14 October 2021
Inflation: demographics, narrative, and the snow globe economy
Inflation: demographics, narrative, and the snow globe economy

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.

21 April 2023
Is this banking crisis the same old story?
Is this banking crisis the same old story?

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?

17 April 2023
Jupiter Merlin Weekly: Banking is complex but simple
Jupiter Merlin Weekly: Banking is complex but simple

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.

10 September 2021
Will gold regain its lustre as stimulus kindles inflation hopes?
Will gold regain its lustre as stimulus kindles inflation hopes?

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.

10 September 2021
Jupiter Merlin Weekly: A catastrophic failure of Western policy
Jupiter Merlin Weekly: A catastrophic failure of Western policy

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.

19 April 2023
Outlook 2023: Environmental solutions are crossing a watershed
Outlook 2023: Environmental solutions are crossing a watershed

As financial markets struggle for direction, Jon Wallace and Noelle Guo discuss the unavoidable trends shaping the future.

10 September 2021
Jupiter Merlin Weekly: Apocalypse Now?
Jupiter Merlin Weekly: Apocalypse Now?

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.

17 April 2023
US and EU 'IRA': made in China?
US and EU 'IRA': made in China?

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.

3 August 2021
Opportunities in impact investing for climate change
Opportunities in impact investing for climate change

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.

14 April 2023
Rethinking fixed income: two top bond managers debate the path ahead
Rethinking fixed income: two top bond managers debate the path ahead

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.

5 July 2021
Jupiter Merlin Weekly: Geopolitics and long-term risk
Jupiter Merlin Weekly: Geopolitics and long-term risk

The Merlin team discuss geopolitics this week, as G7 leaders unveiled the “Build Back Better World” initiative and the Royal Navy entered disputed waters.

14 April 2023
Sterling Investment Grade Bond Strategy
Sterling Investment Grade Bond Strategy

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.

1 July 2021
Finding Excellence in European Equities
Finding Excellence in European Equities

Mark Nichols and Phil Macartney discuss what the improved economic backdrop in Europe means for their European Growth strategy

14 April 2023
Talking factsheet: Asian Equity Income Strategy
Talking factsheet: Asian Equity Income 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.

2 July 2021
Jupiter Merlin Weekly: Has the Fed moved the monetary goalposts?
Jupiter Merlin Weekly: Has the Fed moved the monetary goalposts?

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.

14 April 2023
Talking factsheet: Global Flexible Bond Strategy
Talking factsheet: Global Flexible Bond Strategy

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.

29 June 2021
A question of trust: crypto assets, gold, silver, an the future of the global monetary system
A question of trust: crypto assets, gold, silver, an the future of the global monetary system

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.

13 April 2023
Webcast: The death of the inflation cycle may be exaggerated
Webcast: The death of the inflation cycle may be exaggerated

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.

11 April 2023
Playing the game of unintended consequences
Playing the game of unintended consequences

The Jupiter Merlin team discuss the diverging views between central banks about how best they should maintain financial stability and defeat inflation.

10 June 2020
Value vs growth: The price you pay matters
Value vs growth: The price you pay matters

At the heart of our investment philosophy sits a very simple belief: the price you pay for an asset matters.