No need to fear the deer: why stagflation is not a long-term concern for fixed-income investors
Ariel Bezalel, Head of Strategy, Fixed Income at Jupiter Asset Management, explains why investors should not be worried about the threat of stagflation.
Jupiter Merlin Weekly: Weaponizing energy markets
The Jupiter Merlin team discuss the how energy is exploited for geopolitical gain, and the risks countries face from having an insecure energy supply.
Stablecoin scrutiny offers clues to cryptocurrency regulation
Governments are watching the growth of stablecoins, says NZS Capital’s Brad Slingerlend. How they are regulated may provide pointers to the future of cryptocurrency.
Notes from the Investment Floor: Is Evergrande China’s Lehman moment?
Nick Payne assesses the latest developments in the Evergrande saga, while Matt Cable discusses a thriving UK IPO market.
Jupiter Merlin Weekly: How to make a drama out of a crisis
The Jupiter Merlin team discuss the UK’s fuel crisis, China’s economic slump, and central banks that have all their fingers crossed that they’re right about inflation.
Inflation: demographics, narrative, and the snow globe economy
Ariel Bezalel, Ned Naylor-Leyland and Talib Sheikh examine the inflation debate and the implications it has for their asset classes.
Generating returns in a zero-yield world
Mark Nash discusses alternative ways for fixed income investors to generate returns in a zero-yield world, through flexibility and controlled risk management.
Notes from the Investment Floor: A grim economic outlook?
Vikram Aggarwal analyses what the Evergrande crisis and a deteriorating economic outlook means for the overall market environment.
Jupiter Merlin Weekly: Evolution or revolution in China?
China’s re-socialisation: evolutionary or revolutionary? The Jupiter Merlin team analyses the bigger picture behind the Evergrande collapse.
A strategy for all seasons
Mark Nash explains the merits of an ‘absolute return’ approach to fixed income, in an era of dramatically changed policymaking when fundamentals are no longer enough.