Caroline Cantor, Mark Heslop and Mark Nichols look at potential opportunities for European luxury and consumer goods companies from China’s lifting of Covid restrictions.
Ariel Bezalel and Harry Richards say global growth will continue to slow in the coming months, dragging inflation further down, increasing the likelihood of rate cuts towards the end of the year.
The Jupiter Merlin team looks at the malaise behind the UK’s first foray into new battery technology and why it is important not to lose heart about investing in the UK.
In this webcast, the Jupiter Merlin team will assess the investment landscape as we end 2022 with central banks suggesting they will slow the pace of interest rate rises. Inflation was the dominant economic factor of 2022 … but will it subside in 2023?
The Value Equities team provide an insight into the companies they have engaged with in 2022 as part of their annual stewardship report.
Optimism around fixed income was rare in 2022, but there are reasons to believe 2023 may see a change in fortune for bond markets, say Ariel Bezalel and Harry Richards.
A series of in-person events taking place around the UK in Q1 2023, at which you will have the opportunity to hear how the Jupiter Merlin team view the investment landscape.
In this video, Amanda Sillars and Jon Wallace discuss the future of sustainability and ESG from the perspective of investors.
Adam Darling looks ahead to the prospect of bad economic news in 2023, but explains why he hasn’t been this optimistic about bond markets for years.
What can we expect from Asia Pacific (ex Japan) markets in 2023? Jason Pidcock and Sam Konrad give their views and discuss the key attributes they look for in companies.
Ariel Bezalel and Harry Richards assess the prospects for fixed income as inflation fades and growth concerns emerge.
Global markets have faced a rough ride this year. How do investors navigate this choppy and uncertain environment? Ariel Bezalel and Harry Richards show how their strategy’s well-considered approach has historically delivered through some rough patches over the years.
The Jupiter Merlin team look at a turbulent week for the UK economy. As the blame game gets underway, the team discuss the consequences of bingeing on debt.
Ariel Bezalel and Harry Richards argue that the Fed’s misguided focus on inflation will cause a deep recession – and offers compelling opportunities for fixed income investors.
Jason Pidcock, manager of the Jupiter Asian Income Fund, explains why he’s sold out of his last remaining positions in mainland China.
The Jupiter Merlin team considers recent inflation data and suggests that it will be our energy supplies this winter that determine the duration of higher prices.
Matus Mrazik of the Jupiter Systematic Equities team explains how their ‘glass box’ investment approach uses computer help in what is ultimately a human process.
Jason Pidcock explains why investing in Asia doesn’t have to mean China, and discusses where he believes many of the most attractive Asia Pacific opportunities can be found.
Ariel Bezalel, investment manager for fixed income, explains how inflation is easing, a recession looks likely and what this means for fixed income investors.
Ned Naylor-Leyland, Investment Manager for Gold & Silver, assesses the prospects for the unloved shares of gold & silver miners and a possible shift in Fed policy.