As inflation rates in most major economies start to converge, will central banks release their grip on interest rates?
Jason Pidcock and Sam Konrad explain why they think Australia offers some of the best equity income opportunities in the Asia Pacific region, and arguably, the world.
Jason Pidcock and Sam Konrad discuss the AI theme in the Asia Pacific (ex Japan) region and highlight where they’re finding some of the most attractive tech opportunities.
The Value Equities team provide an insight into the companies they have engaged with in 2023 as part of their annual stewardship report.
Jason Pidcock and Sam Konrad explain why they think Australia offers some of the best equity income opportunities in the Asia Pacific region, and arguably, the world.
The Jupiter Merlin team discuss their 2024 outlook, when central banks may battle with markets over policy. Meanwhile, an extraordinary US election approaches.
Mark Nichols and Mark Heslop discuss investing in quality growth companies in Europe and how these companies are better able to manage macroeconomic challenges.
Guy de Blonay discusses why he thinks the macroeconomic and market backdrop could improve for financials and financial technology stocks as 2024 progresses.
What can we expect from Asia Pacific (ex Japan) equity markets in 2024? Jason Pidcock and Sam Konrad give their views and discuss where they’re finding opportunities.
Signs of fragility are emerging in the global economy, particularly developed countries, which could prompt central banks to be less hawkish, say Ariel Bezalel and Harry Richards.
Ned Naylor-Leyland explains how amidst a global shift away from fiat currencies, gold is poised to re-emerge as the ultimate risk-free asset, signaling a paradigm shift in monetary risk perception.
The US government lurches from one ‘debt ceiling’ deadline to the next, while the eurozone once again grapples with spiralling Italian bond yields. Where can investors seek attractive opportunities in a world that seems to be perpetually in crisis mode?
Is the US dollar gold price poised for a sustained rally? What do higher for longer and geopolitical risk mean for gold and silver? Ned Naylor-Leyland and Dominik Issler discuss the market dynamics and outlook for monetary metals and miners.
As the UK and others look towards future elections, will the aspiring governments of tomorrow have fiscal headroom to enact meaningful change?
With the global economy perhaps headed for recession, where can investors find secular growth opportunities?
Where can equity income investors find the most attractive combination of income and growth in a world of higher inflation and higher interest rates?
Ariel Bezalel and Harry Richards, investment managers of the Jupiter Strategic Bond strategy, outline their macro thesis and current view of markets.
The best President, or the least worst? Exactly a year before the 2024 US election, the Jupiter Merlin team analyses a likely Biden/Trump rematch.
This Merlin Weekly Macro looks at the appalling events in the Middle East and how markets have reacted, while asking what this could mean regarding US support for Ukraine.
This Merlin Weekly Macro looks at government debt problems in the US, as Biden’s administration continues to “Go real big” on both spending and borrowing.