Ariel Bezalel and Harry Richards examine the prospects for global growth and what that might mean for fixed income markets.
Investment managers Jason Pidcock and Sam Konrad explain why they like Singapore, as it offers emerging market exposure with developed market quality and governance.
Investment managers Jason Pidcock and Sam Konrad explain their quality income style and discuss the company characteristics they look for.
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.
The Jupiter Merlin team discuss the trend towards more state intervention in pricing. Can price controls ever work, and what are the side effects?
Here’s a look at what some of our fund managers think about whether the US dollar’s hegemony could be challenged anytime soon.
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.
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?
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?
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?
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.
Jupiter Merlin Webcast: Rather than the famous ‘wall of worry’ investors have been climbing a mountain. So where are the best long-term opportunities?
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.
The Jupiter Merlin team consider the data that’s challenging central bankers’ plans to reduce interest rates and reassert their authority over the economy.
Ned Naylor-Leyland and Daniel March explain the benefits behind having an allocation to silver and how this can affect fund performance
Mark Nichols and Mark Heslop discuss high-quality, cash-generative, growth companies in Europe and why these stocks offer diversification potential for global investors.
Jason Pidcock and Sam Konrad explain why they think their Asian Equity Income strategy is well positioned for a range of scenarios, given its diversified exposure.
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.