Ned Naylor-Leyland discusses the market for gold and silver and mining stocks and why many investors may be looking to increase their allocations.
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.
Alex Savvides, Stephanie Geary and Siddharth Sukumar provide extended commentary about the market and their UK Dynamic Equity strategy during the quarter.
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.
Jason Pidcock and Sam Konrad discuss the impact of US tariffs, why they avoid investing in China and why they believe Asia remains an important market for equity income
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.
The Jupiter Merlin team takes stock of Trump’s tariff tirade and geopolitical moves as he completes three months in office.
Ariel Bezalel, investment manager for fixed income, explains how inflation is easing, a recession looks likely and what this means for fixed income investors.
US President Donald Trump’s tariff blitz has rattled global markets, prompting investors to rush to haven assets. Some of our fixed income experts take a look at what the ensuing uncertainty means for the real economy as well as the sovereign and corporate bond markets.
Ned Naylor-Leyland, Investment Manager for Gold & Silver, assesses the prospects for the unloved shares of gold & silver miners and a possible shift in Fed policy.
Ned Naylor-Leyland discusses recent gains for gold and silver, and why he expects to see more momentum in the market for precious metals.
Ned Naylor-Leyland explains how a shift in central bank policy could trigger a change in market sentiment that sends gold and silver prices to record highs.
The Jupiter Merlin team look at the struggles of the UK’ Labour government to instil economic confidence.
Mark Heslop explains why pricing power is important when identifying companies that can survive periods of market volatility.
Alex Savvides, Stephanie Geary and Siddharth Sukumar say their UK equity strategy aims to generate returns from transforming companies - and sweating the details.
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 consider Donald Trump’s appearance at Davos, the MAGA ideology, and the potential impact of trade tariffs.
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.
Ariel Bezalel and Harry Richards examine the prospects for global growth and what that might mean for fixed income markets.
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.