Jupiter Merlin Weekly: Central bankers go fishing
The Jupiter Merlin team take a look at the latest Jackson Hole symposium, where the world’s leading central bankers met to discuss policy.
Jupiter Merlin Weekly: Gilt yields and a deeper malaise
The Jupiter Merlin team consider the rich yields available in the gilt market and why improving an ailing NHS should be made a national priority.
Jupiter Merlin Weekly: Biden turns the screw on China
The Jupiter Merlin team discuss the state of China’s economy. China’s confidence abroad contrasts with its struggles at home, as growth falters and deflation arrives.
Jupiter Merlin Weekly: They have one job. Just one job…
This Jupiter Merlin Weekly discusses the forthcoming review from Ben Bernanke of the Bank of England’s forecasting processes. How will Bernanke grade the Bank’s homework?
Strong tailwinds
Adam Darling and Harry Richards say investors have a once in a generation opportunity to lock in high yields in the investment grade corporate bond market.
The twin risks facing bond investors
Hilary Blandy describes how fixed income markets must weigh up competing risks on rates and inflation. Amid this uncertainty, however, bond investors are paid to wait.
Global Sovereigns: Best entry point in a decade?
Vikram Aggarwal discusses the remarkable rebound in sovereign bond yields, opportunities and risks in the asset class and macro outlook.
Staying active and selective in global high yield bonds
Adam Darling discusses yield trends in high yield bonds and why credit selection is so important.
The credit analysts’ view
Jupiter’s fixed income capability benefits from the expertise of a large team of Credit Analysts. Here, we look at their latest insights from three sectors.
Jupiter Merlin Weekly: NatWest/Farage — investment risk, moral hazard
The Jupiter Merlin team analyses the compatibility of capitalism and corporate “socialism.”