A fairytale ending?
Mark Nash, James Novotny and Huw Davies say policy makers could keep interest rates higher for longer as strong growth foundations underpin inflation.
Reality will bite for central banks
In the second half of 2023, Ariel Bezalel and Harry Richards (Investment Managers) expect central banks to become more worried about growth than inflation.
Jupiter Merlin Weekly: Inflation data – pick your poison
This Jupiter Merlin Weekly highlights the disparity between different ways of measuring inflation, while asking what happens to offshore wind when the wind doesn’t blow?
Summary of systematic equities research in 2020
This article first appeared in February 2021. The Systematic Equities team outlines the research it undertook during 2020
Harnessing the predictive power of text
This article first appeared in December 2020. The Systematic Equities Team introduces a new method of capturing sentiment, designed to enhance the investment process of the funds they manage.
Rotating factors with higher conviction
This article first appeared in March 2021. The Systematic Equities team outlines its research into factor rotation.
Systematic Equities: Directors’ Transactions
This article first appeared in January 2021. The Jupiter Systematic team explains how its process utilises data about directors’ trades in their companies’ stock.
Jupiter Merlin Weekly: A ‘revolution by coercion’?
This Jupiter Merlin Weekly discusses how different countries are grappling with the path to net zero and what the political and economic costs of the journey might be.
Making big strides
Avinash Vazirani and Colin Croft say India’s fast-expanding economy may offer a silver lining amid a gloomy outlook for the global economy.
Jupiter Merlin Weekly: NATO recovers its purpose – but what next?
This Jupiter Merlin Weekly discusses how NATO’s support for Ukraine has restored its purpose after Afghanistan, and why it now faces a test of leadership it mustn’t fail.