Generating alpha for planet, people and profit
Sustainability is at the core of the debate among policy makers and asset managers now, thanks to mounting environmental risks and a sharp focus on social issues
Jupiter Merlin Weekly: Has the Fed moved the monetary goalposts?
The Merlin team discuss the Federal Reserve’s shift in policy, political arguments in the US and EU, and ask what happens beyond the Covid economic recovery.
A gold investor’s view of inflation, crypto assets and real money
Ned Naylor-Leyland comments on gold and silver, inflation, digital currencies and the changing monetary system.
Zero trust: the vaccine for the other pandemic
Organisations need to work on the assumption that cyberattacks are inevitable, says Brad Slingerlend, co-founder and investor at NZS Capital.
Stay nimble, alert and flexible: our mantra for a reflationary world
A strategy that invests in assets across the spectrum is the best answer to tide over a reflationary world following stimulus to contain coronavirus upheaval.
Staying Consistent and Finding Quality in European Small Companies
Mark Heslop and Phil Macartney discuss the first year of the strategy and how they find high-quality smaller European companies to invest in.
Three years on – forging a path less trodden for a sustainable strategy
As the Covid-19 crisis continues to grip the world, confronting climate crisis, bridging social inequality and ensuring a sustainable future is more essential than ever.
Jupiter Merlin Weekly: Inflationary pressures mount
The Merlin team address the topic of inflation, as more data emerges showing sharp rises in headline rates. But is this merely a quirk of data or something long lasting?
Silver: A Populist Metal for a Populist Era
Ned Naylor-Leyland says silver, the populist monetary metal, is poised to become even more popular.
Credit ratings: back in the spotlight?
It pays to “do your own homework” and avoid generalisations when considering corporate credit ratings.