Jupiter

26 June 2025
Merlin Weekly Macro: Raging wars, calm markets
Merlin Weekly Macro: Raging wars, calm markets

The Jupiter Merlin team discusses the uncertainty stemming from geopolitical conflicts and tensions.

29 May 2025
Jupiter Merlin Monthly Webcast
Jupiter Merlin Monthly Webcast

Join us on Wednesday 7th May for the monthly Jupiter Merlin webcast, where the team will discuss how the portfolios are positioned in response to the recent volatility we have seen across global markets. Hear how the Jupiter Merlin Portfolios are structured to mitigate risk and how the team monitor the changing economic backdrop to identify and take advantage of the opportunities. For professional investors only. Capital at risk.

28 May 2025
Merlin Weekly Macro: China, Russia, and the emerging geopolitical reality
Merlin Weekly Macro: China, Russia, and the emerging geopolitical reality

The Jupiter Merlin Team says that the growing strategic divide is not without costs to the world.

23 May 2025
Merlin Weekly Macro: Is Reform ready to govern?
Merlin Weekly Macro: Is Reform ready to govern?

The Jupiter Merlin Team throws the spotlight on Reform in the wake of the local election results.

26 May 2025
What's behind the rally in the gold price?
What's behind the rally in the gold price?

What's behind the rally in the gold price?

23 May 2025
A stealth bull market for gold, silver and miners
A stealth bull market for gold, silver and miners

Ned Naylor-Leyland discusses the market for gold and silver and mining stocks and why many investors may be looking to increase their allocations.

21 May 2025
Engine Room 1Q 2025 edition
Engine Room 1Q 2025 edition

Alex Savvides, Stephanie Geary and Siddharth Sukumar provide extended commentary about the market and their UK Dynamic Equity strategy during the quarter.

8 May 2025
China's tariff challenges: a closer look
China's tariff challenges: a closer look

Jason Pidcock and Sam Konrad discuss the impact of US tariffs, why they avoid investing in China and why they believe Asia remains an important market for equity income

7 May 2025
Merlin Weekly Macro: Trump and the new world disorder
Merlin Weekly Macro: Trump and the new world disorder

The Jupiter Merlin team takes stock of Trump’s tariff tirade and geopolitical moves as he completes three months in office.

8 April 2025
Trump's reciprocal tariffs: Our fixed income experts react
Trump's reciprocal tariffs: Our fixed income experts react

US President Donald Trump’s tariff blitz has rattled global markets, prompting investors to rush to haven assets. Some of our fixed income experts take a look at what the ensuing uncertainty means for the real economy as well as the sovereign and corporate bond markets.

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.