The Jupiter Merlin Team says that the growing strategic divide is not without costs to the world.
Mark Nichols and Mark Heslop, fund managers in the Jupiter European growth strategy, discuss market activity and positioning.
The Jupiter Merlin Team throws the spotlight on Reform in the wake of the local election results.
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.
What's behind the rally in the gold price?
A question of trust: crypto assets, gold, silver, and the future of the global monetary system
Ned Naylor-Leyland discusses the market for gold and silver and mining stocks and why many investors may be looking to increase their allocations.
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
Alex Savvides, Stephanie Geary and Siddharth Sukumar provide extended commentary about the market and their UK Dynamic Equity strategy during the quarter.
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.
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
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
The Jupiter Merlin team takes stock of Trump’s tariff tirade and geopolitical moves as he completes three months in office.
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.
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.
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.
Ned Naylor-Leyland discusses recent gains for gold and silver, and why he expects to see more momentum in the market for precious metals.
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.
The Jupiter Merlin team look at the struggles of the UK’ Labour government to instil economic confidence.
The UK’s finances are a mess and, as the Chancellor himself has said, our economic emergency has just begun. The only two ways to address this are by the government taxing more and/or spending less – so how might they achieve it?