Ariel Bezalel, Head of Strategy, Fixed Income, explains the appeal of a global flexible bond strategy, sharing his views on the macro environment and the corporate credit and government bond markets.

Early indications are that the US election is too close to call. Trump has again outperformed most forecasts, but with many states still counting ballots – and the likelihood of legal challenges to come from either campaign – Biden is still very much in the race although the final result may not be known for some time.

After one of the most dramatic and anticipated electoral events in modern history, the American people have voted, and the race for the White House is close. Trump has performed better than forecast, but the result remains in the balance. Jupiter fund managers including Ariel Bezalel, Richard Buxton, Ned Naylor-Leyland and Abbie Llewellyn-Waters, among others, offer their immediate thoughts on the implications for their asset classes.

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

Amid all the news of Covid-19 second waves, particularly across Europe, investment markets remain relatively calm despite predictions of shrinking global economic growth.

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

“I’ll highlight one area to start off with, and that’s biodiversity, it’s a very difficult subject for capital markets to understand; how do we value our biodiversity? It’s incredibly important, we all know that from a planetary perspective, but how do we value it? And how do we think of it from an investment perspective?” Jupiter’s Head of Sustainable Solutions, Charlie Thomas, talks about being a veteran in the sustainable investing space as it grows more popular, discusses what’s important to him when he makes investment decisions, and gives us his insight in to what he thinks will be the trends of the future.

The Jupiter Merlin team consider Donald Trump’s appearance at Davos, the MAGA ideology, and the potential impact of trade tariffs.

Covid continues to make waves and the news remains dominated by it. Economic recovery depends on the ability, the propensity and the inclination of people to return to work and resume normal patterns of consumption. Underpinning all is that word ‘confidence’.

Clean energy and other sustainable solutions will be key to a reinvigorated post-COVID economy. This time, unlike after the Global Financial Crisis, politicians show little sign of backtracking on sustainability, believes Charlie Thomas.

Ariel Bezalel and Harry Richards examine the prospects for global growth and what that might mean for fixed income markets.

Ariel Bezalel and Harry Richards explain why deflationary forces still hold sway in the global economy and where they’re finding opportunities in the Jupiter Strategic Bond Fund.

Investment managers Jason Pidcock and Sam Konrad explain why they like Singapore, as it offers emerging market exposure with developed market quality and governance.

With the prevalence of Covid-19 and its rapid and significant disruption to the global economy, not surprisingly the tectonic plates on which central banks sit are gradually shifting as countries deploy their own different strategies to deal with the fall-out. This week, the Bank of England and the US Federal Reserve (Fed) held their respective September meetings, and both warmed to themes aired publicly at the recent Jackson Hole policy symposium and before that.

Investment managers Jason Pidcock and Sam Konrad explain their quality income style and discuss the company characteristics they look for.

The one fifth decline in UK GDP in the second quarter could, without any fear of exaggeration or hyperbole, be described literally as ‘unprecedented’. Now confirming what we have been seeing for several weeks in improving unofficial high frequency data (credit card usage, retail footfalls, traffic congestion, passenger movements, electricity consumption etc), UK GDP saw a recovery of 6.6% in July.

The Jupiter Merlin team discuss seismic election results in Germany, as parties on the extreme ends of left and right have big success in state elections.

Are governments and central banks trying to cure a debt problem with more debt? As policy intervention drives markets higher at the same time as economic data nosedives, Ariel Bezalel and Harry Richards discuss where they are finding opportunities and avoiding pitfalls in today’s bond markets.