Jupiter

Mark Nichols says European companies are reporting positive trends on demand, pricing and the impact of China’s reopening.

Adam Darling says a global recession looks probable and may bring opportunities in high yield bonds for active investors.

The Jupiter Merlin team look at the bond market’s thundering herd, inflation’s confounding data and the US Debt Ceiling’s steady rise.

Harry Richards discusses the likelihood of recession, and whether its credible that monetary policy could tighten so much without negative ramifications for the economy.

Ned Naylor-Leyland discusses the diversification properties of gold, the recent price rally and why central banks have ramped up their purchases.

Richard Buxton discusses the outlook for the UK economy, and explains that while growth is likely to be flat, there are some positives coming through.

Caroline Cantor, Mark Heslop and Mark Nichols look at potential opportunities for European luxury and consumer goods companies from China’s lifting of Covid restrictions.

Ariel Bezalel and Harry Richards say global growth will continue to slow in the coming months, dragging inflation further down, increasing the likelihood of rate cuts towards the end of the year.

The Jupiter Merlin team looks at the malaise behind the UK’s first foray into new battery technology and why it is important not to lose heart about investing in the UK.

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?

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

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.

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.

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

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.

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.

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

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.