Jon Wallace looks at the impact that a moderation in inflation, and structurally higher energy prices, are having on environmental solutions businesses.

The Jupiter Merlin team ask whether support for Ukraine is strengthening or wavering in the West, and what might the end game be for this devastating conflict?

The Jupiter Merlin team examine what has already been a rollercoaster year in bond markets.

This week has been one of targeted fiscal heavy lifting, particularly in the European Union. One of the ironies of the current impasse between the EU and the UK in concluding a free trade agreement is the EU’s insistence that its strict rules on state aid provision must be adhered to by the UK so as not to give British companies a competitive advantage (or, more accurately, not to put EU companies at a disadvantage). Announced a while ago, Italy’s flag-carrying airline Alitalia has already been bailed out, as has KLM-Air France by both the Dutch and French governments.

Jupiter’s Independent Funds Team look at the implication of the UK’s sharp reduction in capital gains tax allowance and how that may affect portfolio management.

Harry Richards, Fund Manager, explains why investment grade offers abundant opportunities in a credit picker’s market.

Adam Darling says a global recession looks probable and may bring opportunities in high yield bonds for active investors.

In this edition of Active Minds, Matthew Morgan looks at the tug of war between aggressive policy action and optimistic sentiment, and the prevailing uncertain risks of the pandemic’s continued economic and societal impact. Elsewhere, Alastair Gunn looks at the factors underpinning equity markets and whether M&A can make a comeback, Avinash Vazirani looks at India’s experience navigating the Covid-19 crisis so far, while George Fox looks at Japan’s role as a source of income in these tough markets.

Mark Nichols says European companies are reporting positive trends on demand, pricing and the impact of China’s reopening.

Adam Darling says a global recession looks probable and may bring opportunities in high yield bonds for active investors.

Ariel Bezalel, Head of Strategy, and Harry Richards, Fund Manager, Fixed Income, explain where they have been snapping up credit opportunities, while remaining alert to the risks often concealed in bear market rallies.

The Jupiter Merlin team look at the bond market’s thundering herd, inflation’s confounding data and the US Debt Ceiling’s steady rise.

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.

Dividends have gone into lockdown. As the world attempts to control the spread of coronavirus, companies are slashing or foregoing their dividends globally in an effort to shore up their capital. In Europe, the European Central Bank (ECB) has taken it a step further, ordering banks to pause all dividends and share buybacks, and there is a real possibility other central banks may follow suit. 

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.