Tag: Inflation

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Assessing Our Inflation Toolkit

Reviewing the performance of our inflation hedges in the Asset...

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What Investors Need to Know About a US Eecession, China’s Recovery, and Eurozone Inflation

Key takeaways US recession? Data suggests the US economy is...

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Jupiter Merlin Weekly: Governor to Chancellor, an Imaginary Letter

The Jupiter Merlin team imagine what the Bank of England...

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Take Two: Inflation Eases in US and China, UK Hikes Rates Again

What do you need to know? US annual inflation eased...

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The Investment Dangers Lurking Beneath

Persistent inflation may be here to stay and though interest...

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UK Consumer Price Index: Quite a Bit Stronger than Expected… Again

At least headline Consumer Price Index (CPI) inflation actually fell...

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Capital Market Line: With Free Money Behind Us, What Lies Ahead?

After more than a decade of monetary policy that would...

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A Tough Backdrop Allows ESG to Show its Worth

Runaway inflation, geopolitics and market volatility conspired to ensure 2022...

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Why Dividends Count

Inflation jumped to 9.2%1 in February (8.8% in January) – a surprise...

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What Does a Higher Inflation World Mean for Dividends?

We look at the impact of higher inflation on dividends...

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