Jupiter Merlin Weekly: The economics of the surreal
The Jupiter Merlin team discuss a surreal economic situation, in which central banks and governments are seemingly pulling in opposite directions.
Jupiter Merlin Weekly: ‘Black Wednesday’, or ‘Liberation Day’?
The Jupiter Merlin team look back at ‘Black Wednesday 30 years on, and ask whether it represents an economic calamity or a fortuitous dodging of an economic bullet.
When safe havens are hard to find
Traditional portfolios allocated only to equities and bonds may not always provide the diversification needed. A permanent allocation to alternatives with low correlation can help.
Jupiter Merlin Weekly: Might anti-inflation policies backfire?
The Jupiter Merlin team look at the topsy-turvy approach taken to battling inflation by major governments and central banks.
Notes from the Investment Floor: Everything is screaming recession
Adam Darling looks at the conflicting drivers of bond markets this year, as central banks tighten policy while major economies appear set for a painful recession.
Notes from the Investment Floor: India – A wealth of investment opportunities
As India overtakes the UK to become the fifth largest economy in the world, Colin Croft, Investment Manager, explains the resilience of Indian equities year to date.
Macro Monitor: Rates higher for longer?
The team managing the Jupiter Strategic Absolute Return Bond strategy analyses Fed policy and shares its outlook for interest rates and inflation.
Jupiter Gold and Silver Strategy – Responsible Investment Charter
Our investment process seeks to identify well-managed companies engaged in activities related to the production of gold and silver. This Charter sets out what we believe to be some of the key attributes of a well-run mining company in relation to material Environmental, Social and Governance (ESG) issues.
Not out of the woods yet
Markets have bounced recently despite weaker economic data. Ariel Bezalel and Harry Richards argue the Fed’s pivot will be delayed and the slowdown sharp.
Jupiter Merlin Weekly: Inflation – talk of the town on both sides of the Atlantic
The Jupiter Merlin team discusses the UK’s latest inflation data, Biden’s Inflation Reduction Act and the upcoming Jackson Hole Economic Symposium.