Jupiter

6 February 2025
More momentum for gold & silver investing?
More momentum for gold & silver investing?

Ned Naylor-Leyland discusses recent gains for gold and silver, and why he expects to see more momentum in the market for precious metals.

4 February 2025
Merlin Weekly Macro: Is the UK government all at sea on growth?
Merlin Weekly Macro: Is the UK government all at sea on growth?

The Jupiter Merlin team look at the struggles of the UK’ Labour government to instil economic confidence.

4 February 2025
Outlook 2025: UK value investing through business transformation
Outlook 2025: UK value investing through business transformation

Alex Savvides, Stephanie Geary and Siddharth Sukumar say their UK equity strategy aims to generate returns from transforming companies - and sweating the details.

4 February 2025
Merlin Weekly Macro: 'Here's Donny!' – Trump at Davos
Merlin Weekly Macro: 'Here's Donny!' – Trump at Davos

The Jupiter Merlin team consider Donald Trump’s appearance at Davos, the MAGA ideology, and the potential impact of trade tariffs.

13 December 2024
Outlook 2025: Global economy faces strong headwinds for growth
Outlook 2025: Global economy faces strong headwinds for growth

Ariel Bezalel and Harry Richards examine the prospects for global growth and what that might mean for fixed income markets.

18 September 2024
Singapore: The best of both worlds
Singapore: The best of both worlds

Investment managers Jason Pidcock and Sam Konrad explain why they like Singapore, as it offers emerging market exposure with developed market quality and governance.

16 September 2024
Asia Pacific equities: A "quality income" approach
Asia Pacific equities: A "quality income" approach

Investment managers Jason Pidcock and Sam Konrad explain their quality income style and discuss the company characteristics they look for.

12 September 2024
Merlin Weekly Macro: Should you be worried about German politics?
Merlin Weekly Macro: Should you be worried about German politics?

The Jupiter Merlin team discuss seismic election results in Germany, as parties on the extreme ends of left and right have big success in state elections.

12 September 2024
Merlin Weekly Macro: Can price controls ever work?
Merlin Weekly Macro: Can price controls ever work?

The Jupiter Merlin team discuss the trend towards more state intervention in pricing. Can price controls ever work, and what are the side effects?

20 August 2024
The dollar and its rivals
The dollar and its rivals

Here’s a look at what some of our fund managers think about whether the US dollar’s hegemony could be challenged anytime soon.

20 August 2024
Merlin Weekly Macro: How clean can electricity become?
Merlin Weekly Macro: How clean can electricity become?

The Jupiter Merlin team look at the government’s infrastructure and clean energy plans, including carbon-zero electricity production, and where the challenges may be.

9 August 2024
Merlin Weekly Macro: Stock markets get the jitters
Merlin Weekly Macro: Stock markets get the jitters

The Jupiter Merlin team discuss the rapid movements in stock markets, in particular Japan, over the past several days. What does this mean for investors?

7 August 2024
Merlin Weekly Macro: A battle of wills on interest rates
Merlin Weekly Macro: A battle of wills on interest rates

The Jupiter Merlin team discuss the Bank of England’s decision to cut interest rates. How fast – and how far - might rates fall from here?

29 July 2024
Merlin Weekly Macro: Debt and deficits plague the West
Merlin Weekly Macro: Debt and deficits plague the West

The Jupiter Merlin team discuss the economic prospects of the world’s major economies. Can the highly indebted West grow enough to fund spending plans?

24 July 2024
Merlin Weekly Macro: Can the US constitution endure Trump?
Merlin Weekly Macro: Can the US constitution endure Trump?

The Jupiter Merlin team examine the state of US politics, as Trump survives an assassination attempt and Biden continues to come under pressure to withdraw.

10 June 2024
Jupiter Merlin Webcast: Climbing a mountain of worry
Jupiter Merlin Webcast: Climbing a mountain of worry

Jupiter Merlin Webcast: Rather than the famous ‘wall of worry’ investors have been climbing a mountain. So where are the best long-term opportunities?

5 June 2024
Merlin Weekly Macro: The election race is on
Merlin Weekly Macro: The election race is on

The UK goes to the polls on 4 July to elect a new government. Could economic data boost Tory chances? The Jupiter Merlin team assess the factors at play.

13 June 2024
Merlin Weekly Macro: Central bankers in a bind
Merlin Weekly Macro: Central bankers in a bind

The Jupiter Merlin team consider the data that’s challenging central bankers’ plans to reduce interest rates and reassert their authority over the economy.

10 June 2024
Finding the silver lining: The reasons behind a strategic allocation to silver in a Gold & Silver fund
Finding the silver lining: The reasons behind a strategic allocation to silver in a Gold & Silver fund

Ned Naylor-Leyland and Daniel March explain the benefits behind having an allocation to silver and how this can affect fund performance

6 June 2024
The European equities equation: quality, growth, diversification
The European equities equation: quality, growth, diversification

Mark Nichols and Mark Heslop discuss high-quality, cash-generative, growth companies in Europe and why these stocks offer diversification potential for global investors.