China reopening – why this could be positive for Europe
Caroline Cantor, Mark Heslop and Mark Nichols look at potential opportunities for European luxury and consumer goods companies from China’s lifting of Covid restrictions.
A change in fortune for bond markets?
Optimism around fixed income was rare in 2022, but there are reasons to believe 2023 may see a change in fortune for bond markets, say Ariel Bezalel and Harry Richards.
Jupiter Merlin Weekly: Britishvolt is a failure of leadership on all levels
The Jupiter Merlin team looks at the malaise behind the UK’s first foray into new battery technology and why it is important not to lose heart about investing in the UK.
Notes from the Investment Floor: 3 key topics for investors in Japan
Dan Carter discusses three of the key factors for investors in Japan to be thinking about now, especially in light of the Bank of Japan’s surprising policy moves.
ESG in fixed income – why do it?
Anna Karim underscores the importance of engaging with companies to raise their awareness about climate change and how that can give a fillip to their businesses.
Notes from the Investment Floor: Yield is back for bonds
Vikram Aggarwal sets the scene for bond markets in 2023, as yield finally returns to the asset class. Could market fears transfer from duration to credit quality in 2023?
Jupiter Merlin Weekly: Warm weather confounds Putin’s plans
The Jupiter Merlin team discuss energy markets, as warm weather in Europe takes pressure off demand, but consumers and business alike continue to feel the pinch.
Jupiter Merlin Weekly: Playing monetary policy Whack-a-Mole
The Jupiter Merlin team discuss the continuing efforts of central banks to play monetary policy Whack-a-Mole, as this time it’s Japan’s turn to shock markets.
Jupiter Merlin Weekly: The bluffing game goes on
The Jupiter Merlin team discuss the continue game of bluff between the bond markets and the principal central banks.
Jupiter Merlin Weekly: Autocrats and dictators under pressure
The Jupiter Merlin team discuss the various pressures on the autocratic rulers of China, Iran and Russia, and wonder whether markets are too sanguine about macro risks.