Notes from the Investment Floor: Why gold and silver could break out
Ned Naylor-Leyland discusses why the price of gold may be approaching an inflection point and what this would mean for silver and for mining equities.
Has the outlook changed for emerging markets?
Is it a good time to increase your EM exposure? Nick Payne and Oliver Lee discuss where they’re finding the best opportunities, and the countries and sectors they avoid.
Notes from the Investment Floor: Inflation is a political problem
Huw Davies discusses the driving forces behind central bank policy action, as central banks appear to target lower inflation over stimulating growth.
How to prepare for the next growth shock
2022 has been difficult for markets: rate volatility, losses in government bonds and high-quality credit. What’s next? Ariel Bezalel and Harry Richards share their views.
Jupiter Merlin Weekly: Lift off for US interest rates?
The Jupiter Merlin team digest the implications of the first US interest rate rise since 2018, as the Federal Reserve’s tone caught markets on the hop.
A systematic approach to value investing
James Murray, Senior Analyst, and Amadeo Alentorn, Head of Systematic Equities, tease out some of the subtleties involved in value investing, and explain why this is important to investors.
Jupiter Merlin Weekly: Heads up, and keep your eyes and ears open
The Jupiter Merlin team conclude that nobody has all the answers, as they look at this fast-moving, dynamic confluence of economic and geopolitical events.
Japan feels the economic impact of war in Europe
Direct exposure to Russia and Ukraine among Japanese companies is low, but the second order global effects of the war are far-reaching. Dan Carter and Mitesh Patel give their view.
Jupiter Merlin Weekly: 16 years of ‘Merkelism’ have vanished
The Jupiter Merlin team look at a tumultuous week, as Putin’s war has triggered radical movements in commodity markets as well as upending German political orthodoxy.
The infinite potential of digitalisation
Mark Heslop and Phil Macartney discuss the issues around digitalisation — the opportunities and challenges, and potential benefits for consumers, companies and investors.