The Hitachi blueprint: corporate restructuring in Japan
Dan Carter and Mitesh Patel examine some corporate restructuring stories in Japan, where much progress has already been made but the market is hungry for more.
Higher rates begin to bite
Ariel Bezalel and Harry Richards discuss how the US economy is finally feeling the impact of higher rates and where they see value across the fixed income spectrum.
The dollar and its rivals
Here’s a look at what some of our fund managers think about whether the US dollar’s hegemony could be challenged anytime soon.
Buybacks, inflation and making the case for UK equities
Chris Morrison and Adrian Gosden say inflation trends, the pace of share buybacks and this month’s election are providing a supportive backdrop for UK equities.
UK general election: our experts react
We asked some of our experts for their immediate reaction to the UK general election, to give an investment perspective on what the future may hold for the market.
Merlin Weekly Macro: Do you hear the drums of discontent?
As French voters express discontent and in the US President Biden faces questions over his future, the Jupiter Merlin team address the investment implications.
Why healthcare and telecoms stand out in US high yield credit
Chris Lau and David Rowe discuss the US high yield credit market and why they see opportunities in some healthcare and telecoms bonds.
The importance of diversification
Jason Pidcock and Sam Konrad explain why they think their Asian Equity Income strategy is well positioned for a range of scenarios, given its diversified exposure.
Merlin Weekly Macro: Spotlight on Labour’s economic plans
With Labour set for a large majority as Sunak’s electoral gambit fails, the Jupiter Merlin team discuss the economic plan of the UK’s government-in-waiting.
Merlin Weekly Macro: NATO’s disunited ‘Band of Brothers’
The Jupiter Merlin team discuss the fractured relationships within NATO, as key leaders lose popularity at home and support for Ukraine comes under threat.