Jupiter

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 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.

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).

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.

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.

11 May 2023
Democracies divided, autocrats in alignment
Democracies divided, autocrats in alignment

The Jupiter Merlin team discuss President Macron’s unhelpful ‘diplomacy’, which damages Western unity in facing off against Russia, China, Iran and North Korea.

9 May 2023
What's behind the rise in gold and silver?
What's behind the rise in gold and silver?

Ned Naylor-Leyland and Daniel March discuss the macro, market and technical factors behind the bullish moves in gold and silver.

9 May 2023
What's behind the rise in gold and silver?
What's behind the rise in gold and silver?

Ned Naylor-Leyland and Daniel March discuss the macro, market and technical factors behind the bullish moves in gold and silver.

3 May 2023
The best that the Asia Pacific region can offer
The best that the Asia Pacific region can offer

Jason Pidcock and Sam Konrad outline the diverse opportunities in the Asia Pacific region, particularly the complementary strengths of Australia and India.

3 May 2023
'Gradually, then suddenly': monetary tightening starts to bite
'Gradually, then suddenly': monetary tightening starts to bite

Accidents have already disrupted markets, but are there more to come? How soon might the Federal Reserve loosen policy? Ariel Bezalel and Harry Richards give their view.

3 May 2023
Not banking on it
Not banking on it

Phil Macartney, European equities investment manager, argues that bank shares carry more risk than reward and should be avoided - even in the best of times.

3 May 2023
A difficult Pill to swallow on inflation
A difficult Pill to swallow on inflation

As the Bank of England chief economist says Britons must accept they are poorer, the Jupiter Merlin team discuss the predicament facing central banks.

3 May 2023
Webcast: Should you be worried about something?
Webcast: Should you be worried about something?

A yield of c3.5% on the US 30-Year Treasury says that a fairly trifling return is all the compensation needed for the coming three decades of geopolitical earthquakes and economic ructions. Are risks being foolishly ignored, or is this a classic case of markets ‘climbing a wall of worry’?

21 April 2023
Tuning out the noise to find great European smaller companies
Tuning out the noise to find great European smaller companies

Phil Macartney says an indiscriminate selloff in European small caps has created opportunities to invest in undervalued companies with robust fundamentals.

21 April 2023
Is this banking crisis the same old story?
Is this banking crisis the same old story?

Since the Global Financial Crisis, regulators and policy makers have worked to avoid a repeat. Yet banks are in trouble again. Is this the same old story?

17 April 2023
Jupiter Merlin Weekly: Banking is complex but simple
Jupiter Merlin Weekly: Banking is complex but simple

The Jupiter Merlin team look at a dramatic week in markets, as cracks appear in the banking sector and the credibility of the US Federal Reserve hangs in the balance.

19 April 2023
Outlook 2023: Environmental solutions are crossing a watershed
Outlook 2023: Environmental solutions are crossing a watershed

As financial markets struggle for direction, Jon Wallace and Noelle Guo discuss the unavoidable trends shaping the future.

17 April 2023
US and EU 'IRA': made in China?
US and EU 'IRA': made in China?

The EU’s efforts to catch up with the US’s massive move to support strategic green industries, jobs and clean technology signal a new era, writes Jupiter’s Environmental Solutions team.

14 April 2023
Rethinking fixed income: two top bond managers debate the path ahead
Rethinking fixed income: two top bond managers debate the path ahead

With uncertainties over inflation and rates, how should investors navigate bond markets? In this video, Matthew Morgan, Head of Fixed Income, asks Ariel Bezalel and Mark Nash for their views.

14 April 2023
Sterling Investment Grade Bond Strategy
Sterling Investment Grade Bond Strategy

Harry Richards gives an overview of Jupiter’s sterling investment grade bond strategy, how the investment process works, and how the team seek to generate alpha.