Generating alpha for planet, people and profit
Sustainability is at the core of the debate among policy makers and asset managers now, thanks to mounting environmental risks and a sharp focus on social issues
Jupiter Merlin Weekly: Has the Fed moved the monetary goalposts?
The Merlin team discuss the Federal Reserve’s shift in policy, political arguments in the US and EU, and ask what happens beyond the Covid economic recovery.
Jupiter Merlin Weekly: The UK economy is open for business!
UK trade with the EU has been essentially stable post-Brexit, so now the political spotlight turns to Northern Ireland where there is little appetite for compromise.
Three years on – forging a path less trodden for a sustainable strategy
As the Covid-19 crisis continues to grip the world, confronting climate crisis, bridging social inequality and ensuring a sustainable future is more essential than ever.
Jupiter Merlin Weekly: Inflationary pressures mount
The Merlin team address the topic of inflation, as more data emerges showing sharp rises in headline rates. But is this merely a quirk of data or something long lasting?
Jupiter Merlin Weekly: The central bank conundrum
The future of QE is a puzzle to which it seems no one has a convincing answer. Despite that, it is one of the most important issues facing investors.
Jupiter Merlin Weekly: Is net-zero by 2050 good enough?
A court has ruled against Royal Dutch Shell’s carbon emissions plan based on the Paris Climate Accord. The Merlin team give their view on the implications.
Jupiter Merlin Weekly: The increasing complexities of modern central banking
The Merlin team give their view on the role that central banks now play, as they no longer merely concentrate on core inflation, as policy takes on political angles.
No more waiting: it’s time for change
In an article first published in ESG Clarity, Abbie Llewellyn-Waters assesses the state of progress on social policy and climate change.
Making the trend your friend with multi-manager portfolios
The Jupiter Merlin team are naturally patient investors, but when markets reach an inflection point they are prepared to take swift and decisive action.