Jupiter

27 August 2025
Merlin Weekly Macro: A taxonomy of the UK political scene
Merlin Weekly Macro: A taxonomy of the UK political scene

The Jupiter Merlin team analyses the arguments shaping the 2029 election, the least predictable in years.

28 August 2025
Merlin Weekly Macro: VJ Day and what's at stake in Ukraine
Merlin Weekly Macro: VJ Day and what's at stake in Ukraine

The Jupiter Merlin team analyse the implications of war in Ukraine and the Trump-Putin negotiations taking place on the anniversary of Japan’s surrender in 1945.

1 September 2025
Merlin Weekly Macro: Fishing for answers at Jackson Hole
Merlin Weekly Macro: Fishing for answers at Jackson Hole

The Jupiter Merlin team examines the challenges confronting central bankers as they gather in Wyoming.

29 August 2025
Video: Four global risks investors should watch
Video: Four global risks investors should watch

Video: Four global risks investors should watch

26 August 2025
Engine Room
Engine Room

Alex Savvides, Stephanie Geary and Siddharth Sukumar provide extended commentary about the market and their UK Dynamic Equity strategy during the quarter.

26 August 2025
Gold, Silver and the Miners: Further to go?
Gold, Silver and the Miners: Further to go?

Ned Naylor-Leyland discusses his market views on gold and its "higher beta cousins’’ - silver and the shares of gold and silver mining companies.

24 July 2025
Merlin Weekly Macro: Will Trump deadlines sour the summer party?
Merlin Weekly Macro: Will Trump deadlines sour the summer party?

The Jupiter Merlin team examines what’s in store as major equity markets remain exuberant, while the bonds markets stay cautious amid mounting global risks.

23 July 2025
Questioning US exceptionalism
Questioning US exceptionalism
11 July 2025
Can global financials maintain the momentum?
Can global financials maintain the momentum?

Guy de Blonay discusses the outlook for global financial equities, including the impact of US trade policies, where he sees the best opportunities and the biggest risks.

11 July 2025
Fixed income opportunities in a chaotic and uncertain world
Fixed income opportunities in a chaotic and uncertain world

Ariel Bezalel and Harry Richards analyse Trump’s policies and what that may mean for the economy and markets.

10 July 2025
The age of uncertainty
The age of uncertainty

Current geopolitical, economic and market conditions mean that investors should consider including alternatives for diversification, argue Amadeo Alentorn, Head of Systematic Equities, Mark Nash, Investment Manager, Fixed Income – Alternatives, and Ned Naylor-Leyland, Investment Manager, Gold & Silver.

10 July 2025
Merlin Weekly Macro: Raging wars, calm markets
Merlin Weekly Macro: Raging wars, calm markets

The Jupiter Merlin team discusses the uncertainty stemming from geopolitical conflicts and tensions.

9 July 2025
Merlin Weekly Macro: Reeves in fiscal fantasy land?
Merlin Weekly Macro: Reeves in fiscal fantasy land?

The Jupiter Merlin team analyses whether Rachel Reeves’s economic strategy and spending plans are robust enough to boost the UK’s growth prospects.

9 July 2025
Keeping calm in volatile markets
Keeping calm in volatile markets

Asia income fund managers Jason Pidcock and Sam Konrad discuss why investors may be looking to increase allocations to Asia, the impact of tariffs and what they have been hearing from company meetings.

26 June 2025
Merlin Weekly Macro: Raging wars, calm markets
Merlin Weekly Macro: Raging wars, calm markets

The Jupiter Merlin team discusses the uncertainty stemming from geopolitical conflicts and tensions.

29 May 2025
Jupiter Merlin Monthly Webcast
Jupiter Merlin Monthly Webcast

Join us on Wednesday 7th May for the monthly Jupiter Merlin webcast, where the team will discuss how the portfolios are positioned in response to the recent volatility we have seen across global markets. Hear how the Jupiter Merlin Portfolios are structured to mitigate risk and how the team monitor the changing economic backdrop to identify and take advantage of the opportunities. For professional investors only. Capital at risk.

28 May 2025
Merlin Weekly Macro: China, Russia, and the emerging geopolitical reality
Merlin Weekly Macro: China, Russia, and the emerging geopolitical reality

The Jupiter Merlin Team says that the growing strategic divide is not without costs to the world.

23 May 2025
Merlin Weekly Macro: Is Reform ready to govern?
Merlin Weekly Macro: Is Reform ready to govern?

The Jupiter Merlin Team throws the spotlight on Reform in the wake of the local election results.

26 May 2025
What's behind the rally in the gold price?
What's behind the rally in the gold price?

What's behind the rally in the gold price?

23 May 2025
A stealth bull market for gold, silver and miners
A stealth bull market for gold, silver and miners

Ned Naylor-Leyland discusses the market for gold and silver and mining stocks and why many investors may be looking to increase their allocations.