Merlin Weekly Macro: How clean can electricity become?
The Jupiter Merlin team look at the government’s infrastructure and clean energy plans, including carbon-zero electricity production, and where the challenges may be.
Jupiter Japan Income – a core approach to Japanese equities
Dan Carter and Mitesh Patel examine the recent performance trends in Japanese equities, how it effects their strategy, and what the future may hold.
Merlin Weekly Macro: Stock markets get the jitters
The Jupiter Merlin team discuss the rapid movements in stock markets, in particular Japan, over the past several days. What does this mean for investors?
Merlin Weekly Macro: A battle of wills on interest rates
The Jupiter Merlin team discuss the Bank of England’s decision to cut interest rates. How fast – and how far – might rates fall from here?
Merlin Weekly Macro: Debt and deficits plague the West
The Jupiter Merlin team discuss the economic prospects of the world’s major economies. Can the highly indebted West grow enough to fund spending plans?
The Hitachi blueprint: corporate restructuring in Japan
Dan Carter and Mitesh Patel examine some corporate restructuring stories in Japan, where much progress has already been made but the market is hungry for more.
Higher rates begin to bite
Ariel Bezalel and Harry Richards discuss how the US economy is finally feeling the impact of higher rates and where they see value across the fixed income spectrum.
Merlin Weekly Macro: Can the US constitution endure Trump?
The Jupiter Merlin team examine the state of US politics, as Trump survives an assassination attempt and Biden continues to come under pressure to withdraw.
The dollar and its rivals
Here’s a look at what some of our fund managers think about whether the US dollar’s hegemony could be challenged anytime soon.
Merlin Weekly Macro: Is NATO really as united as it claims?
As NATO leaders met to discuss affairs one absent figure cast a shadow over the event. The Jupiter Merlin team ask what a Trump presidency would mean for NATO.