Ariel Bezalel and Harry Richards discuss whether inflationary pressures are likely to be cyclical or structural.
The Jupiter Merlin Team throws the spotlight on Reform in the wake of the local election results.
Mark Nichols and Mark Heslop, fund managers in the Jupiter European growth strategy, discuss market activity and positioning.
What's behind the rally in the gold price?
Current conditions in the sterling investment-grade corporate bond market warrant an approach that is active, pragmatic and risk aware. Those who embrace such a philosophy may discover some attractive alpha opportunities ahead.
Ned Naylor-Leyland discusses the market for gold and silver and mining stocks and why many investors may be looking to increase their allocations.
A question of trust: crypto assets, gold, silver, and the future of the global monetary system
Alex Savvides, Stephanie Geary and Siddharth Sukumar provide extended commentary about the market and their UK Dynamic Equity strategy during the quarter.
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
Richard Watts says shares in UK mid-sized companies are particularly well-positioned for an economic recovery and worthy of consideration as a stand-alone allocation
The Jupiter Merlin team takes stock of Trump’s tariff tirade and geopolitical moves as he completes three months in office.
Ned Naylor-Leyland explains why a likely return to falling real interest rates and the strong operational performance of mining companies point to a bullish outlook for monetary metals.
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 explains why he sees a supply and demand mismatch in the physical silver market and what it may mean for the price of the metal
As its vaccine supply trickles in the EU is lashing out, while riots in the Netherlands and the as-yet untouched Covid-recovery fund point to a deeper malaise.
Ned Naylor-Leyland discusses recent gains for gold and silver, and why he expects to see more momentum in the market for precious metals.
In the 1990s, the role of independent central banks was to act as global policemen stamping down on inflation whenever it flared up. But following the Great Financial Crisis the referees became players while in 2021 the boundary between independent central banks and their governments will look increasingly blurred. What sort of a world are bondholders likely to face, ask Ariel Bezalel and Harry Richards.
The Jupiter Merlin team look at the struggles of the UK’ Labour government to instil economic confidence.
Looking to 2021 and considering the lasting impact of Covid-19, the mountains of debt left in its wake and how stock and bond investors have differing views. Through it all, long-term investors, commensurate with their risk appetite, are best served with a diversified portfolio.
Alex Savvides, Stephanie Geary and Siddharth Sukumar say their UK equity strategy aims to generate returns from transforming companies - and sweating the details.