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

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.

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.

Signs of fragility are emerging in the global economy, particularly developed countries, which could prompt central banks to be less hawkish, say Ariel Bezalel and Harry Richards.

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.

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.

Ned Naylor-Leyland explains how amidst a global shift away from fiat currencies, gold is poised to re-emerge as the ultimate risk-free asset, signaling a paradigm shift in monetary risk perception. 

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?

Is the US dollar gold price poised for a sustained rally? What do higher for longer and geopolitical risk mean for gold and silver? Ned Naylor-Leyland and Dominik Issler discuss the market dynamics and outlook for monetary metals and miners.

The Value Equities team provide an insight into the companies they have engaged with in 2022 as part of their annual stewardship report.

As the UK and others look towards future elections, will the aspiring governments of tomorrow have fiscal headroom to enact meaningful change?

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.

With the global economy perhaps headed for recession, where can investors find secular growth opportunities?

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.

Where can equity income investors find the most attractive combination of income and growth in a world of higher inflation and higher interest rates?

In this video, Amanda Sillars and Jon Wallace discuss the future of sustainability and ESG from the perspective of investors.

Ariel Bezalel and Harry Richards, investment managers of the Jupiter Strategic Bond strategy, outline their macro thesis and current view of markets.

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.