Opportunities in impact investing for climate change
Jon Wallace explains how the pace of action to halt climate change must step up dramatically and the challenges and investment opportunities that may result.
Jupiter Merlin Weekly: Eurozone hooked on the monetary methadone the ECB cannot resist dispensing
While several peers are already tapering quantitative easing, or have announced the intention of doing so, the ECB is determinedly heading in the opposite direction.
Notes from the Investment Floor: Staying positive on US high yield
Charlie Spelina, Credit Analyst, discusses the performance of US high yield this year, why he sees room for further growth and what themes that may play out in H2.
How to engage and influence companies for a winning strategy
Edward Bonham Carter, director of stewardship and corporate responsibility, Ashish Ray, head of governance & sustainability, and Andrew Mortimer, governance & sustainability analyst, shine a light on how we effect behavioural change in companies for the benefit of our investors and the wider world.
Jupiter Merlin Weekly: Brussels’ pre-emptive climate change strike
Will the race to decarbonise radically change global trade? The EU’s latest policy proposals have would have profound trade consequences. The Merlin team give their view.
Staying active, pragmatic and risk aware in corporate bonds
Adam Darling and Harry Richards discuss the investment philosophy of the UK corporate bond strategy and how they read the current market.
Jupiter Merlin Weekly: Central banks on differing paths
The Merlin team discuss conflicting messages around inflation, and the differing approaches taken by central banks across the world.
Jupiter Merlin Weekly: Geopolitics and long-term risk
The Merlin team discuss geopolitics this week, as G7 leaders unveiled the “Build Back Better World” initiative and the Royal Navy entered disputed waters.
The art of fundamental sustainability analysis
At a time when the imperative for sustainable investing been higher, Freddie Woolfe explains what fundamental sustainability analysis really entails.
Notes from the Investment Floor – Credit spreads heading even narrower?
Hilary Blandy discusses the trend towards structurally lower default rates and the possible implications this could have for credit spread ranges in future.