As the Bank of England chief economist says Britons must accept they are poorer, the Jupiter Merlin team discuss the predicament facing central banks.
The Jupiter Merlin team discuss the results of COP26, as well as the continuing struggles of central banks to frame policy regarding inflation.
A yield of c3.5% on the US 30-Year Treasury says that a fairly trifling return is all the compensation needed for the coming three decades of geopolitical earthquakes and economic ructions. Are risks being foolishly ignored, or is this a classic case of markets ‘climbing a wall of worry’?
Jon Wallace discusses innovations in detecting methane and the importance of an agreement by major nations to reduce emissions of this harmful gas.
Phil Macartney says an indiscriminate selloff in European small caps has created opportunities to invest in undervalued companies with robust fundamentals.
Inflation remains transitory, but it’s putting central banks under pressure and at risk of making a policy mistake, says Ariel Bezalel, Head of Strategy, Fixed Income.
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?
The Jupiter Merlin team discuss the policy landscape in the US, where the White House and the Federal Reserve seem at odds over how to deal with rising inflation.
The Jupiter Merlin team look at a dramatic week in markets, as cracks appear in the banking sector and the credibility of the US Federal Reserve hangs in the balance.
As COP26 speeches end and the hard negotiating begins, the Jupiter Merlin team look at the as-yet unknown and unquantifiable consequences of these revolutionary times.
As financial markets struggle for direction, Jon Wallace and Noelle Guo discuss the unavoidable trends shaping the future.
The Jupiter Merlin team discuss the policy landscape in the US, where the White House and the Federal Reserve seem at odds over how to deal with rising inflation.
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.
As COP26 speeches end and the hard negotiating begins, the Jupiter Merlin team look at the as-yet unknown and unquantifiable consequences of these revolutionary times.
With uncertainties over inflation and rates, how should investors navigate bond markets? In this video, Matthew Morgan, Head of Fixed Income, asks Ariel Bezalel and Mark Nash for their views.
There are many misconceptions about the equities market in smaller and midsize companies in the UK.
Harry Richards gives an overview of Jupiter’s sterling investment grade bond strategy, how the investment process works, and how the team seek to generate alpha.
The Jupiter Merlin team discuss the UK’s fuel crisis, China’s economic slump, and central banks that have all their fingers crossed that they’re right about inflation.
In the wake of the Australian submarine row with France, the Jupiter Merlin team examines how schisms in the western defence alliances can have far-reaching consequences.
Jason Pidcock gives an overview of Jupiter’s Asian equity income strategy, how the investment process works, and how the team seek to generate alpha.