Jupiter Merlin Weekly: Biden’s end of year report: must do better
The Jupiter Merlin team appraise President Biden’s first year in office, as missteps at home and abroad have left him looking increasingly embattled.
Jupiter Merlin Weekly: Two years on and still pandemic pandemonium
The Jupiter Merlin team search for some Christmas cheer, as Covid, central bank policy and geopolitics conspire to bring about a troubling end to 2021.
General Powell’s Last Stand?
Ned Naylor-Leyland, head of strategy for Gold&Silver, explains the curious divergence in the price of gold and real interest rates and argues that a Fed policy error may be the trigger for a golden rebound.
Demographics: Japan’s ‘mother theme’
Dan Carter and Mitesh Patel address the ‘mother theme’ of Japanese investing: demographics. Japan’s society continues to age, but what are the implications?
Jupiter Merlin Weekly: Covid’s moral hazard and the democratic deficit
The Jupiter Merlin team discuss the trend towards authoritarian Covid restrictions in Western democracies. Is this the start of a slippery slope?
Notes from the Investment Floor: Winter is coming for the UK economy
Richard Buxton appraises the prospects for the global and UK economies, as a variety of challenges present a tough environment for economic growth.
ESG math isn’t so straightforward as it seems
The true environmental impact of an industry such as semiconductors is a complex calculation, says NZS Capital co-founder Brad Slingerlend.
Are you wrong about Japan?
Dan Carter and Mitesh Patel tackle some of the misconceptions about Japan, and look factors such as low carbon technology and inflation.
Asia Pacific for income & growth – but be selective
Asia Pacific continues to provide plenty of attractive growth and income opportunities. But an active approach is key, says Jason Pidcock, Head of Strategy, Asian Income.
Why 2022 could be a good year for Chinese equities
2021 was a difficult year for Chinese equities, but Vincent Che, Fund Manager, Ping An Asset Management, and Oliver Lee, Investment Director, explain why the backdrop is improving.