Jupiter

8 February 2023
Jupiter Merlin Webcast: Is the worst of inflation over?
Jupiter Merlin Webcast: Is the worst of inflation over?

In this webcast, the Jupiter Merlin team will assess the investment landscape as we end 2022 with central banks suggesting they will slow the pace of interest rate rises. Inflation was the dominant economic factor of 2022 … but will it subside in 2023?

8 February 2023
Jupiter Value Equities Team: 2022 Stewardship Report - UK Value
Jupiter Value Equities Team: 2022 Stewardship Report - UK Value

The Value Equities team provide an insight into the companies they have engaged with in 2022 as part of their annual stewardship report.

30 January 2023
A change in fortune for bond markets?
A change in fortune for bond markets?

Optimism around fixed income was rare in 2022, but there are reasons to believe 2023 may see a change in fortune for bond markets, say Ariel Bezalel and Harry Richards.

5 January 2023
Merlin Portfolios Roadshow - 28 February - 30 March 2023
Merlin Portfolios Roadshow - 28 February - 30 March 2023

A series of in-person events taking place around the UK in Q1 2023, at which you will have the opportunity to hear how the Jupiter Merlin team view the investment landscape.

16 December 2022
In a challenging year, has sustainability been deprioritised?
In a challenging year, has sustainability been deprioritised?

In this video, Amanda Sillars and Jon Wallace discuss the future of sustainability and ESG from the perspective of investors.

14 December 2022
Outlook 2023: Recession, but that needn't be bad for bonds
Outlook 2023: Recession, but that needn't be bad for bonds

Adam Darling looks ahead to the prospect of bad economic news in 2023, but explains why he hasn’t been this optimistic about bond markets for years.

12 December 2022
Outlook 2023: Asia Pacific – Home to a wealth of world-class businesses
Outlook 2023: Asia Pacific – Home to a wealth of world-class businesses

What can we expect from Asia Pacific (ex Japan) markets in 2023? Jason Pidcock and Sam Konrad give their views and discuss the key attributes they look for in companies.

9 December 2022
Outlook 2023: Bonds are back
Outlook 2023: Bonds are back

Ariel Bezalel and Harry Richards assess the prospects for fixed income as inflation fades and growth concerns emerge.

27 October 2022
An all-weather strategy for a tough macro environment
An all-weather strategy for a tough macro environment

Global markets have faced a rough ride this year. How do investors navigate this choppy and uncertain environment? Ariel Bezalel and Harry Richards show how their strategy’s well-considered approach has historically delivered through some rough patches over the years.

12 October 2022
Jupiter Merlin Weekly: Welcome to cold turkey
Jupiter Merlin Weekly: Welcome to cold turkey

The Jupiter Merlin team look at a turbulent week for the UK economy. As the blame game gets underway, the team discuss the consequences of bingeing on debt.

29 September 2022
Whatever it takes, no matter the cost?
Whatever it takes, no matter the cost?

Ariel Bezalel and Harry Richards argue that the Fed’s misguided focus on inflation will cause a deep recession – and offers compelling opportunities for fixed income investors.

22 August 2022
Why I'm no longer investing in China
Why I'm no longer investing in China

Jason Pidcock, manager of the Jupiter Asian Income Fund, explains why he’s sold out of his last remaining positions in mainland China.

15 August 2022
Inflation: hopeful sign or clutching at straws?
Inflation: hopeful sign or clutching at straws?

The Jupiter Merlin team considers recent inflation data and suggests that it will be our energy supplies this winter that determine the duration of higher prices.

11 August 2022
Human investing with computer help
Human investing with computer help

Matus Mrazik of the Jupiter Systematic Equities team explains how their ‘glass box’ investment approach uses computer help in what is ultimately a human process.

17 August 2022
Notes from the Investment Floor: Investing in Asia, but avoiding China
Notes from the Investment Floor: Investing in Asia, but avoiding China

Jason Pidcock explains why investing in Asia doesn’t have to mean China, and discusses where he believes many of the most attractive Asia Pacific opportunities can be found.

11 August 2022
A tale of fading inflation and slowing growth
A tale of fading inflation and slowing growth

Ariel Bezalel, investment manager for fixed income, explains how inflation is easing, a recession looks likely and what this means for fixed income investors.

11 August 2022
A Rich Vein of Opportunity for Gold and Silver Miners
A Rich Vein of Opportunity for Gold and Silver Miners

Ned Naylor-Leyland, Investment Manager for Gold & Silver, assesses the prospects for the unloved shares of gold & silver miners and a possible shift in Fed policy.

3 August 2022
Fed pivot? Get ready for a gold & silver breakout
Fed pivot? Get ready for a gold & silver breakout

Ned Naylor-Leyland explains how a shift in central bank policy could trigger a change in market sentiment that sends gold and silver prices to record highs.

15 July 2022
Notes from the Investment Floor: Opportunities for quality growth
Notes from the Investment Floor: Opportunities for quality growth

Mark Heslop explains why pricing power is important when identifying companies that can survive periods of market volatility.

14 July 2022
A once in a generation opportunity in fixed income?
A once in a generation opportunity in fixed income?

Ariel Bezalel and Harry Richards look at a turbulent time in bond markets and explain why, rather than doom and gloom, this could be a once in a generation opportunity.