Inflation is the topic that has dominated the market discourse this year, and if anything that has only intensified in recent weeks. To discuss this topic, we brought together Ariel Bezalel (Head of Strategy, Fixed Income), Ned Naylor-Leyland (Head of Gold & Silver) and Talib Sheikh (Head of Strategy, Multi-Asset) to examine the implications for their asset classes.
Since the Global Financial Crisis, regulators and policy makers have worked to avoid a repeat. Yet banks are in trouble again. Is this the same old story?
The Jupiter Merlin team look at a dramatic week in markets, as cracks appear in the banking sector and the credibility of the US Federal Reserve hangs in the balance.
Ned Naylor-Leyland, Head of Strategy, Gold & Silver, says gold looks interesting at the moment as prices reign much below the peak seen a year ago amid uncertainty posed by new variants of coronavirus.
As tragic scenes unfold in Afghanistan, the Merlin team give their view on the causes and ramifications of this foreign policy failure for the US and its allies.
As financial markets struggle for direction, Jon Wallace and Noelle Guo discuss the unavoidable trends shaping the future.
The recent ‘Code Red!’ IPCC climate change report raises many fundamental policy issues. The Jupiter Merlin team looks at the future, not least an impending ‘carbon climate compression clash’, and discusses how it approaches climate change pragmatically in its investments.
The EU’s efforts to catch up with the US’s massive move to support strategic green industries, jobs and clean technology signal a new era, writes Jupiter’s Environmental Solutions team.
Jon Wallace explains how the pace of action to halt climate change must step up dramatically and the challenges and investment opportunities that may result.
With uncertainties over inflation and rates, how should investors navigate bond markets? In this video, Matthew Morgan, Head of Fixed Income, asks Ariel Bezalel and Mark Nash for their views.
The Merlin team discuss geopolitics this week, as G7 leaders unveiled the “Build Back Better World” initiative and the Royal Navy entered disputed waters.
Harry Richards gives an overview of Jupiter’s sterling investment grade bond strategy, how the investment process works, and how the team seek to generate alpha.
Mark Nichols and Phil Macartney discuss what the improved economic backdrop in Europe means for their European Growth strategy
Jason Pidcock gives an overview of Jupiter’s Asian equity income strategy, how the investment process works, and how the team seek to generate alpha.
The Merlin team discuss the Federal Reserve’s shift in policy, political arguments in the US and EU, and ask what happens beyond the Covid economic recovery.
Ariel Bezalel gives an overview of Jupiter’s global flexible bond strategy, how the investment process works, and how the team seek to generate alpha.
Are we about to push reset on the global monetary system? Since 2008 the revolution in central bank policy has been extraordinary and fiat currencies, totally reliant on trust, have been undermined arguably to breaking point. Can fiat currencies endure? If not, then could the world turn to a combination of ancient assets (gold, silver) and the ultra-modern (crypto)? In this special event Ned Naylor-Leyland, Head of Gold & Silver is joined by Daniel Masters, chairman of digital asset platform CoinShares, for a lively and informative discussion.
With labour markets in many parts of the world remaining tight, talk of disinflation could be premature. In this webcast Mark Nash, Huw Davies and James Novotny discuss the macro backdrop and the outlook for fixed income.
The Jupiter Merlin team discuss the diverging views between central banks about how best they should maintain financial stability and defeat inflation.
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At the heart of our investment philosophy sits a very simple belief: the price you pay for an asset matters. |