Inflation is last year’s problem – but what’s next?
Central banks continue to fight inflation, but Ariel Bezalel and Harry Richards argue that it’s last year’s concern. So what should the Fed be worried about now?
Jupiter Merlin Weekly: The Bank of England seems stumped by inflation
The Jupiter Merlin team look at the latest inflation data. While in the US the figures are open to interpretation, in the UK it’s grim and the Bank of England is stumped.
The head and the heart in investing
Amadeo Alentorn, lead investment manager, Jupiter systematic, reflects on the importance of head and heart in understanding investor behaviour and markets.
Jupiter Merlin Weekly: Greek comedy? The joke is on us
The Jupiter Merlin team consider the cost of UK government debt (now higher than Greece’s). Do either Labour or the Conservatives offer a credible path to fiscal health?
Notes from the Investment Floor: Searching for Europe’s best companies
Phil Macartney discusses market valuations for companies in Europe, the impact of geopolitics and how small cap investing is sometimes misunderstood.
US economy set to soften in second half
Huw Davies analyses the implication of the US debt ceiling deal on the markets and the economy.
A deep deficit for silver
Ned Naylor-Leyland and Daniel March discuss why demand for silver is outstripping supply and what this imbalance may mean for investors in the white metal.
Jupiter Merlin Weekly: US debt deal is a hollow victory
The Jupiter Merlin team consider the US debt ceiling deal approved by Congress, which avoids a government default without addressing the country’s troubled balance sheet.
Jupiter Merlin Weekly: Governor to Chancellor, an imaginary letter
The Jupiter Merlin team imagine what the Bank of England Governor might say to the Chancellor, then assess who’s ahead in the net zero arms race?
European equities – not a market to ignore
Caroline Cantor, Mark Nichols and Mark Heslop discuss European equities’ performance, valuation and diversification properties – and share a few surprising facts.