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?

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

Milton Friedman used to say that “nothing is so permanent as a temporary government programme” and the last twelve years of ultra-low interest rates and quantitative easing (QE) undoubtedly fits the bill. 

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

“A great day for humanity” exclaimed the banner headline in the Daily Telegraph the morning after Pfizer and BioNTech had announced the successful trial results of their jointly developed Covid-19 vaccine. As last week’s narrative of the US election quickly gives way to the virus again, many see a solution that cannot come too quickly. 

Mark Heslop, Richard Watts, Brinton Johns and Guy de Blonay discuss how Covid-19 has accelerated existing trends and how this ‘double disruption’ shapes the way they assess investment opportunities and risks.

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

‘It’s outrageous’ protested a young Democrat voter on Radio 4 on Wednesday, ‘that so many people have voted against us!’. That’s democracy for you. As the cliff-hanger US election staggers towards an outcome with Biden as President (pending Trump’s legal challenges), the Democrats retaining the House but with a reduced majority and the Republicans perhaps just retaining the Senate, both sides must be ruing what might have been. 

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.

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.

The Jupiter Merlin team discuss the trend towards more state intervention in pricing. Can price controls ever work, and what are the side effects?

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.

Here’s a look at what some of our fund managers think about whether the US dollar’s hegemony could be challenged anytime soon.

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 government’s infrastructure and clean energy plans, including carbon-zero electricity production, and where the challenges may be.

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

The Jupiter Merlin team discuss the rapid movements in stock markets, in particular Japan, over the past several days. What does this mean for investors?

“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.