Jupiter Merlin Weekly: Bonds Bounce, Inflation Confounds, Debt Rises
The Jupiter Merlin team look at the bond market’s thundering herd, inflation’s confounding data and the US Debt Ceiling’s steady rise.
Notes from the Investment Floor: Moving towards a pause?
James Novotny assesses the prospects for the global economy and how that could mean for rate increases.
Jupiter Merlin Weekly: Is reversing Brexit back on the agenda?
Is reversing Brexit back on the agenda? If so, on what terms? The Jupiter Merlin team look at the politically toxic question of Brexit, which refuses to go away.
Anatomy of a Crisis 2: after a year of war, what’s next for Ukraine?
A year after the conflict started, Alastair Irvine takes stock of the geopolitical, economic and investment consequences of the war in Ukraine.
Monitoring progress toward net zero in emerging markets equities
Nick Payne, investment manager, Jupiter Global Emerging Markets Focus strategy, shares how an active fund manager approaches ESG, and how companies’ progress on climate change can be assessed.
Inching closer towards rate cuts
Ariel Bezalel and Harry Richards say global growth will continue to slow in the coming months, dragging inflation further down, increasing the likelihood of rate cuts towards the end of the year.
No ‘fear of missing out’ on China
Jason Pidcock and Sam Konrad explain why they have no ‘fear of missing out’ over China, and why talk of a reopening boom might be overplayed.
Gold, diversification and central banks
Ned Naylor-Leyland discusses the diversification properties of gold, the recent price rally and why central banks have ramped up their purchases.
Notes from the Investment Floor: Don’t believe in immaculate tightening
Harry Richards discusses the likelihood of recession, and whether its credible that monetary policy could tighten so much without negative ramifications for the economy.
Macro monitor: Is the bond rally overdone?
Mark Nash, Huw Davies and James Novotny analyse the global growth and inflation environment and what the evolving scenario means for the fixed income markets.