Jupiter Merlin Weekly: Lift off for US interest rates?
The Jupiter Merlin team digest the implications of the first US interest rate rise since 2018, as the Federal Reserve’s tone caught markets on the hop.
Jupiter Merlin Weekly: Heads up, and keep your eyes and ears open
The Jupiter Merlin team conclude that nobody has all the answers, as they look at this fast-moving, dynamic confluence of economic and geopolitical events.
Notes from the Investment Floor: Russia – the facts have changed
Ross Teverson reflects on the tragic events in Ukraine and the implications that sanctions and counter-sanctions have for emerging market investors.
Jupiter Merlin Weekly: 16 years of ‘Merkelism’ have vanished
The Jupiter Merlin team look at a tumultuous week, as Putin’s war has triggered radical movements in commodity markets as well as upending German political orthodoxy.
The infinite potential of digitalisation
Mark Heslop and Phil Macartney discuss the issues around digitalisation — the opportunities and challenges, and potential benefits for consumers, companies and investors.
Jupiter Merlin Weekly: Is Germany’s energy policy unravelling?
The Jupiter Merlin team look at the wider implication of the war in Ukraine, as Germany’s reliance on Russian gas brings its rapid energy transition plans into question.
Anatomy of a Crisis: Russia, Ukraine and the West
Alastair Irvine, Investment Director for the Jupiter Merlin team, explores in detail the seeds of the Ukraine-Russia crisis and considers what the lasting impact may be of this “stunning geopolitical and defence policy failure’’ by the West.
The journey to net zero: how we analyse bond issuers’ carbon footprints
Harry Richards, Fund Manager, Fixed Income, and Anna Karim, Fixed Income ESG Director, share how their team analyses companies supporting the transition to net zero.
How ready is corporate Japan for the ‘content war’?
The competition for consumer’s time, attention, and money is heating up. Dan Carter and Mitesh Patel discuss how ready corporate Japan is for the ‘content war’.
China’s decarbonisation roadmap – worth a second look
China has outlined a step-by-step path to net zero and provided specific decarbonisation targets. Patty Cao explains why investors should take note.