In this webcast, the Jupiter Merlin team will assess the investment landscape as we end 2022 with central banks suggesting they will slow the pace of interest rate rises. Inflation was the dominant economic factor of 2022 … but will it subside in 2023?
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 Value Equities team provide an insight into the companies they have engaged with in 2022 as part of their annual stewardship report.
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.
Optimism around fixed income was rare in 2022, but there are reasons to believe 2023 may see a change in fortune for bond markets, say Ariel Bezalel and Harry Richards.
Debt, and how to manage it, is a subject which polarises opinion and manifests itself in volatile market behaviour. How should investors react?
A series of in-person events taking place around the UK in Q1 2023, at which you will have the opportunity to hear how the Jupiter Merlin team view the investment landscape.
Jon Wallace, Noelle Guo and Grisha Milushev reflect on progress on ecological challenges during the 35 years since the Jupiter Ecology Fund was launched.
In this video, Amanda Sillars and Jon Wallace discuss the future of sustainability and ESG from the perspective of investors.
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.
Adam Darling looks ahead to the prospect of bad economic news in 2023, but explains why he hasn’t been this optimistic about bond markets for years.
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.
What can we expect from Asia Pacific (ex Japan) markets in 2023? Jason Pidcock and Sam Konrad give their views and discuss the key attributes they look for in companies.
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.
Ned Naylor-Leyland, manager of the Jupiter Gold & Silver Fund, assesses prospects for monetary metals in the light of current geopolitics and macroeconomics.
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.
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.
Niall Gallagher examines Europe’s donut economy – where growth in periphery countries outpaces the core – and how disparity in energy prices could be driving this.