Jupiter

3 May 2023
Not banking on it
Not banking on it

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.

3 May 2023
A difficult Pill to swallow on inflation
A difficult Pill to swallow on inflation

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

3 May 2023
Webcast: Should you be worried about something?
Webcast: Should you be worried about something?

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’?

21 April 2023
Tuning out the noise to find great European smaller companies
Tuning out the noise to find great European smaller companies

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

21 April 2023
Is this banking crisis the same old story?
Is this banking crisis the same old story?

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?

17 April 2023
Jupiter Merlin Weekly: Banking is complex but simple
Jupiter Merlin Weekly: Banking is complex but simple

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.

19 April 2023
Outlook 2023: Environmental solutions are crossing a watershed
Outlook 2023: Environmental solutions are crossing a watershed

As financial markets struggle for direction, Jon Wallace and Noelle Guo discuss the unavoidable trends shaping the future.

17 April 2023
US and EU 'IRA': made in China?
US and EU 'IRA': made in China?

The EU’s efforts to catch up with the US’s massive move to support strategic green industries, jobs and clean technology signal a new era, writes Jupiter’s Environmental Solutions team.

14 April 2023
Rethinking fixed income: two top bond managers debate the path ahead
Rethinking fixed income: two top bond managers debate the path ahead

With uncertainties over inflation and rates, how should investors navigate bond markets? In this video, Matthew Morgan, Head of Fixed Income, asks Ariel Bezalel and Mark Nash for their views.

14 April 2023
Sterling Investment Grade Bond Strategy
Sterling Investment Grade Bond Strategy

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.

14 April 2023
Talking factsheet: Asian Equity Income Strategy
Talking factsheet: Asian Equity Income Strategy

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.

14 April 2023
Talking factsheet: Global Flexible Bond Strategy
Talking factsheet: Global Flexible Bond Strategy

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.

13 April 2023
Webcast: The death of the inflation cycle may be exaggerated
Webcast: The death of the inflation cycle may be exaggerated

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.

11 April 2023
Playing the game of unintended consequences
Playing the game of unintended consequences

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

11 April 2023
From the deluded to the downright dangerous
From the deluded to the downright dangerous

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

16 March 2023
Budget reaction: A glass half full Budget for the optimists
Budget reaction: A glass half full Budget for the optimists

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.

10 March 2023
Notes from the Investment Floor: The mood music is starting to lift
Notes from the Investment Floor: The mood music is starting to lift

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

21 March 2023
Ukraine and a world in conflict and flux
Ukraine and a world in conflict and flux

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?

16 March 2023
Why so much volatility in bonds?
Why so much volatility in bonds?

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

13 March 2023
UK capital gains tax change brings multi-manager products into focus
UK capital gains tax change brings multi-manager products into focus

Jupiter’s Independent Funds Team look at the implication of the UK’s sharp reduction in capital gains tax allowance and how that may affect portfolio management.