the travails of other Western nations, at a time when clear strategic thinking is most needed.