Merlin Weekly Macro: Do you hear the drums of discontent?
As French voters express discontent and in the US President Biden faces questions over his future, the Jupiter Merlin team address the investment implications.
Why healthcare and telecoms stand out in US high yield credit
Chris Lau and David Rowe discuss the US high yield credit market and why they see opportunities in some healthcare and telecoms bonds.
Merlin Weekly Macro: Spotlight on Labour’s economic plans
With Labour set for a large majority as Sunak’s electoral gambit fails, the Jupiter Merlin team discuss the economic plan of the UK’s government-in-waiting.
Emerging market debt: Correcting six common misconceptions
Investment managers Alejandro Arevalo and Reza Karim discuss – and correct – some of the most common misunderstandings about the emerging market debt asset class.
Merlin Weekly Macro: NATO’s disunited ‘Band of Brothers’
The Jupiter Merlin team discuss the fractured relationships within NATO, as key leaders lose popularity at home and support for Ukraine comes under threat.
No free lunch: is a science of the stock market possible?
Complex systems and econophysics are intriguing and expanding fields of research that in time may lead to new signals to be incorporated in our investment model, say Amadeo Alentorn, Lead Investment Manager, and Matus Mrazik, Investment Manager, overseeing the academic research programme, Jupiter Merian Global Equity Absolute Return strategy.
Merlin Weekly Macro: On tax, the devil is in the detail
The UK election talk about tax continues with precious little clarity. How big might the Labour majority be, and will the Tories form an effective opposition?
Modi’s re-election augurs well for reforms
Avinash Vazirani and Colin Croft say India offers a compelling choice for long-term investments as Modi stays as the prime minister for another five-year term.
UK equities are back on the radar
Adrian Gosden and Chris Morrison say UK equities are attracting attention in global markets and discuss what this may mean for equity income investors.
The importance of diversification
Jason Pidcock and Sam Konrad explain why they think their Asian Equity Income strategy is well positioned for a range of scenarios, given its diversified exposure.