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

As the UK and others look towards future elections, will the aspiring governments of tomorrow have fiscal headroom to enact meaningful change?

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.

Ariel Bezalel gives an overview of Jupiter’s global flexible bond strategy, how the investment process works, and how the team seek to generate alpha.

With the global economy perhaps headed for recession, where can investors find secular growth opportunities?

Where can equity income investors find the most attractive combination of income and growth in a world of higher inflation and higher interest rates?

With labour markets in many parts of the world remaining tight, talk of disinflation could be premature. In this webcast Mark Nash, Huw Davies and James Novotny discuss the macro backdrop and the outlook for fixed income.

The Jupiter Merlin team discuss the diverging views between central banks about how best they should maintain financial stability and defeat inflation.

Ariel Bezalel and Harry Richards, investment managers of the Jupiter Strategic Bond strategy, outline their macro thesis and current view of markets.

The Jupiter Merlin team discuss government plans for energy (deluded?) and levelling up (dangerous?) before considering the implications of climate change policy.

The best President, or the least worst? Exactly a year before the 2024 US election, the Jupiter Merlin team analyses a likely Biden/Trump rematch.

Richard Buxton assesses Jeremy Hunt’s first full budget, in which the Chancellor sought to incentivise companies to invest in and encourage re-participation in the workforce.

This Merlin Weekly Macro looks at the appalling events in the Middle East and how markets have reacted, while asking what this could mean regarding US support for Ukraine.

Jon Wallace looks at the impact that a moderation in inflation, and structurally higher energy prices, are having on environmental solutions businesses.

This Merlin Weekly Macro looks at government debt problems in the US, as Biden’s administration continues to “Go real big” on both spending and borrowing.

The Jupiter Merlin team ask whether support for Ukraine is strengthening or wavering in the West, and what might the end game be for this devastating conflict?

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

The Jupiter Merlin team examine what has already been a rollercoaster year in bond markets.