The Jupiter Merlin team discuss seemingly contradictory economic data as central banks are finding that the path to containing inflation is strewn with … difficulties.
Jason Pidcock gives an overview of Jupiter’s Asian equity income strategy, how the investment process works, and how the team seek to generate alpha.
Harry Richards gives an overview of Jupiter’s sterling corporate bond strategy, how the investment process works, and how the team seek to generate alpha.
Ariel Bezalel gives an overview of Jupiter’s Strategic Bond Fund, how the investment process works, and how the team seek to generate alpha.
Ned Naylor-Leyland gives an overview of Jupiter’s gold & silver strategy, how the investment process works, and how the team seek to generate alpha.
The Jupiter Merlin team consider the rich yields available in the gilt market and why improving an ailing NHS should be made a national priority.
Joe Lunn describes the Gold & Silver team’s engagement with De Grey Mining and the importance of mining companies operating with sensitivity towards local communities.
In the second half of 2023, Ariel Bezalel and Harry Richards (Investment Managers) expect central banks to become more worried about growth than inflation.
Adam Darling and Harry Richards say investors have a once in a generation opportunity to lock in high yields in the investment grade corporate bond market.
The Jupiter Merlin team discuss the state of China’s economy. China’s confidence abroad contrasts with its struggles at home, as growth falters and deflation arrives.
Debt, and how to manage it, is a subject which polarises opinion and manifests itself in volatile market behaviour. How should investors react?
Jon Wallace, Noelle Guo and Grisha Milushev reflect on progress on ecological challenges during the 35 years since the Jupiter Ecology Fund was launched.
This Jupiter Merlin Weekly discusses how NATO’s support for Ukraine has restored its purpose after Afghanistan, and why it now faces a test of leadership it mustn’t fail.
The Jupiter Merlin team consider the US debt ceiling deal approved by Congress, which avoids a government default without addressing the country’s troubled balance sheet.
UK inflation is stickier than in other developed economies, but the Bank of England must keep a watchful eye on the property markets. In this webcast Richard Buxton gives his views on markets and answers questions from listeners.
Ned Naylor-Leyland and Daniel March discuss why demand for silver is outstripping supply and what this imbalance may mean for investors in the white metal.
Listen to the latest webcast from Ariel Bezalel, Harry Richards and Luca Evangelisti, who examine the potential opportunities for fixed income investors in an era of high interest rates.
The Jupiter Merlin team imagine what the Bank of England Governor might say to the Chancellor, then assess who’s ahead in the net zero arms race?
The Jupiter Merlin team examine President Zelensky’s efforts to obtain jets from Ukraine’s NATO allies, an endeavour fraught with logistical and political difficulties.
Caroline Cantor, Mark Nichols and Mark Heslop discuss European equities’ performance, valuation and diversification properties – and share a few surprising facts.