Macro Monitor: The Fed’s dilemma
Jupiter’s Fixed Income Alternatives team discuss the potent mixture of low growth and high inflation, which continues to animate global bond markets.
Jupiter Merlin Weekly: Net zero initiatives will touch every sector
As COP26 speeches end and the hard negotiating begins, the Jupiter Merlin team look at the as-yet unknown and unquantifiable consequences of these revolutionary times.
Notes from the Investment Floor: The global economy is on the mend
Mark Richards says any policy tightening should be seen more as withdrawal of extremely accommodative policies rather than the start of a hiking cycle.
Biodiversity: Sustainable investing’s new frontier?
Abbie Llewellyn-Waters, Head of Sustainable Investing, explains why Biodiversity is the next big theme for sustainable investing.
Let’s hope for a mild winter
Richard Buxton says the Chancellor’s budget was helped considerably by better-than-expected forecasts for economic growth but beware of economic headwinds such as higher fuel costs.
Go with the FLO: a new alpha model factor
Jupiter’s Systematic Equities team has explored the potential of analysing portfolio allocations and fund flows data, resulting in a new factor for their alpha model.
Jupiter Merlin Weekly: Brussels’ war of words with Warsaw
As the war of words heats up between Brussels and Warsaw, the Jupiter Merlin team analyses the deep-seated issues facing the bloc on its journey up a political dead end.
Notes from the Investment Floor: Markets grapple with stagflation
James Novotny discusses stagflation and asks whether central banks are about to make a mistake.
COP 26: What to expect from climate change’s key event
Abbie Llewellyn-Waters, Head of Sustainable Investing, looks ahead to the landmark summit and shares what investors should look out for.
A politician’s politician: is Kishida a missed opportunity for Japan?
Dan Carter and Mitesh Patel outline the ramifications of the appointment of Fumio Kishida as Japanese Prime Minister. He’s a “politician’s politician”, but will a Kishida premiership be a missed opportunity for Japan?