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.
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Merlin Weekly Macro: Debt and deficits plague the West
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?
Read time - 18 min.
26.07.2024
The Hitachi blueprint: corporate restructuring in Japan
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.
Read time - 9 min.
25.07.2024
Higher rates begin to bite
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.
Read time - 5 min.
23.07.2024
Merlin Weekly Macro: Can the US constitution endure Trump?
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.
Read time - 20 min.
19.07.2024
Emerging market debt: Will focus return to EM fundamentals?
Emerging market debt: Will focus return to EM fundamentals?
Investment managers Alejandro Arevalo and Reza Karim discuss their outlook on emerging market debt for the rest of 2024 and into 2025.
Read time - 5 min.
17.07.2024
The dollar and its rivals
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.
15.07.2024
Merlin Weekly Macro: Is NATO really as united as it claims?
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.
Read time - 21 min.
12.07.2024
Buybacks, inflation and making the case for UK equities
Buybacks, inflation and making the case for UK equities
Chris Morrison and Adrian Gosden say inflation trends, the pace of share buybacks and this month’s election are providing a supportive backdrop for UK equities.
Read time - 3 min.
12.07.2024
Merlin Weekly Macro: Government requires effective challenge
Merlin Weekly Macro: Government requires effective challenge
In the wake of Labour’s election victory, the Jupiter Merlin team assess what went wrong for the Tories and ask whether they can form an effective opposition.
Read time - 20 min.
09.07.2024
UK general election: our experts react
UK general election: our experts react
We asked some of our experts for their immediate reaction to the UK general election, to give an investment perspective on what the future may hold for the market.
Read time - 6 min.
05.07.2024
Webcast: A creative approach to credit investing
Webcast: A creative approach to credit investing
In this macro environment it helps if fixed income investors can adapt fast, with strategies that can flex as the facts change. Hilary Blandy discusses how distinctive product design helps make the Jupiter Monthly Income Bond Fund a corporate credit strategy that's probably unlike anything you currently hold.
05.07.2024
Square Mile podcast: Jupiter Asian Income Fund
Square Mile podcast: Jupiter Asian Income Fund
In this podcast find out why Asian equities hold significant attractions for income seekers. Watch this independently rated podcast by Square Mile today.
03.07.2024
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