21 September 2023
Gilt yields and a deeper malaise
Gilt yields and a deeper malaise

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.

8 March 2023
What might a recession mean for high yield investors?
What might a recession mean for high yield investors?

Adam Darling says a global recession looks probable and may bring opportunities in high yield bonds for active investors.

18 September 2023
Central bankers go fishing
Central bankers go fishing

The Jupiter Merlin team take a look at the latest Jackson Hole symposium, where the world’s leading central bankers met to discuss policy.

8 March 2023
Notes from the Investment Floor: European companies are upbeat on 2023
Notes from the Investment Floor: European companies are upbeat on 2023

Mark Nichols says European companies are reporting positive trends on demand, pricing and the impact of China’s reopening.

24 February 2023
What might a recession mean for high yield investors?
What might a recession mean for high yield investors?

Adam Darling says a global recession looks probable and may bring opportunities in high yield bonds for active investors.

18 September 2023
What to make of contradictory data?
What to make of contradictory data?

The Jupiter Merlin team discuss seemingly contradictory economic data as central banks are finding that the path to containing inflation is strewn with … difficulties.

20 February 2023
Jupiter Merlin Weekly: Bonds Bounce, Inflation Confounds, Debt Rises
Jupiter Merlin Weekly: Bonds Bounce, Inflation Confounds, Debt Rises

The Jupiter Merlin team look at the bond market’s thundering herd, inflation’s confounding data and the US Debt Ceiling’s steady rise.

1 September 2023
Talking factsheet: Jupiter Asian Income Fund
Talking factsheet: Jupiter Asian Income Fund

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.

20 February 2023
Notes from the Investment Floor: Don't believe in immaculate tightening
Notes from the Investment Floor: Don't believe in immaculate tightening

Harry Richards discusses the likelihood of recession, and whether its credible that monetary policy could tighten so much without negative ramifications for the economy.

31 August 2023
Talking factsheet: Jupiter Corporate Bond Fund
Talking factsheet: Jupiter Corporate Bond Fund

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.

17 February 2023
Gold, diversification and central banks
Gold, diversification and central banks

Ned Naylor-Leyland discusses the diversification properties of gold, the recent price rally and why central banks have ramped up their purchases.

18 September 2023
Talking factsheet: Jupiter Strategic Bond Fund
Talking factsheet: Jupiter Strategic Bond Fund

Ariel Bezalel gives an overview of Jupiter’s Strategic Bond Fund, how the investment process works, and how the team seek to generate alpha.

15 February 2023
Notes from the Investment Floor: Sluggish UK growth, but reasons for cautious optimism
Notes from the Investment Floor: Sluggish UK growth, but reasons for cautious optimism

Richard Buxton discusses the outlook for the UK economy, and explains that while growth is likely to be flat, there are some positives coming through.

18 September 2023
Talking factsheet: Jupiter Gold & Silver Fund
Talking factsheet: Jupiter Gold & Silver Fund

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.

13 February 2023
China reopening - why this could be positive for Europe
China reopening - why this could be positive for Europe

Caroline Cantor, Mark Heslop and Mark Nichols look at potential opportunities for European luxury and consumer goods companies from China’s lifting of Covid restrictions.

28 August 2023
Gilt yields and a deeper malaise
Gilt yields and a deeper malaise

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.

16 February 2023
Inching closer towards rate cuts
Inching closer towards rate cuts

Ariel Bezalel and Harry Richards say global growth will continue to slow in the coming months, dragging inflation further down, increasing the likelihood of rate cuts towards the end of the year.

7 September 2023
Engagement Case Study – De Grey Mining
Engagement Case Study – De Grey Mining

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.

8 February 2023
Jupiter Merlin Weekly: Britishvolt is a failure of leadership on all levels
Jupiter Merlin Weekly: Britishvolt is a failure of leadership on all levels

The Jupiter Merlin team looks at the malaise behind the UK’s first foray into new battery technology and why it is important not to lose heart about investing in the UK.

7 September 2023
Reality will bite for central banks
Reality will bite for central banks

In the second half of 2023, Ariel Bezalel and Harry Richards (Investment Managers) expect central banks to become more worried about growth than inflation.