9 July 2025
Merlin Weekly Macro: Reeves in fiscal fantasy land?
Merlin Weekly Macro: Reeves in fiscal fantasy land?

The Jupiter Merlin team analyses whether Rachel Reeves’s economic strategy and spending plans are robust enough to boost the UK’s growth prospects.

15 July 2022
Notes from the Investment Floor: Opportunities for quality growth
Notes from the Investment Floor: Opportunities for quality growth

Mark Heslop explains why pricing power is important when identifying companies that can survive periods of market volatility.

9 July 2025
Keeping calm in volatile markets
Keeping calm in volatile markets

Asia income fund managers Jason Pidcock and Sam Konrad discuss why investors may be looking to increase allocations to Asia, the impact of tariffs and what they have been hearing from company meetings.

14 July 2022
A once in a generation opportunity in fixed income?
A once in a generation opportunity in fixed income?

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.

26 June 2025
Merlin Weekly Macro: Raging wars, calm markets
Merlin Weekly Macro: Raging wars, calm markets

The Jupiter Merlin team discusses the uncertainty stemming from geopolitical conflicts and tensions.

12 July 2022
Central banks hit the panic button
Central banks hit the panic button

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.

31 May 2022
Jupiter Merlin Weekly: The central bank policy porridge
Jupiter Merlin Weekly: The central bank policy porridge

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.

29 May 2025
Jupiter Merlin Monthly Webcast
Jupiter Merlin Monthly Webcast

Join us on Wednesday 7th May for the monthly Jupiter Merlin webcast, where the team will discuss how the portfolios are positioned in response to the recent volatility we have seen across global markets. Hear how the Jupiter Merlin Portfolios are structured to mitigate risk and how the team monitor the changing economic backdrop to identify and take advantage of the opportunities. For professional investors only. Capital at risk.

27 May 2022
Sleepwalking into an energy crisis
Sleepwalking into an energy crisis

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.

28 May 2025
Merlin Weekly Macro: China, Russia, and the emerging geopolitical reality
Merlin Weekly Macro: China, Russia, and the emerging geopolitical reality

The Jupiter Merlin Team says that the growing strategic divide is not without costs to the world.

17 May 2022
Gold tantalisingly poised for an all-time high
Gold tantalisingly poised for an all-time high

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.

23 May 2025
Merlin Weekly Macro: Is Reform ready to govern?
Merlin Weekly Macro: Is Reform ready to govern?

The Jupiter Merlin Team throws the spotlight on Reform in the wake of the local election results.

6 May 2022
Energy shock: looking at both sides of the coin
Energy shock: looking at both sides of the coin

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.

26 May 2025
What's behind the rally in the gold price?
What's behind the rally in the gold price?

What's behind the rally in the gold price?

19 April 2022
The gaping breach in the sanctions wall
The gaping breach in the sanctions wall

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.

23 May 2025
A stealth bull market for gold, silver and miners
A stealth bull market for gold, silver and miners

Ned Naylor-Leyland discusses the market for gold and silver and mining stocks and why many investors may be looking to increase their allocations.

14 April 2022
Notes from the Investment Floor: Why gold and silver could break out
Notes from the Investment Floor: Why gold and silver could break out

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.

21 May 2025
Engine Room 1Q 2025 edition
Engine Room 1Q 2025 edition

Alex Savvides, Stephanie Geary and Siddharth Sukumar provide extended commentary about the market and their UK Dynamic Equity strategy during the quarter.

8 May 2025
China's tariff challenges: a closer look
China's tariff challenges: a closer look

Jason Pidcock and Sam Konrad discuss the impact of US tariffs, why they avoid investing in China and why they believe Asia remains an important market for equity income

7 May 2025
Merlin Weekly Macro: Trump and the new world disorder
Merlin Weekly Macro: Trump and the new world disorder

The Jupiter Merlin team takes stock of Trump’s tariff tirade and geopolitical moves as he completes three months in office.