Jupiter Merlin Weekly: The central bank conundrum
The future of QE is a puzzle to which it seems no one has a convincing answer. Despite that, it is one of the most important issues facing investors.
Capturing the change in emerging and frontier market consumption
Ross Teverson and Matthew Pigott examine the opportunities presented by changing trends among emerging and frontier market consumer behaviour.
Monetary Metal Matters – Sink or Swim for the LBMA?
Ned Naylor-Leyland looks at the implications of the Basel 3 framework for the Gold market, as the possible end of the LBMA-led status quo approaches.
Jupiter Merlin Weekly: Is net-zero by 2050 good enough?
A court has ruled against Royal Dutch Shell’s carbon emissions plan based on the Paris Climate Accord. The Merlin team give their view on the implications.
The inflation illusion? Why deflationary forces still dominate
Ariel Bezalel and Harry Richards discuss whether inflationary pressures are likely to be cyclical or structural.
European equities: A look back and a look ahead
Mark Nichols and Mark Heslop, fund managers in the Jupiter European growth strategy, discuss market activity and positioning.
Jupiter Merlin Weekly: The increasing complexities of modern central banking
The Merlin team give their view on the role that central banks now play, as they no longer merely concentrate on core inflation, as policy takes on political angles.
The Enduring Lustre of Gold and Silver
Ned Naylor-Leyland discusses why the outlook may be favourable for monetary metals and why it’s an interesting time for gold and silver miners.
Silver keeps its shine
Ned Naylor-Leyland explains why silver spot prices remain strong.
Note from the Investment Floor – Can the US decarbonise its energy?
Jon Wallace outlines some of the challenges ahead if the US is to meet its “borderline physically possible” clean energy targets.