22 June 2021
The inflation illusion? Why deflationary forces still dominate
The inflation illusion? Why deflationary forces still dominate

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

23 May 2025
Merlin Weekly Macro: Is Reform ready to govern?
Merlin Weekly Macro: Is Reform ready to govern?

The Jupiter Merlin Team throws the spotlight on Reform in the wake of the local election results.

17 June 2021
European equities: A look back and a look ahead
European equities: A look back and a look ahead

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

26 May 2025
What's behind the rally in the gold price?
What's behind the rally in the gold price?

What's behind the rally in the gold price?

18 June 2021
IG credit: bubble trouble, alpha opportunity, or both?
IG credit: bubble trouble, alpha opportunity, or both?

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.

23 May 2025
A stealth bull market for gold, silver and miners
A stealth bull market for gold, silver and miners

Ned Naylor-Leyland discusses the market for gold and silver and mining stocks and why many investors may be looking to increase their allocations.

19 May 2021
Jupiter Gold & Silver and CoinShares partnership event
Jupiter Gold & Silver and CoinShares partnership event

A question of trust: crypto assets, gold, silver, and the future of the global monetary system

21 May 2025
Engine Room 1Q 2025 edition
Engine Room 1Q 2025 edition

Alex Savvides, Stephanie Geary and Siddharth Sukumar provide extended commentary about the market and their UK Dynamic Equity strategy during the quarter.

8 May 2025
China's tariff challenges: a closer look
China's tariff challenges: a closer look

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

23 April 2021
The unique appeal of UK mid caps
The unique appeal of UK mid caps

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

7 May 2025
Merlin Weekly Macro: Trump and the new world disorder
Merlin Weekly Macro: Trump and the new world disorder

The Jupiter Merlin team takes stock of Trump’s tariff tirade and geopolitical moves as he completes three months in office.

25 March 2021
Gold and silver mining equities – ready to rebound
Gold and silver mining equities – ready to rebound

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.

8 April 2025
Trump's reciprocal tariffs: Our fixed income experts react
Trump's reciprocal tariffs: Our fixed income experts react

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.

26 February 2021
A heady cocktail of demand for silver
A heady cocktail of demand for silver

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

29 January 2021
EU lashes out as Covid response flounders
EU lashes out as Covid response flounders

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.

6 February 2025
More momentum for gold & silver investing?
More momentum for gold & silver investing?

Ned Naylor-Leyland discusses recent gains for gold and silver, and why he expects to see more momentum in the market for precious metals.

15 December 2020
Inflation and defaults: frozen too?
Inflation and defaults: frozen too?

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.

4 February 2025
Merlin Weekly Macro: Is the UK government all at sea on growth?
Merlin Weekly Macro: Is the UK government all at sea on growth?

The Jupiter Merlin team look at the struggles of the UK’ Labour government to instil economic confidence.

15 December 2020
All change but stay diversified
All change but stay diversified

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.

4 February 2025
Outlook 2025: UK value investing through business transformation
Outlook 2025: UK value investing through business transformation

Alex Savvides, Stephanie Geary and Siddharth Sukumar say their UK equity strategy aims to generate returns from transforming companies - and sweating the details.