The Jupiter Merlin team conclude that nobody has all the answers, as they look at this fast-moving, dynamic confluence of economic and geopolitical events.
The Jupiter Merlin team consider the US debt ceiling deal approved by Congress, which avoids a government default without addressing the country’s troubled balance sheet.
Ned Naylor-Leyland, manager of the Jupiter Gold & Silver Fund, assesses prospects for monetary metals in the light of current geopolitics and macroeconomics.
UK inflation is stickier than in other developed economies, but the Bank of England must keep a watchful eye on the property markets. In this webcast Richard Buxton gives his views on markets and answers questions from listeners.
Ned Naylor-Leyland and Daniel March discuss why demand for silver is outstripping supply and what this imbalance may mean for investors in the white metal.
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.
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.
Listen to the latest webcast from Ariel Bezalel, Harry Richards and Luca Evangelisti, who examine the potential opportunities for fixed income investors in an era of high interest rates.
The Jupiter Merlin team imagine what the Bank of England Governor might say to the Chancellor, then assess who’s ahead in the net zero arms race?
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.
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.
Richard Buxton discusses market volatility, the Fed’s hawkish tilt and what may lie ahead for investors.
Caroline Cantor, Mark Nichols and Mark Heslop discuss European equities’ performance, valuation and diversification properties – and share a few surprising facts.
Dan Nickols and Richard Watts look back on a challenging 2021, and look ahead to the market dynamics that UK Small & Mid cap investors will need to navigate in 2022.
Ned Naylor-Leyland comments on the dynamics in monetary metals markets, as a central banking pantomime has so far had a suppressing effect on gold and silver prices.
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.
Richard Buxton in his first webcast of the year shares his outlook on markets, the economy and UK large-cap stocks.
Caroline Cantor, Mark Nichols and Mark Heslop discuss European equities’ performance, valuation and diversification properties – and share a few surprising facts.
Mark Heslop and Mark Nichols, Fund Managers, European Growth, look beyond 2022, considering some of the longer-term trends that are likely to impact investment performance.
George Fox, Investment Manager, Independent Funds, explains the team’s philosophy and process regarding environmental, social and governance (ESG).