Jupiter

Mark Heslop explains why pricing power is important when identifying companies that can survive periods of market volatility.

Ariel Bezalel and Harry Richards look at a turbulent time in bond markets and explain why, rather than doom and gloom, this could be a once in a generation opportunity.

The Jupiter Merlin team examine the efforts of central banks to manage inflation, as the Federal Reserve and European Central Bank appear to hit the panic button.

The Jupiter Merlin team discuss the attempts of central banks to navigate between recession and inflation, with mixed results that risk being either too hot or too cold.

Richard Buxton argues that energy security means more natural gas, being honest about the clean energy transition and preparing for years of high energy prices.

Ned Naylor-Leyland, Head of Gold and Silver, says gold prices may hit fresh highs soon as soaring inflation and muted central bank containment measures spur wider demand for the precious metal.

Jon Wallace and Noelle Guo say the energy shock faced by consumers now is reminiscent of the 1970s, which may boost usage of existing energy efficient technologies and spawn new ones.

The Jupiter Merlin team look at the dilemma NATO faces in responding to Russian aggression in Ukraine, and also discuss rapid moves in government bond yields.

Ned Naylor-Leyland discusses why the price of gold may be approaching an inflection point and what this would mean for silver and for mining equities.

James Murray, Senior Analyst, and Amadeo Alentorn, Head of Systematic Equities, tease out some of the subtleties involved in value investing, and explain why this is important to investors.

The Jupiter Merlin team conclude that nobody has all the answers, as they look at this fast-moving, dynamic confluence of economic and geopolitical events.

The Jupiter Merlin team look at a tumultuous week, as Putin’s war has triggered radical movements in commodity markets as well as upending German political orthodoxy.

Mark Heslop and Phil Macartney discuss the issues around digitalisation -- the opportunities and challenges, and potential benefits for consumers, companies and investors.

Ned Naylor-Leyland, manager of the Jupiter Gold & Silver Fund, assesses prospects for monetary metals in the light of current geopolitics and macroeconomics.

Mark Nash discusses how the outlook for risk assets has changed in a period where central banks are raising rates and reducing liquidity in a bid to control inflation.

Talib Sheikh, Head of Strategy, Multi-Asset, explains why high levels of inflation is bad for investors, and what they can do to preserve the purchasing power of their money.

The Jupiter Merlin team look at the implications of the Fed’s latest policy pivot and the market’s concern over rumblings of war in Ukraine.

Richard Buxton discusses market volatility, the Fed’s hawkish tilt and what may lie ahead for investors.