No free lunch: is a science of the stock market possible?
Complex systems and econophysics are intriguing and expanding fields of research that in time may lead to new signals to be incorporated in our investment model, say Amadeo Alentorn, Lead Investment Manager, and Matus Mrazik, Investment Manager, overseeing the academic research programme, Jupiter Merian Global Equity Absolute Return strategy.
Merlin Weekly Macro: On tax, the devil is in the detail
The UK election talk about tax continues with precious little clarity. How big might the Labour majority be, and will the Tories form an effective opposition?
Modi’s re-election augurs well for reforms
Avinash Vazirani and Colin Croft say India offers a compelling choice for long-term investments as Modi stays as the prime minister for another five-year term.
UK equities are back on the radar
Adrian Gosden and Chris Morrison say UK equities are attracting attention in global markets and discuss what this may mean for equity income investors.
Merlin Weekly Macro: Central bankers in a bind
The Jupiter Merlin team consider the data that’s challenging central bankers’ plans to reduce interest rates and reassert their authority over the economy.
Merlin Weekly Macro: The election race is on
The UK goes to the polls on 4 July to elect a new government. Could economic data boost Tory chances? The Jupiter Merlin team assess the factors at play.
US Exceptionalism and EM Opportunities in Sovereign Bonds
Vikram Aggarwal discusses the recent IMF Spring conference, US economic exceptionalism, progress among distressed EM sovereigns and what it means for investors.
The European equities equation: quality, growth, diversification
Mark Nichols and Mark Heslop discuss high-quality, cash-generative, growth companies in Europe and why these stocks offer diversification potential for global investors.
Finding the silver lining: The reasons behind a strategic allocation to silver in a Gold & Silver fund
Ned Naylor-Leyland and Daniel March explain the benefits behind having an allocation to silver and how this can affect fund performance
Pensions for Purpose: Navigating diversity, equity & inclusion
A Pensions for Purpose Impact Lens report, sponsored by Jupiter Asset Management, considering how diversity, equity and inclusion (DE&I) are considered in fund analysis.