19 April 2023
Outlook 2023: Environmental solutions are crossing a watershed
Outlook 2023: Environmental solutions are crossing a watershed

As financial markets struggle for direction, Jon Wallace and Noelle Guo discuss the unavoidable trends shaping the future.

20 October 2021
UK Small & Mid Cap Equities: Alpha, IPOs and Disruptors
UK Small & Mid Cap Equities: Alpha, IPOs and Disruptors

There are many misconceptions about the equities market in smaller and midsize companies in the UK.

17 April 2023
US and EU 'IRA': made in China?
US and EU 'IRA': made in China?

The EU’s efforts to catch up with the US’s massive move to support strategic green industries, jobs and clean technology signal a new era, writes Jupiter’s Environmental Solutions team.

20 October 2021
Jupiter Merlin Weekly: How to make a drama out of a crisis
Jupiter Merlin Weekly: How to make a drama out of a crisis

The Jupiter Merlin team discuss the UK’s fuel crisis, China’s economic slump, and central banks that have all their fingers crossed that they’re right about inflation.

14 April 2023
Rethinking fixed income: two top bond managers debate the path ahead
Rethinking fixed income: two top bond managers debate the path ahead

With uncertainties over inflation and rates, how should investors navigate bond markets? In this video, Matthew Morgan, Head of Fixed Income, asks Ariel Bezalel and Mark Nash for their views.

26 September 2021
Jupiter Merlin Weekly: Macron goes nuclear over defence schism
Jupiter Merlin Weekly: Macron goes nuclear over defence schism

In the wake of the Australian submarine row with France, the Jupiter Merlin team examines how schisms in the western defence alliances can have far-reaching consequences.

14 April 2023
Sterling Investment Grade Bond Strategy
Sterling Investment Grade Bond Strategy

Harry Richards gives an overview of Jupiter’s sterling investment grade bond strategy, how the investment process works, and how the team seek to generate alpha.

18 October 2021
Jupiter Merlin Weekly: Evolution or revolution in China?
Jupiter Merlin Weekly: Evolution or revolution in China?

China’s re-socialisation: evolutionary or revolutionary? The Jupiter Merlin team analyses the bigger picture behind the Evergrande collapse.

14 April 2023
Talking factsheet: Asian Equity Income Strategy
Talking factsheet: Asian Equity Income Strategy

Jason Pidcock gives an overview of Jupiter’s Asian equity income strategy, how the investment process works, and how the team seek to generate alpha.

14 October 2021
Inflation: demographics, narrative, and the snow globe economy
Inflation: demographics, narrative, and the snow globe economy

Inflation is the topic that has dominated the market discourse this year, and if anything that has only intensified in recent weeks. To discuss this topic, we brought together Ariel Bezalel (Head of Strategy, Fixed Income), Ned Naylor-Leyland (Head of Gold & Silver) and Talib Sheikh (Head of Strategy, Multi-Asset) to examine the implications for their asset classes.

14 April 2023
Talking factsheet: Global Flexible Bond Strategy
Talking factsheet: Global Flexible Bond Strategy

Ariel Bezalel gives an overview of Jupiter’s global flexible bond strategy, how the investment process works, and how the team seek to generate alpha.

10 September 2021
Will gold regain its lustre as stimulus kindles inflation hopes?
Will gold regain its lustre as stimulus kindles inflation hopes?

Ned Naylor-Leyland, Head of Strategy, Gold & Silver, says gold looks interesting at the moment as prices reign much below the peak seen a year ago amid uncertainty posed by new variants of coronavirus.

13 April 2023
Webcast: The death of the inflation cycle may be exaggerated
Webcast: The death of the inflation cycle may be exaggerated

With labour markets in many parts of the world remaining tight, talk of disinflation could be premature. In this webcast Mark Nash, Huw Davies and James Novotny discuss the macro backdrop and the outlook for fixed income.

10 September 2021
Jupiter Merlin Weekly: A catastrophic failure of Western policy
Jupiter Merlin Weekly: A catastrophic failure of Western policy

As tragic scenes unfold in Afghanistan, the Merlin team give their view on the causes and ramifications of this foreign policy failure for the US and its allies.

11 April 2023
Playing the game of unintended consequences
Playing the game of unintended consequences

The Jupiter Merlin team discuss the diverging views between central banks about how best they should maintain financial stability and defeat inflation.

10 September 2021
Jupiter Merlin Weekly: Apocalypse Now?
Jupiter Merlin Weekly: Apocalypse Now?

The recent ‘Code Red!’ IPCC climate change report raises many fundamental policy issues. The Jupiter Merlin team looks at the future, not least an impending ‘carbon climate compression clash’, and discusses how it approaches climate change pragmatically in its investments.

11 April 2023
From the deluded to the downright dangerous
From the deluded to the downright dangerous

The Jupiter Merlin team discuss government plans for energy (deluded?) and levelling up (dangerous?) before considering the implications of climate change policy.

3 August 2021
Opportunities in impact investing for climate change
Opportunities in impact investing for climate change

Jon Wallace explains how the pace of action to halt climate change must step up dramatically and the challenges and investment opportunities that may result.

16 March 2023
Budget reaction: A glass half full Budget for the optimists
Budget reaction: A glass half full Budget for the optimists

Richard Buxton assesses Jeremy Hunt’s first full budget, in which the Chancellor sought to incentivise companies to invest in and encourage re-participation in the workforce.

5 July 2021
Jupiter Merlin Weekly: Geopolitics and long-term risk
Jupiter Merlin Weekly: Geopolitics and long-term risk

The Merlin team discuss geopolitics this week, as G7 leaders unveiled the “Build Back Better World” initiative and the Royal Navy entered disputed waters.