Outlook 2024: Rampant debt and a rancorous election
The Jupiter Merlin team discuss their 2024 outlook, when central banks may battle with markets over policy. Meanwhile, an extraordinary US election approaches.
Outlook 2024: Japan’s radical restructuring
Dan Carter looks ahead to what 2024 may bring for investors in Japan, including continuing corporate reform and potentially a new Prime Minister.
Merlin Weekly Macro: Ukraine boredom is what Putin wants
The Jupiter Merlin team discuss how Putin is finally getting his wish, as the US appears to be losing its appetite for financially backing Ukraine.
Outlook 2024: Are bond markets heading for a maturity wall?
Hilary Blandy looks ahead to 2024, asking what makes the UK different on inflation and whether high yield bonds might crash into a ‘maturity wall’.
Outlook 2024: India’s booming as voters back pro-growth Modi
Avinash Vazirani expects India’s economy to build on its strengths in 2024, which should bode well for investors. Will Modi secure a third term as Prime Minister?
Merlin Weekly Macro: Is the Fed under political pressure?
The Jupiter Merlin team discuss the market reaction to the Federal Reserve’s latest call on interest rates, and ask whether Powell is under political pressure ahead of an election year in 2024.
Merlin Weekly Macro: Europe disunited by political crises
The Jupiter Merlin team discuss a recent spate of elections and political crises in Europe as the EU’s unity continues to come apart at the seams.
Emerging Markets Outlook – set to shine
Nick Payne examines how global emerging markets have performed in 2023 and looks at the opportunities ahead in the new year.
Outlook 2024: Why quality matters in European equities
Mark Nichols and Mark Heslop discuss investing in quality growth companies in Europe and how these companies are better able to manage macroeconomic challenges.
Outlook 2024: investing sustainably for the decades ahead
The Jupiter Global Sustainable Equities investment team reflect on the catalysts driving companies toward a more sustainable world.