The Jupiter Merlin team discusses the uncertainty stemming from geopolitical conflicts and tensions.
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.
The Jupiter Merlin Team says that the growing strategic divide is not without costs to the world.
The Jupiter Merlin Team throws the spotlight on Reform in the wake of the local election results.
What's behind the rally in the gold price?
Ned Naylor-Leyland discusses the market for gold and silver and mining stocks and why many investors may be looking to increase their allocations.
Alex Savvides, Stephanie Geary and Siddharth Sukumar provide extended commentary about the market and their UK Dynamic Equity strategy during the quarter.
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
The Jupiter Merlin team takes stock of Trump’s tariff tirade and geopolitical moves as he completes three months in office.
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.
Ned Naylor-Leyland discusses recent gains for gold and silver, and why he expects to see more momentum in the market for precious metals.
The Jupiter Merlin team look at the struggles of the UK’ Labour government to instil economic confidence.
Alex Savvides, Stephanie Geary and Siddharth Sukumar say their UK equity strategy aims to generate returns from transforming companies - and sweating the details.
The Jupiter Merlin team consider Donald Trump’s appearance at Davos, the MAGA ideology, and the potential impact of trade tariffs.
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.