Outlook 2023: Environmental solutions are crossing a watershed
As financial markets struggle for direction, Jon Wallace and Noelle Guo discuss the unavoidable trends shaping the future.
Jupiter Merlin Weekly: Playing the game of unintended consequences
The Jupiter Merlin team discuss the diverging views between central banks about how best they should maintain financial stability and defeat inflation.
Bonds: A story of twists and turns
Mark Nash, Huw Davies and James Novotny believe the turbulence faced by banks may spur central banks to reverse their restrictive monetary policy stance.
What Credit Suisse may mean for contingent capital and European banks
Luca Evangelisti and Paridhi Garg discuss the potential impact of the Credit Suisse sale on European banks, contingent capital and financials investing.
Is this banking crisis the same old story?
Since the Global Financial Crisis, regulators and policy makers have worked to avoid a repeat. Yet banks are in trouble again. Is this the same old story?
Jupiter Merlin Weekly: Banking is complex but simple
The Jupiter Merlin team look at a dramatic week in markets, as cracks appear in the banking sector and the credibility of the US Federal Reserve hangs in the balance.
Reflecting on reflections from Japan
Dan Carter considers the challenges Japanese equites face and outlines the approach he has taken to overcoming these as an investor in the asset class.
Budget reaction: A glass half full Budget for the optimists
Richard Buxton assesses Jeremy Hunt’s first full budget, in which the Chancellor sought to incentivise companies to invest in and encourage re-participation in the workforce.
Jupiter Merlin Weekly: Flirting with recession but so far avoiding it
The Jupiter Merlin team look at a delicate economic situation, where the UK is not yet in recession and where central bankers are divided about the right policy approach.
Driving change through engagement in UK small and mid-caps
Andrew Mortimer, ESG investment director for UK small and mid-cap equities, discusses the team’s approach to responsible investing and recent examples of stewardship activity.