The unusually calm market conditions of 2017 have given way to the swaggering return of volatility and generally rising US Treasury yields. But Ariel Bezalel, Head of Strategy, Fixed Income has believed for some time that the tide is set to turn and that the bull market in government bonds is far from over. Market conditions year to date have only strengthened his conviction. He explains why a prudent approach is now needed in an environment that is at a late stage of the business cycle and vulnerable to unforeseen shocks.

The US Federal Reserve might be too optimistic about its ability to raise rates three to four times this year. Ariel Bezalel, Head of Strategy, Fixed Income, examines the dynamics of the US rate environment and explains why he believes the end of the rate hiking cycle could be in sight.

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.

After a hiatus in 2017, volatility appears to be back. Are recent tremors in markets a catalyst for change or yet another false positive? Looking at a range of stress indicators, James Clunie, Head of Strategy, Absolute Return, believes regime change could be afoot.

Ariel Bezalel and Harry Richards analyse Trump’s policies and what that may mean for the economy and markets.

Saudi Arabia has attracted international attention recently because of the reform agenda being driven by crown prince Mohammad bin Salman.

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.

The Jupiter Merlin team discusses the uncertainty stemming from geopolitical conflicts and tensions.

It pays to “do your own homework” and avoid generalisations when considering corporate credit ratings.

Ned Naylor-Leyland looks at the implications of the Basel 3 framework for the Gold market, as the possible end of the LBMA-led status quo approaches.

The Jupiter Merlin team analyses whether Rachel Reeves’s economic strategy and spending plans are robust enough to boost the UK’s growth prospects.

A court has ruled against Royal Dutch Shell’s carbon emissions plan based on the Paris Climate Accord. The Merlin team give their view on the implications.

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.

Ariel Bezalel and Harry Richards discuss whether inflationary pressures are likely to be cyclical or structural.

The Jupiter Merlin team discusses the uncertainty stemming from geopolitical conflicts and tensions.

Mark Nichols and Mark Heslop, fund managers in the Jupiter European growth strategy, discuss market activity and positioning.

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.