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.
Jason Pidcock, manager of the Jupiter Asian Income Fund, explains why he’s sold out of his last remaining positions in mainland China.
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.
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.
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.
Ariel Bezalel, investment manager for fixed income, explains how inflation is easing, a recession looks likely and what this means for fixed income investors.
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.
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.
Mark Heslop explains why pricing power is important when identifying companies that can survive periods of market volatility.
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.
The Jupiter Merlin team examine the efforts of central banks to manage inflation, as the Federal Reserve and European Central Bank appear to hit the panic button.
The Jupiter Merlin team discuss the attempts of central banks to navigate between recession and inflation, with mixed results that risk being either too hot or too cold.
Richard Buxton argues that energy security means more natural gas, being honest about the clean energy transition and preparing for years of high energy prices.
Ned Naylor-Leyland, Head of Gold and Silver, says gold prices may hit fresh highs soon as soaring inflation and muted central bank containment measures spur wider demand for the precious metal.
Jon Wallace and Noelle Guo say the energy shock faced by consumers now is reminiscent of the 1970s, which may boost usage of existing energy efficient technologies and spawn new ones.
The Jupiter Merlin team look at the dilemma NATO faces in responding to Russian aggression in Ukraine, and also discuss rapid moves in government bond yields.
Ned Naylor-Leyland discusses why the price of gold may be approaching an inflection point and what this would mean for silver and for mining equities.
James Murray, Senior Analyst, and Amadeo Alentorn, Head of Systematic Equities, tease out some of the subtleties involved in value investing, and explain why this is important to investors.
The Jupiter Merlin team conclude that nobody has all the answers, as they look at this fast-moving, dynamic confluence of economic and geopolitical events.
The Jupiter Merlin team look at a tumultuous week, as Putin’s war has triggered radical movements in commodity markets as well as upending German political orthodoxy.