Jupiter Merlin Weekly: Jets, diplomacy and political control
The Jupiter Merlin team examine President Zelensky’s efforts to obtain jets from Ukraine’s NATO allies, an endeavour fraught with logistical and political difficulties.
The Merlin approach to ESG
George Fox, Investment Manager, Independent Funds, explains the team’s philosophy and process regarding environmental, social and governance (ESG).
Japan: good value, or just cheap?
Dan Carter and Mitesh Patel address the topic of share price valuations in the Japanese
market. They’re undeniably low, but are Japanese stocks good value, or just cheap?
Jupiter Merlin Weekly: A US debt default would be catastrophic
Donald Trump’s threat for Republicans to trigger a US government debt default would be
economic suicide, say the Jupiter Merlin team.
Bonds: Finding value in a lopsided world
Mark Nash, Huw Davies and James Novotny discuss the divergence in monetary policy between the US and Europe and how that’s creating opportunities in the bond markets.
Notes from the Investment Floor: The stage is set for emerging markets
Nick Payne reflects on the differing fortunes of developed and emerging markets, as the stage seems set for emerging markets to come to the fore once again.
Jupiter Merlin Weekly: The US government faces systemic risks
Interest rates in the US may have peaked but, with the US government facing ongoing systemic risks, what might the future hold? The Jupiter Merlin team give their view.
What’s behind the rise in gold and silver?
Ned Naylor-Leyland and Daniel March discuss the macro, market and technical factors behind the bullish moves in gold and silver.
Jupiter Merlin Weekly: A difficult Pill to swallow on inflation
As the Bank of England chief economist says Britons must accept they are poorer, the Jupiter Merlin team discuss the predicament facing central banks.
The best that the Asia Pacific region can offer
Jason Pidcock and Sam Konrad outline the diverse opportunities in the Asia Pacific region, particularly the complementary strengths of Australia and India.