14 December 2022
Outlook 2023: Recession, but that needn't be bad for bonds
Outlook 2023: Recession, but that needn't be bad for bonds

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.

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.

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.

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.

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.

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.

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 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.

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.

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.

 

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.

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.

30 August 2023
Strong tailwinds
Strong tailwinds

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.

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.

30 August 2023
Biden turns the screw on China
Biden turns the screw on China

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.

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.

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.

17 July 2023
Jupiter Merlin webcast: Should we be worried about government debt?
Jupiter Merlin webcast: Should we be worried about government debt?

Debt, and how to manage it, is a subject which polarises opinion and manifests itself in volatile market behaviour. How should investors react?

14 July 2023
35 years on: the compound effect of environmental solutions
35 years on: the compound effect of environmental solutions

Jon Wallace, Noelle Guo and Grisha Milushev reflect on progress on ecological challenges during the 35 years since the Jupiter Ecology Fund was launched.

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.