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.

A deep deficit for silver
A deep deficit for silver

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.

A game of probabilities
A game of probabilities

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.

16 March 2022
Why geopolitics is turning eyes towards gold
Why geopolitics is turning eyes towards gold

Ned Naylor-Leyland, manager of the Jupiter Gold & Silver Fund, assesses prospects for monetary metals in the light of current geopolitics and macroeconomics.

16 June 2023
Governor to Chancellor, an imaginary letter
Governor to Chancellor, an imaginary letter

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?

16 March 2022
The new era of inflation, tightening and reduced liquidity
The new era of inflation, tightening and reduced liquidity

Mark Nash discusses how the outlook for risk assets has changed in a period where central banks are raising rates and reducing liquidity in a bid to control inflation.

14 June 2023
Jupiter Merlin Weekly: Jets, diplomacy and political control
Jupiter Merlin Weekly: Jets, diplomacy and political control

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.

16 March 2022
How UK investors can protect their savings from inflation
How UK investors can protect their savings from inflation

Talib Sheikh, Head of Strategy, Multi-Asset, explains why high levels of inflation is bad for investors, and what they can do to preserve the purchasing power of their money.

12 June 2023
European equities – not a market to ignore
European equities – not a market to ignore

Caroline Cantor, Mark Nichols and Mark Heslop discuss European equities’ performance, valuation and diversification properties – and share a few surprising facts.

11 February 2022
Weaning markets off the liquidity drug
Weaning markets off the liquidity drug

The Jupiter Merlin team look at the implications of the Fed’s latest policy pivot and the market’s concern over rumblings of war in Ukraine.

 

12 June 2023
Jupiter Merlin webcast: Introducing Jupiter Merlin Select
Jupiter Merlin webcast: Introducing Jupiter Merlin Select

The Jupiter Merlin team presented on the launch of the new Jupiter 'Merlin select' range of funds. A complementary suite of multi-manager portfolios which sits alongside the existing Merlin range.

9 February 2022
Webcast - Volatile year ahead?
Webcast - Volatile year ahead?

Richard Buxton discusses market volatility, the Fed’s hawkish tilt and what may lie ahead for investors.

9 June 2023
European equities – not a market to ignore
European equities – not a market to ignore

Caroline Cantor, Mark Nichols and Mark Heslop discuss European equities’ performance, valuation and diversification properties – and share a few surprising facts.

9 February 2022
UK Small & Mid Cap update: A pragmatic approach to a polarised market
UK Small & Mid Cap update: A pragmatic approach to a polarised market

Dan Nickols and Richard Watts look back on a challenging 2021, and look ahead to the market dynamics that UK Small & Mid cap investors will need to navigate in 2022.

8 June 2023
The Merlin approach to ESG
The Merlin approach to ESG

George Fox, Investment Manager, Independent Funds, explains the team’s philosophy and process regarding environmental, social and governance (ESG).

9 February 2022
Notes from the Investment Floor: The central banking pantomime
Notes from the Investment Floor: The central banking pantomime

Ned Naylor-Leyland comments on the dynamics in monetary metals markets, as a central banking pantomime has so far had a suppressing effect on gold and silver prices.

24 May 2023
A US debt default would be catastrophic
A US debt default would be catastrophic

As debate over the US government debt ceiling mounts, Trump’s threat for Republicans to
trigger a debt default would be economic suicide, say the Jupiter Merlin team.

7 February 2022
Webcast: An Early View of 2022
Webcast: An Early View of 2022

Richard Buxton in his first webcast of the year shares his outlook on markets, the economy and UK large-cap stocks.

22 May 2023
The US government faces systemic risks
The US government faces systemic risks

Interest rates in the US may have peaked but, with the US government facing ongoing systemic risks, what might the future hold? The Jupiter Merlin team give their view.

2 December 2021
European outlook: four megathemes
European outlook: four megathemes

Mark Heslop and Mark Nichols, Fund Managers, European Growth, look beyond 2022, considering some of the longer-term trends that are likely to impact investment performance.