Remoteness: Accessing the best of emerging markets
Jason Pidcock and Sam Konrad discuss the theme of “remoteness” and highlight where they’re finding the most attractive emerging market opportunities in Asia Pacific.
Investing in an age of data overload
Amadeo Alentorn, lead investment manager, systematic equities, discusses how to make investment decisions in a world increasingly driven by large amounts of data.
Merlin Weekly Macro: A threat to the rules-based order
The Jupiter Merlin team assess the existential threats faced by Ukraine and Israel, and the challenges posed by nations who wilfully defy the rules-based order.
Global government bonds: opportunities & diversification in emerging markets
Vikram Aggarwal on the outlook for sovereign bonds as inflation eases, the growth of emerging market local-currency bonds and current idiosyncratic opportunities.
Merlin Weekly Macro: Interpreting the Fed’s policy signals
The Jupiter Merlin team attempt to decipher the Federal Reserve’s recent comments, which reveal much about the quandary in which the US finds itself.
Merlin Weekly Macro: The rehabilitation of The Iron Lady
The Jupiter Merlin team discuss the rehabilitation of Margaret Thatcher’s political reputation, and ask whether Rachel Reeves’s economic plans are realistic.
Australia: The world’s most attractive developed market?
Jason Pidcock and Sam Konrad explain why they think Australia offers some of the best equity income opportunities in the Asia Pacific region, and arguably, the world.
Merlin Weekly Macro: Old challenges for any new government
The Jupiter Merlin team discuss how Starmer’s Labour might govern the UK differently, and ask whether they would have any more success at ‘getting things done’?
War and Peace? The Preoccupations of an Unstable World (contains audio)
Alastair Irvine’s latest geopolitics review takes stock of a world at its most dangerous for at least four decades and assesses the investment implications.
Jupiter Merlin Weekly: Hunt’s budget pleases hardly anyone
The Jupiter Merlin team discuss the Chancellor’s election-year budget and unimaginative fiscal policy and what a Labour administration may mean for government finances.