Tag: UK Economy

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JP’s Journal: Booming Britain?

Booming Britain? Well not quite, but a pleasant surprise nonetheless. UK...

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Navigating Macroeconomic Volatility in UK Infrastructure Funds

The inherent benefits of infrastructure as an investible asset class...

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JP’s Journal: Scapegoats and Ice Cream

There is a small gallery on the Wirral that houses...

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Central Banks Continue to Tighten, and Fireworks Not Over Yet

US Federal Reserve The Federal Reserve (Fed) raised rates by...

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JP’s Journal: Recession Delayed – Not Cancelled

Last week saw three UK by-elections in constituencies previously held...

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Reinvestment Risk Growing, Along with the Soft Landing Narrative

After years of rates being close to or below zero...

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UK Inflation Sees Downside Surprise, But Bank of England Still on Hiking Path

Consumer Price Index (CPI) fell to 7.9% year-on-year in June...

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UK Equity Income Bulletin

UK inflation exceeded expectations, but the Fund offers attractive growth...

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Confounding Inflation

Clive Beagles, senior fund manager, JOHCM UK Equity Income Markets...

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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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