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.

30 January 2023
A change in fortune for bond markets?
A change in fortune for bond markets?

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.

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.

5 January 2023
Merlin Portfolios Roadshow - 28 February - 30 March 2023
Merlin Portfolios Roadshow - 28 February - 30 March 2023

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.

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.

16 December 2022
In a challenging year, has sustainability been deprioritised?
In a challenging year, has sustainability been deprioritised?

In this video, Amanda Sillars and Jon Wallace discuss the future of sustainability and ESG from the perspective of investors.

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.

14 December 2022
Outlook 2023: Recession, but that needn't be bad for bonds
Outlook 2023: Recession, but that needn't be bad for bonds

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.

17 July 2023
Jupiter Merlin webcast: Should we be worried about government debt?
Jupiter Merlin webcast: Should we be worried about government debt?

Debt, and how to manage it, is a subject which polarises opinion and manifests itself in volatile market behaviour. How should investors react?

12 December 2022
Outlook 2023: Asia Pacific – Home to a wealth of world-class businesses
Outlook 2023: Asia Pacific – Home to a wealth of world-class businesses

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.

14 July 2023
35 years on: the compound effect of environmental solutions
35 years on: the compound effect of environmental solutions

Jon Wallace, Noelle Guo and Grisha Milushev reflect on progress on ecological challenges during the 35 years since the Jupiter Ecology Fund was launched.

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.

13 July 2023
Jupiter Merlin Weekly: NATO recovers its purpose – but what next?
Jupiter Merlin Weekly: NATO recovers its purpose – but what next?

This Jupiter Merlin Weekly discusses how NATO’s support for Ukraine has restored its purpose after Afghanistan, and why it now faces a test of leadership it mustn’t fail.

23 June 2023
Jupiter Merlin Weekly: US debt deal is a hollow victory
Jupiter Merlin Weekly: US debt deal is a hollow victory

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.

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.

23 June 2023
Webcast: Is the UK economy stuck in a rut?
Webcast: Is the UK economy stuck in a rut?

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.

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.

20 June 2023
A deep deficit for silver
A deep deficit for silver

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.

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.

 

16 June 2023
Governor to Chancellor, an imaginary letter
Governor to Chancellor, an imaginary letter

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?