Jupiter Merlin Weekly: Inflation: hopeful sign or clutching at straws?
The Jupiter Merlin team considers recent inflation data and suggests that it will be our energy supplies this winter that determine the duration of higher prices.
Why I’m no longer investing in China
Jason Pidcock, manager of the Jupiter Asian Income Fund, explains why he’s sold out of his last remaining positions in mainland China.
Human investing with computer help
Matus Mrazik explains how the Jupiter Systematic Equities team’s investment approach uses computer help in what is ultimately a human process.
Jupiter Merlin Weekly: Taking stock of a momentous year
The Jupiter Merlin team look back on 12 months that have seen geopolitical earthquakes, as the tectonic plates of power inexorably shift.
Reading the Fed tea leaves
Ariel Bezalel and Harry Richards say the Federal Reserve may continue to raise rates to combat soaring inflation, belying a relatively dovish interpretation of the Fed’s tone by markets.
Absolute Return Bond funds: A Modern Approach to Diversification
Huw Davies, Investment Manager, Fixed Income – Absolute Return, discusses why investors are recognising the need to look beyond a traditional 60 / 40 structure in favour of a more modern approach.Â
Fed pivot? Get ready for a gold & silver breakout
Ned Naylor-Leyland explains how a shift in central bank policy could trigger a change in market sentiment that sends gold and silver prices to record highs.
Jupiter Merlin Weekly: When is a recession not a recession?
The Jupiter Merlin team discuss central banks’ reaction to continuing tough economic conditions as the US (depending on how one looks at it) enters recession.
A tale of fading inflation and slowing growth
Ariel Bezalel, investment manager for fixed income, explains how inflation is easing, a recession looks likely and what this means for fixed income investors.
Notes from the Investment Floor: When China sneezes…
Nick Payne discusses the situation in China, which is easing monetary and fiscal policy when others are tightening, and whether ‘zero Covid’ can stand the test of time.