Jupiter Merlin: Is war accelerating the next ESG evolution?
Amanda Sillars discusses the impact of the war in Ukraine on ESG investment strategies, and asks how aware investors who embrace exclusions are of the downsides.
Notes from the Investment Floor: Quality can thrive through volatility
Nick Payne examines how recent macroeconomic events have produced headwinds for emerging market investors.
Energy shock: looking at both sides of the coin
Jon Wallace and Noelle Guo say the energy shock faced by consumers now is reminiscent of the 1970s, which may boost usage of existing energy efficient technologies and spawn new ones.
Jupiter Merlin Weekly: Compound interest: Eighth Wonder of the World
The Jupiter Merlin team look at the wonders of compound interest, the real cost of commuting by rail and the risks associated with predicting inflation.
Jupiter Merlin Weekly: Can the inflation genie go back in the lamp?
The Jupiter Merlin team look at the variety of blunt instruments central banks have at their disposal to manage inflation, and signs of trouble in the US car market.
Jupiter Merlin Weekly: The gaping breach in the sanctions wall
The Jupiter Merlin team look at the dilemma NATO faces in responding to Russian aggression in Ukraine, and also discuss rapid moves in government bond yields.
Jupiter Merlin Weekly: Energy security is the new political mantra
The Jupiter Merlin team look at how countries have been forced to think differently about energy security, and the geopolitical ramifications that may have.
Notes from the Investment Floor: Why gold and silver could break out
Ned Naylor-Leyland discusses why the price of gold may be approaching an inflection point and what this would mean for silver and for mining equities.
Has the outlook changed for emerging markets?
Is it a good time to increase your EM exposure? Nick Payne and Oliver Lee discuss where they’re finding the best opportunities, and the countries and sectors they avoid.
Jupiter Merlin Weekly: Tighten your belts
The Jupiter Merlin team look at moves in inflation and in bond markets, as the impact of rising prices and the uncertain geopolitical situation continues to be felt.