The Jupiter Merlin team analyses whether Rachel Reeves’s economic strategy and spending plans are robust enough to boost the UK’s growth prospects.
Mark Heslop explains why pricing power is important when identifying companies that can survive periods of market volatility.
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.
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 discusses the uncertainty stemming from geopolitical conflicts and tensions.
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.
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.
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.
The Jupiter Merlin Team says that the growing strategic divide is not without costs to the world.
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.
The Jupiter Merlin Team throws the spotlight on Reform in the wake of the local election results.
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.
What's behind the rally in the gold price?
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 the market for gold and silver and mining stocks and why many investors may be looking to increase their allocations.
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.
Alex Savvides, Stephanie Geary and Siddharth Sukumar provide extended commentary about the market and their UK Dynamic Equity strategy during the quarter.
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
The Jupiter Merlin team takes stock of Trump’s tariff tirade and geopolitical moves as he completes three months in office.