As COP26 speeches end and the hard negotiating begins, the Jupiter Merlin team look at the as-yet unknown and unquantifiable consequences of these revolutionary times.
As 2026 approaches, three of our leading alternative investment managers explain why uncorrelated assets are worth considering, in order to enhance the robustness of a portfolio.
Jason Pidcock and Sam Konrad discuss Asia ex-Japan equity income investing in the current macro-economic environment and why they like gold, Singapore and technology stocks.
The Jupiter Merlin team discuss the policy landscape in the US, where the White House and the Federal Reserve seem at odds over how to deal with rising inflation.
The Jupiter Merlin team discusses the turmoil in France and how this once again puts the Eurozone’s shaky foundations in the spotlight.
As COP26 speeches end and the hard negotiating begins, the Jupiter Merlin team look at the as-yet unknown and unquantifiable consequences of these revolutionary times.
The Jupiter Merlin team discusses rising bond yields driven by fiscal pressures and mounting geopolitical tensions.
There are many misconceptions about the equities market in smaller and midsize companies in the UK.
The Jupiter Merlin team analyses the arguments shaping the 2029 election, the least predictable in years.
The Jupiter Merlin team discuss the UK’s fuel crisis, China’s economic slump, and central banks that have all their fingers crossed that they’re right about inflation.
The Jupiter Merlin team analyse the implications of war in Ukraine and the Trump-Putin negotiations taking place on the anniversary of Japan’s surrender in 1945.
In the wake of the Australian submarine row with France, the Jupiter Merlin team examines how schisms in the western defence alliances can have far-reaching consequences.
The Jupiter Merlin team examines the challenges confronting central bankers as they gather in Wyoming.
China’s re-socialisation: evolutionary or revolutionary? The Jupiter Merlin team analyses the bigger picture behind the Evergrande collapse.
Video: Four global risks investors should watch
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.
Alex Savvides, Stephanie Geary and Siddharth Sukumar provide extended commentary about the market and their UK Dynamic Equity strategy during the quarter.
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.
Ned Naylor-Leyland discusses his market views on gold and its "higher beta cousins’’ - silver and the shares of gold and silver mining companies.
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.