Outlook 2023: Asia Pacific – Home to a wealth of world-class businesses
What can we expect from Asia Pacific (ex Japan) markets in 2023? Jason Pidcock and Sam Konrad give their views and discuss the key attributes they look for in companies.
Outlook 2023: Heading towards a soft landing?
After a turbulent year for fixed income markets following a series of rate increases, Mark Nash, Huw Davies and James Novotny say pockets of opportunities have emerged in the asset class as growth and inflation begin to slow.
Outlook 2023: Japan’s uneasy equilibrium
Dan Carter sees the reasons for optimism and caution as existing in an uneasy equilibrium, but on balance he is hopeful for attractive returns from Japan in 2023.
Jupiter Merlin Weekly: Normal investor behaviour is being restored
The Jupiter Merlin team examine why markets have started recovering, even thought the economic news is almost relentlessly grim.
Jupiter Merlin Weekly: A study in failure
The Jupiter Merlin team dissect the Chancellor’s Autumn Statement, which pushed many of the hardest decisions out into the future, while piling on tax in the meantime.
Autumn Statement reaction: the UK ‘faces into the storm’
Richard Buxton assesses the Autumn Statement, in which Jeremy Hunt fought to please markets, the public and his party as the UK faces recession.
Shariah investing: Going beyond exclusions
Salman Siddiqui explains why he thinks Shariah-compliant investing should go beyond a screening process, to incorporate broader ESG considerations too.
Jupiter Merlin Weekly: The oddity of the US midterms
The Jupiter Merlin team discuss the implications of the US midterm elections, and where it may leave President Biden’s policy agenda for the next two years.
Asian income: Successfully navigating turbulent markets
Against a particularly challenging macro backdrop, Jason Pidcock and Sam Konrad reflect on some of the investment decisions they’ve made this year.
Jupiter Merlin Weekly: The Fed keeps swinging an economic baseball bat
The Jupiter Merlin team discuss the different, and often confounding, ways that major central banks are dealing with interest rate policy.