The Jupiter Merlin team analyses the arguments shaping the 2029 election, the least predictable in years.
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.
The Jupiter Merlin team examines the challenges confronting central bankers as they gather in Wyoming.
Video: Four global risks investors should watch
Alex Savvides, Stephanie Geary and Siddharth Sukumar provide extended commentary about the market and their UK Dynamic Equity strategy during the quarter.
Ned Naylor-Leyland discusses his market views on gold and its "higher beta cousins’’ - silver and the shares of gold and silver mining companies.
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.
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.
Ariel Bezalel and Harry Richards analyse Trump’s policies and what that may mean for the economy and markets.
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.
The Jupiter Merlin team discusses the uncertainty stemming from geopolitical conflicts and tensions.
The Jupiter Merlin team analyses whether Rachel Reeves’s economic strategy and spending plans are robust enough to boost the UK’s growth prospects.
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.
The Jupiter Merlin team discusses the uncertainty stemming from geopolitical conflicts and tensions.
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.
The Jupiter Merlin Team says that the growing strategic divide is not without costs to the world.
The Jupiter Merlin Team throws the spotlight on Reform in the wake of the local election results.
What's behind the rally in the gold price?
Ned Naylor-Leyland discusses the market for gold and silver and mining stocks and why many investors may be looking to increase their allocations.