No more waiting: it’s time for change
In an article first published in ESG Clarity, Abbie Llewellyn-Waters assesses the state of progress on social policy and climate change.
ESG risks for credit investors: looking beyond the acronym
Fully embedding ESG factors into a corporate bond investment philosophy means considering longer term risks to issuers that the market may currently be under-pricing – or even ignoring.
Jupiter Merlin Weekly: Biden breaks new ground on Covid vaccine patent suspension
Biden’s plan to suspend Covid vaccine patents is laudable on humanitarian and pragmatic grounds, but may set a far-reaching precedent. The Merlin team give their view.
Jupiter Merlin Weekly: $6 trillion spending plans show Joe is far from ‘Sleepy’
Biden is in a hurry, pledging $6 trillion for Covid recovery, infrastructure rebuilds and the green economy. But will he succeed? The Merlin team give their view.
IG credit: bubble trouble, alpha opportunity, or both?
Current conditions in the sterling investment-grade corporate bond market warrant an approach that is active, pragmatic and risk aware. Those who embrace such a philosophy may discover some attractive alpha opportunities ahead.
India’s second wave
India’s second wave of Covid cases is a tragic situation that may take months to fully resolve, but there is light at the end of the tunnel.
Jupiter Merlin Weekly: Boris increases the stakes in the CO2 emissions poker game
The UK made bold promises on climate policy this week. But is Boris being honest about the costs? And what does ‘net zero’ actually mean? The Merlin team give their view.
Don’t Try to Predict Inflation, Prepare For It
Investors should devote less time to making market predictions and more to thinking about a range of potential outcomes, says Brad Slingerlend of NZS.
Reflation, Interest Rates and Risk
Ariel Bezalel, Talib Sheikh and Mark Nash discuss financial markets, rates, fiscal and monetary policy and where they see opportunities
Financial inclusion and fintech in emerging and frontier markets
Covid-19 has driven financial inclusion and the evolution of fintech. Ross Teverson explains why well-managed emerging and frontier market banks stand to benefit.