As financial markets struggle for direction, Jon Wallace and Noelle Guo discuss the unavoidable trends shaping the future.
There are many misconceptions about the equities market in smaller and midsize companies in the UK.
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.
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.
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.
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.
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.
China’s re-socialisation: evolutionary or revolutionary? The Jupiter Merlin team analyses the bigger picture behind the Evergrande collapse.
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.
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.
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.
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.
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.
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.
The Jupiter Merlin team discuss the diverging views between central banks about how best they should maintain financial stability and defeat inflation.
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.
The Jupiter Merlin team discuss government plans for energy (deluded?) and levelling up (dangerous?) before considering the implications of climate change policy.
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.
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.
The Merlin team discuss geopolitics this week, as G7 leaders unveiled the “Build Back Better World” initiative and the Royal Navy entered disputed waters.