Jupiter Merlin Weekly: EU/eurozone – An economic Frankenstein’s monster?
This Merlin Weekly Macro analyses the strains on the Italian economy in the broader context of the eurozone’s financial system, described as a ‘monstrous monetary lash-up’.
Emerging market debt: on the road in Indonesia
Xuchen Zhang discusses his key takeaways from a recent research trip to Indonesia to assess the opportunities for emerging market debt investors.
Active fund management’s edge in mining
Chris Mahoney, investment manager, discusses the key role active managers have in the mining sector by providing equity financing for select listed exploration companies.
Emerging markets: The world’s great engines of growth
Leighton Riley, Investment Director, explains why he and the team are optimistic about the outlook for emerging market equities.
High yield bonds: volatility is opportunity
Adam Darling discusses why credit selection is crucial in the current environment as a potential recession could disrupt the asset class.
Fixed income: are central banks engineering a recession?
Hilary Blandy discusses the macro dynamics impacting bond markets and how the Jupiter Monthly Income Bond Fund is positioned to be resilient in an uncertain environment.
Jupiter Merlin Weekly: Geopolitics – Must the US choose between Israel and Ukraine?
This Merlin Weekly Macro looks at the appalling events in the Middle East and how markets have reacted, while asking what this could mean regarding US support for Ukraine.
Higher Inflation and the dilemma for central banks
Mark Nash discusses the difficult choices facing central banks as inflation lingers and what it might mean for absolute return bond strategies.
Jupiter Merlin Weekly: Macro – The US has a big debt problem
This Merlin Weekly Macro looks at government debt problems in the US, as Biden’s administration continues to “Go real big” on both spending and borrowing.
UK stocks: the road ahead hinges on politics
Ed Meier analyses what the macro environment and politics mean for investments in the UK