Jupiter

3 December 2025
Outlook 2026: A diversified and flexible approach to core equities markets
Outlook 2026: A diversified and flexible approach to core equities markets

Jupiter investment experts in European Equities and World Equities discuss what 2026 may have in store for markets.

3 December 2025
Outlook 2026: What are the prospects for fixed income investing in the months ahead
Outlook 2026: What are the prospects for fixed income investing in the months ahead

Some of Jupiter’s leading investment experts give their view on what 2026 may have in store for fixed income investors.

3 December 2025
Outlook 2026: Where to find income from equities and bonds
Outlook 2026: Where to find income from equities and bonds

Some of Jupiter’s leading investment experts discuss what 2026 may have in store for equities markets.

3 December 2025
Outlook 2026: Trump backed into a corner, and debt still dominates
Outlook 2026: Trump backed into a corner, and debt still dominates

The Jupiter Merlin team look ahead to 2026. Will Trump be backed into a corner after the US mid-terms, and will governments finally get a handle on their debt nightmare?

3 December 2025
Outlook 2026: UK equities for income and idiosyncratic returns
Outlook 2026: UK equities for income and idiosyncratic returns

Some of Jupiter’s leading investment experts discuss what 2026 may have in store for equities markets.

3 December 2025
Outlook 2026: Building portfolio resilience with uncorrelated assets
Outlook 2026: Building portfolio resilience with uncorrelated assets

As 2026 approaches, three of our leading alternative investment managers explain why uncorrelated assets are worth considering, in order to enhance the robustness of a portfolio.

29 September 2025
Finding quality income in Asian equities
Finding quality income in Asian equities

Jason Pidcock and Sam Konrad discuss Asia ex-Japan equity income investing in the current macro-economic environment and why they like gold, Singapore and technology stocks.

 

29 September 2025
Merlin Weekly Macro: France's fiscal woes expose Eurozone faultlines
Merlin Weekly Macro: France's fiscal woes expose Eurozone faultlines

The Jupiter Merlin team discusses the turmoil in France and how this once again puts the Eurozone’s shaky foundations in the spotlight.

29 September 2025
Merlin Weekly Macro: Fiscal folly, global tensions drive debt costs up
Merlin Weekly Macro: Fiscal folly, global tensions drive debt costs up

The Jupiter Merlin team discusses rising bond yields driven by fiscal pressures and mounting geopolitical tensions.

27 August 2025
Merlin Weekly Macro: A taxonomy of the UK political scene
Merlin Weekly Macro: A taxonomy of the UK political scene

The Jupiter Merlin team analyses the arguments shaping the 2029 election, the least predictable in years.

28 August 2025
Merlin Weekly Macro: VJ Day and what's at stake in Ukraine
Merlin Weekly Macro: VJ Day and what's at stake in Ukraine

The Jupiter Merlin team analyse the implications of war in Ukraine and the Trump-Putin negotiations taking place on the anniversary of Japan’s surrender in 1945.

1 September 2025
Merlin Weekly Macro: Fishing for answers at Jackson Hole
Merlin Weekly Macro: Fishing for answers at Jackson Hole

The Jupiter Merlin team examines the challenges confronting central bankers as they gather in Wyoming.

29 August 2025
Video: Four global risks investors should watch
Video: Four global risks investors should watch

Video: Four global risks investors should watch

26 August 2025
Engine Room
Engine Room

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

26 August 2025
Gold, Silver and the Miners: Further to go?
Gold, Silver and the Miners: Further to go?

Ned Naylor-Leyland discusses his market views on gold and its "higher beta cousins’’ - silver and the shares of gold and silver mining companies.

24 July 2025
Merlin Weekly Macro: Will Trump deadlines sour the summer party?
Merlin Weekly Macro: Will Trump deadlines sour the summer party?

The Jupiter Merlin team examines what’s in store as major equity markets remain exuberant, while the bonds markets stay cautious amid mounting global risks.

23 July 2025
Questioning US exceptionalism
Questioning US exceptionalism
11 July 2025
Can global financials maintain the momentum?
Can global financials maintain the momentum?

Guy de Blonay discusses the outlook for global financial equities, including the impact of US trade policies, where he sees the best opportunities and the biggest risks.

11 July 2025
Fixed income opportunities in a chaotic and uncertain world
Fixed income opportunities in a chaotic and uncertain world

Ariel Bezalel and Harry Richards analyse Trump’s policies and what that may mean for the economy and markets.

10 July 2025
The age of uncertainty
The age of uncertainty

Current geopolitical, economic and market conditions mean that investors should consider including alternatives for diversification, argue Amadeo Alentorn, Head of Systematic Equities, Mark Nash, Investment Manager, Fixed Income – Alternatives, and Ned Naylor-Leyland, Investment Manager, Gold & Silver.