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 examines what’s in store as major equity markets remain exuberant, while the bonds markets stay cautious amid mounting global risks.
What can we expect from Asia Pacific (ex Japan) markets in 2023? Jason Pidcock and Sam Konrad give their views and discuss the key attributes they look for in companies.
Ariel Bezalel and Harry Richards assess the prospects for fixed income as inflation fades and growth concerns emerge.
Guy de Blonay discusses the outlook for global financial equities, including the impact of US trade policies, where he sees the best opportunities and the biggest risks.
Global markets have faced a rough ride this year. How do investors navigate this choppy and uncertain environment? Ariel Bezalel and Harry Richards show how their strategy’s well-considered approach has historically delivered through some rough patches over the years.
Ariel Bezalel and Harry Richards analyse Trump’s policies and what that may mean for the economy and markets.
The Jupiter Merlin team look at a turbulent week for the UK economy. As the blame game gets underway, the team discuss the consequences of bingeing on debt.
Current geopolitical, economic and market conditions mean that investors should consider including alternatives for diversification, argue Amadeo Alentorn, Head of Systematic Equities, Mark Nash, Investment Manager, Fixed Income – Alternatives, and Ned Naylor-Leyland, Investment Manager, Gold & Silver.
Ariel Bezalel and Harry Richards argue that the Fed’s misguided focus on inflation will cause a deep recession – and offers compelling opportunities for fixed income investors.
The Jupiter Merlin team discusses the uncertainty stemming from geopolitical conflicts and tensions.
Jason Pidcock, manager of the Jupiter Asian Income Fund, explains why he’s sold out of his last remaining positions in mainland China.
The Jupiter Merlin team analyses whether Rachel Reeves’s economic strategy and spending plans are robust enough to boost the UK’s growth prospects.
The Jupiter Merlin team considers recent inflation data and suggests that it will be our energy supplies this winter that determine the duration of higher prices.
Asia income fund managers Jason Pidcock and Sam Konrad discuss why investors may be looking to increase allocations to Asia, the impact of tariffs and what they have been hearing from company meetings.
Matus Mrazik of the Jupiter Systematic Equities team explains how their ‘glass box’ investment approach uses computer help in what is ultimately a human process.
The Jupiter Merlin team discusses the uncertainty stemming from geopolitical conflicts and tensions.
Jason Pidcock explains why investing in Asia doesn’t have to mean China, and discusses where he believes many of the most attractive Asia Pacific opportunities can be found.
Join us on Wednesday 7th May for the monthly Jupiter Merlin webcast, where the team will discuss how the portfolios are positioned in response to the recent volatility we have seen across global markets. Hear how the Jupiter Merlin Portfolios are structured to mitigate risk and how the team monitor the changing economic backdrop to identify and take advantage of the opportunities. For professional investors only. Capital at risk.