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.

14 July 2022
A once in a generation opportunity in fixed income?
A once in a generation opportunity in fixed income?

Ariel Bezalel and Harry Richards look at a turbulent time in bond markets and explain why, rather than doom and gloom, this could be a once in a generation opportunity.

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.

12 July 2022
Central banks hit the panic button
Central banks hit the panic button

The Jupiter Merlin team examine the efforts of central banks to manage inflation, as the Federal Reserve and European Central Bank appear to hit the panic button.

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.

31 May 2022
Jupiter Merlin Weekly: The central bank policy porridge
Jupiter Merlin Weekly: The central bank policy porridge

The Jupiter Merlin team discuss the attempts of central banks to navigate between recession and inflation, with mixed results that risk being either too hot or too cold.

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.

27 May 2022
Sleepwalking into an energy crisis
Sleepwalking into an energy crisis

Richard Buxton argues that energy security means more natural gas, being honest about the clean energy transition and preparing for years of high energy prices.

17 May 2022
Gold tantalisingly poised for an all-time high
Gold tantalisingly poised for an all-time high

Ned Naylor-Leyland, Head of Gold and Silver, says gold prices may hit fresh highs soon as soaring inflation and muted central bank containment measures spur wider demand for the precious metal.

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.

6 May 2022
Energy shock: looking at both sides of the coin
Energy shock: looking at both sides of the coin

Jon Wallace and Noelle Guo say the energy shock faced by consumers now is reminiscent of the 1970s, which may boost usage of existing energy efficient technologies and spawn new ones.

19 April 2022
The gaping breach in the sanctions wall
The gaping breach in the sanctions wall

The Jupiter Merlin team look at the dilemma NATO faces in responding to Russian aggression in Ukraine, and also discuss rapid moves in government bond yields.

14 April 2022
Notes from the Investment Floor: Why gold and silver could break out
Notes from the Investment Floor: Why gold and silver could break out

Ned Naylor-Leyland discusses why the price of gold may be approaching an inflection point and what this would mean for silver and for mining equities.

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.

16 March 2022
Why geopolitics is turning eyes towards gold
Why geopolitics is turning eyes towards gold

Ned Naylor-Leyland, manager of the Jupiter Gold & Silver Fund, assesses prospects for monetary metals in the light of current geopolitics and macroeconomics.

16 March 2022
The new era of inflation, tightening and reduced liquidity
The new era of inflation, tightening and reduced liquidity

Mark Nash discusses how the outlook for risk assets has changed in a period where central banks are raising rates and reducing liquidity in a bid to control inflation.

16 March 2022
How UK investors can protect their savings from inflation
How UK investors can protect their savings from inflation

Talib Sheikh, Head of Strategy, Multi-Asset, explains why high levels of inflation is bad for investors, and what they can do to preserve the purchasing power of their money.

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.

11 February 2022
Weaning markets off the liquidity drug
Weaning markets off the liquidity drug

The Jupiter Merlin team look at the implications of the Fed’s latest policy pivot and the market’s concern over rumblings of war in Ukraine.

 

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.