Jupiter

The Jupiter Merlin team examine President Zelensky’s efforts to obtain jets from Ukraine’s NATO allies, an endeavour fraught with logistical and political difficulties.

Caroline Cantor, Mark Nichols and Mark Heslop discuss European equities’ performance, valuation and diversification properties – and share a few surprising facts.

The Jupiter Merlin team presented on the launch of the new Jupiter 'Merlin select' range of funds. A complementary suite of multi-manager portfolios which sits alongside the existing Merlin range.

Caroline Cantor, Mark Nichols and Mark Heslop discuss European equities’ performance, valuation and diversification properties – and share a few surprising facts.

George Fox, Investment Manager, Independent Funds, explains the team’s philosophy and process regarding environmental, social and governance (ESG).

As debate over the US government debt ceiling mounts, Trump’s threat for Republicans to
trigger a debt default would be economic suicide, say the Jupiter Merlin team.

Interest rates in the US may have peaked but, with the US government facing ongoing systemic risks, what might the future hold? The Jupiter Merlin team give their view.

The Jupiter Merlin team discuss President Macron’s unhelpful ‘diplomacy’, which damages Western unity in facing off against Russia, China, Iran and North Korea.

Ned Naylor-Leyland and Daniel March discuss the macro, market and technical factors behind the bullish moves in gold and silver.

Ned Naylor-Leyland and Daniel March discuss the macro, market and technical factors behind the bullish moves in gold and silver.

Jason Pidcock and Sam Konrad outline the diverse opportunities in the Asia Pacific region, particularly the complementary strengths of Australia and India.

Accidents have already disrupted markets, but are there more to come? How soon might the Federal Reserve loosen policy? Ariel Bezalel and Harry Richards give their view.

Phil Macartney, European equities investment manager, argues that bank shares carry more risk than reward and should be avoided - even in the best of times.

As the Bank of England chief economist says Britons must accept they are poorer, the Jupiter Merlin team discuss the predicament facing central banks.

A yield of c3.5% on the US 30-Year Treasury says that a fairly trifling return is all the compensation needed for the coming three decades of geopolitical earthquakes and economic ructions. Are risks being foolishly ignored, or is this a classic case of markets ‘climbing a wall of worry’?

Phil Macartney says an indiscriminate selloff in European small caps has created opportunities to invest in undervalued companies with robust fundamentals.

Since the Global Financial Crisis, regulators and policy makers have worked to avoid a repeat. Yet banks are in trouble again. Is this the same old story?

The Jupiter Merlin team look at a dramatic week in markets, as cracks appear in the banking sector and the credibility of the US Federal Reserve hangs in the balance.