Jupiter

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.

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.

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.

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.

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.

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

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

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.

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.

It pays to “do your own homework” and avoid generalisations when considering corporate credit ratings.

Ned Naylor-Leyland looks at the implications of the Basel 3 framework for the Gold market, as the possible end of the LBMA-led status quo approaches.

A court has ruled against Royal Dutch Shell’s carbon emissions plan based on the Paris Climate Accord. The Merlin team give their view on the implications.

Ariel Bezalel and Harry Richards discuss whether inflationary pressures are likely to be cyclical or structural.

Mark Nichols and Mark Heslop, fund managers in the Jupiter European growth strategy, discuss market activity and positioning.

Current conditions in the sterling investment-grade corporate bond market warrant an approach that is active, pragmatic and risk aware. Those who embrace such a philosophy may discover some attractive alpha opportunities ahead.

A question of trust: crypto assets, gold, silver, and the future of the global monetary system

Richard Watts says shares in UK mid-sized companies are particularly well-positioned for an economic recovery and worthy of consideration as a stand-alone allocation

Ned Naylor-Leyland explains why a likely return to falling real interest rates and the strong operational performance of mining companies point to a bullish outlook for monetary metals.