12 June 2023
European equities – not a market to ignore
European equities – not a market to ignore

Caroline Cantor, Mark Nichols and Mark Heslop discuss European equities’ performance, valuation and diversification properties – and share a few surprising facts.

12 June 2023
Jupiter Merlin webcast: Introducing Jupiter Merlin Select
Jupiter Merlin webcast: Introducing Jupiter Merlin Select

The Jupiter Merlin team presented on the launch of the new Jupiter 'Merlin select' range of funds. A complementary suite of multi-manager portfolios which sits alongside the existing Merlin range.

20 August 2024
The dollar and its rivals
The dollar and its rivals

Here’s a look at what some of our fund managers think about whether the US dollar’s hegemony could be challenged anytime soon.

9 June 2023
European equities – not a market to ignore
European equities – not a market to ignore

Caroline Cantor, Mark Nichols and Mark Heslop discuss European equities’ performance, valuation and diversification properties – and share a few surprising facts.

20 August 2024
Merlin Weekly Macro: How clean can electricity become?
Merlin Weekly Macro: How clean can electricity become?

The Jupiter Merlin team look at the government’s infrastructure and clean energy plans, including carbon-zero electricity production, and where the challenges may be.

8 June 2023
The Merlin approach to ESG
The Merlin approach to ESG

George Fox, Investment Manager, Independent Funds, explains the team’s philosophy and process regarding environmental, social and governance (ESG).

9 August 2024
Merlin Weekly Macro: Stock markets get the jitters
Merlin Weekly Macro: Stock markets get the jitters

The Jupiter Merlin team discuss the rapid movements in stock markets, in particular Japan, over the past several days. What does this mean for investors?

24 May 2023
A US debt default would be catastrophic
A US debt default would be catastrophic

As debate over the US government debt ceiling mounts, Trump’s threat for Republicans to
trigger a debt default would be economic suicide, say the Jupiter Merlin team.

22 May 2023
The US government faces systemic risks
The US government faces systemic risks

Interest rates in the US may have peaked but, with the US government facing ongoing systemic risks, what might the future hold? The Jupiter Merlin team give their view.

7 August 2024
Merlin Weekly Macro: A battle of wills on interest rates
Merlin Weekly Macro: A battle of wills on interest rates

The Jupiter Merlin team discuss the Bank of England’s decision to cut interest rates. How fast – and how far - might rates fall from here?

11 May 2023
Democracies divided, autocrats in alignment
Democracies divided, autocrats in alignment

The Jupiter Merlin team discuss President Macron’s unhelpful ‘diplomacy’, which damages Western unity in facing off against Russia, China, Iran and North Korea.

29 July 2024
Merlin Weekly Macro: Debt and deficits plague the West
Merlin Weekly Macro: Debt and deficits plague the West

The Jupiter Merlin team discuss the economic prospects of the world’s major economies. Can the highly indebted West grow enough to fund spending plans?

9 May 2023
What's behind the rise in gold and silver?
What's behind the rise in gold and silver?

Ned Naylor-Leyland and Daniel March discuss the macro, market and technical factors behind the bullish moves in gold and silver.

24 July 2024
Merlin Weekly Macro: Can the US constitution endure Trump?
Merlin Weekly Macro: Can the US constitution endure Trump?

The Jupiter Merlin team examine the state of US politics, as Trump survives an assassination attempt and Biden continues to come under pressure to withdraw.

9 May 2023
What's behind the rise in gold and silver?
What's behind the rise in gold and silver?

Ned Naylor-Leyland and Daniel March discuss the macro, market and technical factors behind the bullish moves in gold and silver.

10 June 2024
Jupiter Merlin Webcast: Climbing a mountain of worry
Jupiter Merlin Webcast: Climbing a mountain of worry

Jupiter Merlin Webcast: Rather than the famous ‘wall of worry’ investors have been climbing a mountain. So where are the best long-term opportunities?

3 May 2023
The best that the Asia Pacific region can offer
The best that the Asia Pacific region can offer

Jason Pidcock and Sam Konrad outline the diverse opportunities in the Asia Pacific region, particularly the complementary strengths of Australia and India.

5 June 2024
Merlin Weekly Macro: The election race is on
Merlin Weekly Macro: The election race is on

The UK goes to the polls on 4 July to elect a new government. Could economic data boost Tory chances? The Jupiter Merlin team assess the factors at play.

3 May 2023
'Gradually, then suddenly': monetary tightening starts to bite
'Gradually, then suddenly': monetary tightening starts to bite

Accidents have already disrupted markets, but are there more to come? How soon might the Federal Reserve loosen policy? Ariel Bezalel and Harry Richards give their view.

5 June 2024
The importance of diversification
The importance of diversification

Jason Pidcock and Sam Konrad explain why they think their Asian Equity Income strategy is well positioned for a range of scenarios, given its diversified exposure.