US and EU ‘IRA’: made in China?

A USA flag and an European Union flag, with cracks between the flags

The EU’s efforts to catch up with the US’s massive move to support strategic green industries, jobs and clean technology signal a new era, writes Jupiter’s Environmental Solutions team.

Outlook 2023: Environmental solutions are crossing a watershed

Forest sky view

As financial markets struggle for direction, Jon Wallace and Noelle Guo discuss the unavoidable trends shaping the future.

Bonds: A story of twists and turns

A globe with index figures and line charts

Mark Nash, Huw Davies and James Novotny believe the turbulence faced by banks may spur central banks to reverse their restrictive monetary policy stance.

What Credit Suisse may mean for contingent capital and European banks

A man holds a Switzerland country flag with the background of floating stock figures which are falling

Luca Evangelisti and Paridhi Garg discuss the potential impact of the Credit Suisse sale on European banks, contingent capital and financials investing.

Is this banking crisis the same old story?

Bank

Since the Global Financial Crisis, regulators and policy makers have worked to avoid a repeat. Yet banks are in trouble again. Is this the same old story?

Reflecting on reflections from Japan

Reflections through the lens of Fuji mountain in Japan

Dan Carter considers the challenges Japanese equites face and outlines the approach he has taken to overcoming these as an investor in the asset class.

Budget reaction: A glass half full Budget for the optimists

A red briefcase against the backdrop of coins

Richard Buxton assesses Jeremy Hunt’s first full budget, in which the Chancellor sought to incentivise companies to invest in and encourage re-participation in the workforce.

Calm before a golden M&A storm?

large truck used for mining

Ned Naylor-Leyland discusses the recent uptick in merger and acquisition activity among gold miners and whether the trend has further to go.

Notes from the Investment Floor: European companies are upbeat on 2023

An flying aeroplane in the backdrop against the sky with clouds

Mark Nichols says European companies are reporting positive trends on demand, pricing and the impact of China’s reopening.

Notes from the Investment Floor: The mood music is starting to lift

Person playing air guitar

Jon Wallace looks at the impact that a moderation in inflation, and structurally higher energy prices, are having on environmental solutions businesses.