35 years on: the compound effect of environmental solutions
Jon Wallace, Noelle Guo and Grisha Milushev reflect on progress on ecological challenges during the 35 years since the Jupiter Ecology Fund was launched.
Notes from the Investment Floor: ESG is key to EM equities
Nick Payne reflects on the importance of a sustainability strategy when investing in emerging markets equities.
Jupiter Merlin Weekly: UK inflation defies the script
The Jupiter Merlin team discuss the stubbornly high inflation rate in the UK, the Bank of England’s latest interest rate rise, and the painful impact on mortgages.
On a knife edge
Mark Nash, James Novotny and Huw Davies discuss why rapid rate increases haven’t contained inflation and what may be next for bond markets.
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.