Jupiter

31 October 2023
UK stocks: the road ahead hinges on politics
UK stocks: the road ahead hinges on politics

Ed Meier analyses what the macro environment and politics mean for investments in the UK

21 September 2023
Gilt yields and a deeper malaise
Gilt yields and a deeper malaise

The Jupiter Merlin team consider the rich yields available in the gilt market and why improving an ailing NHS should be made a national priority.

18 September 2023
Central bankers go fishing
Central bankers go fishing

The Jupiter Merlin team take a look at the latest Jackson Hole symposium, where the world’s leading central bankers met to discuss policy.

What to make of contradictory data?
What to make of contradictory data?

The Jupiter Merlin team discuss seemingly contradictory economic data as central banks are finding that the path to containing inflation is strewn with … difficulties.

1 September 2023
Talking factsheet: Jupiter Asian Income Fund
Talking factsheet: Jupiter Asian Income Fund

Jason Pidcock gives an overview of Jupiter’s Asian equity income strategy, how the investment process works, and how the team seek to generate alpha.

31 August 2023
Talking factsheet: Jupiter Corporate Bond Fund
Talking factsheet: Jupiter Corporate Bond Fund

Harry Richards gives an overview of Jupiter’s sterling corporate bond strategy, how the investment process works, and how the team seek to generate alpha.

18 September 2023
Talking factsheet: Jupiter Strategic Bond Fund
Talking factsheet: Jupiter Strategic Bond Fund

Ariel Bezalel gives an overview of Jupiter’s Strategic Bond Fund, how the investment process works, and how the team seek to generate alpha.

18 September 2023
Talking factsheet: Jupiter Gold & Silver Fund
Talking factsheet: Jupiter Gold & Silver Fund

Ned Naylor-Leyland gives an overview of Jupiter’s gold & silver strategy, how the investment process works, and how the team seek to generate alpha.

28 August 2023
Gilt yields and a deeper malaise
Gilt yields and a deeper malaise

The Jupiter Merlin team consider the rich yields available in the gilt market and why improving an ailing NHS should be made a national priority.

7 September 2023
Engagement Case Study – De Grey Mining
Engagement Case Study – De Grey Mining

Joe Lunn describes the Gold & Silver team’s engagement with De Grey Mining and the importance of mining companies operating with sensitivity towards local communities.

7 September 2023
Reality will bite for central banks
Reality will bite for central banks

In the second half of 2023, Ariel Bezalel and Harry Richards (Investment Managers) expect central banks to become more worried about growth than inflation.

30 August 2023
Strong tailwinds
Strong tailwinds

Adam Darling and Harry Richards say investors have a once in a generation opportunity to lock in high yields in the investment grade corporate bond market.

30 August 2023
Biden turns the screw on China
Biden turns the screw on China

The Jupiter Merlin team discuss the state of China’s economy. China’s confidence abroad contrasts with its struggles at home, as growth falters and deflation arrives.

17 July 2023
Jupiter Merlin webcast: Should we be worried about government debt?
Jupiter Merlin webcast: Should we be worried about government debt?

Debt, and how to manage it, is a subject which polarises opinion and manifests itself in volatile market behaviour. How should investors react?

14 July 2023
35 years on: the compound effect of environmental solutions
35 years on: the compound effect of environmental solutions

Jon Wallace, Noelle Guo and Grisha Milushev reflect on progress on ecological challenges during the 35 years since the Jupiter Ecology Fund was launched.

13 July 2023
Jupiter Merlin Weekly: NATO recovers its purpose – but what next?
Jupiter Merlin Weekly: NATO recovers its purpose – but what next?

This Jupiter Merlin Weekly discusses how NATO’s support for Ukraine has restored its purpose after Afghanistan, and why it now faces a test of leadership it mustn’t fail.

23 June 2023
Jupiter Merlin Weekly: US debt deal is a hollow victory
Jupiter Merlin Weekly: US debt deal is a hollow victory

The Jupiter Merlin team consider the US debt ceiling deal approved by Congress, which avoids a government default without addressing the country’s troubled balance sheet.

23 June 2023
Webcast: Is the UK economy stuck in a rut?
Webcast: Is the UK economy stuck in a rut?

UK inflation is stickier than in other developed economies, but the Bank of England must keep a watchful eye on the property markets. In this webcast Richard Buxton gives his views on markets and answers questions from listeners.

A deep deficit for silver
A deep deficit for silver

Ned Naylor-Leyland and Daniel March discuss why demand for silver is outstripping supply and what this imbalance may mean for investors in the white metal.

A game of probabilities
A game of probabilities

Listen to the latest webcast from Ariel Bezalel, Harry Richards and Luca Evangelisti, who examine the potential opportunities for fixed income investors in an era of high interest rates.