1 April 2026
Are high energy costs squeezing growth in core Europe?
Are high energy costs squeezing growth in core Europe?

Niall Gallagher examines Europe’s donut economy – where growth in periphery countries outpaces the core – and how disparity in energy prices could be driving this.

11 February 2022
Weaning markets off the liquidity drug
Weaning markets off the liquidity drug

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.

 

1 April 2026
Jupiter Strategic Bond: update on performance and positioning
Jupiter Strategic Bond: update on performance and positioning

Ariel Bezalel and Harry Richards outline how their strategy adapted tactically to market conditions in 2025, and how its positioned for the future. Marketing Communication. Capital at risk.

9 February 2022
Webcast - Volatile year ahead?
Webcast - Volatile year ahead?

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

31 March 2026
Peace and Perversion: a geopolitical analysis
Peace and Perversion: a geopolitical analysis

In this detailed assessment of the geopolitical landscape, Alastair Irvine discusses the rising tensions between major global powers and considers the investment view.

9 February 2022
UK Small & Mid Cap update: A pragmatic approach to a polarised market
UK Small & Mid Cap update: A pragmatic approach to a polarised market

Dan Nickols and Richard Watts look back on a challenging 2021, and look ahead to the market dynamics that UK Small & Mid cap investors will need to navigate in 2022.

30 March 2026
Merlin Weekly Macro: The high-stakes energy security game
Merlin Weekly Macro: The high-stakes energy security game

The Jupiter Merlin team examines the aggressive energy strategies pursued by the world’s top two economies and how they differ from those of the UK. (Originally published 13th February 2026)

9 February 2022
Notes from the Investment Floor: The central banking pantomime
Notes from the Investment Floor: The central banking pantomime

Ned Naylor-Leyland comments on the dynamics in monetary metals markets, as a central banking pantomime has so far had a suppressing effect on gold and silver prices.

7 February 2022
Webcast: An Early View of 2022
Webcast: An Early View of 2022

Richard Buxton in his first webcast of the year shares his outlook on markets, the economy and UK large-cap stocks.

19 March 2026
Bonds: Navigating a period of heightened uncertainty
Bonds: Navigating a period of heightened uncertainty

Ariel Bezalel and Harry Richards analyse the global macro environment and what it could entail for fixed income markets.

2 December 2021
European outlook: four megathemes
European outlook: four megathemes

Mark Heslop and Mark Nichols, Fund Managers, European Growth, look beyond 2022, considering some of the longer-term trends that are likely to impact investment performance.

5 March 2026
Trump gambles as US and Israel strike at Iran: rapid market reaction
Trump gambles as US and Israel strike at Iran: rapid market reaction

Jupiter’s investment experts react to the outbreak of conflict in Iran, discussing the global market response so far, and what this could mean for the bigger picture.

25 November 2021
Jupiter Merlin Weekly: Flat Irn-Bru at COP26
Jupiter Merlin Weekly: Flat Irn-Bru at COP26

The Jupiter Merlin team discuss the results of COP26, as well as the continuing struggles of central banks to frame policy regarding inflation.

3 December 2025
Outlook 2026: A diversified and flexible approach to core equities markets
Outlook 2026: A diversified and flexible approach to core equities markets

Jupiter investment experts in European Equities and World Equities discuss what 2026 may have in store for markets.

26 November 2021
Methane Cut Pledge Is Big Boost for Transition to Net Zero
Methane Cut Pledge Is Big Boost for Transition to Net Zero

Jon Wallace discusses innovations in detecting methane and the importance of an agreement by major nations to reduce emissions of this harmful gas.

3 December 2025
Outlook 2026: What are the prospects for fixed income investing in the months ahead
Outlook 2026: What are the prospects for fixed income investing in the months ahead

Some of Jupiter’s leading investment experts give their view on what 2026 may have in store for fixed income investors.

26 November 2021
Inflation can remain sticky for a while yet ... but not forever
Inflation can remain sticky for a while yet ... but not forever

Inflation remains transitory, but it’s putting central banks under pressure and at risk of making a policy mistake, says Ariel Bezalel, Head of Strategy, Fixed Income.

3 December 2025
Outlook 2026: Where to find income from equities and bonds
Outlook 2026: Where to find income from equities and bonds

Some of Jupiter’s leading investment experts discuss what 2026 may have in store for equities markets.

23 November 2021
Jupiter Merlin Weekly: Divisions between the White House and Fed
Jupiter Merlin Weekly: Divisions between the White House and Fed

The Jupiter Merlin team discuss the policy landscape in the US, where the White House and the Federal Reserve seem at odds over how to deal with rising inflation.

3 December 2025
Outlook 2026: Trump backed into a corner, and debt still dominates
Outlook 2026: Trump backed into a corner, and debt still dominates

The Jupiter Merlin team look ahead to 2026. Will Trump be backed into a corner after the US mid-terms, and will governments finally get a handle on their debt nightmare?