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.
As the Bank of England chief economist says Britons must accept they are poorer, the Jupiter Merlin team discuss the predicament facing central banks.
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’?
Phil Macartney says an indiscriminate selloff in European small caps has created opportunities to invest in undervalued companies with robust fundamentals.
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?
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.
As financial markets struggle for direction, Jon Wallace and Noelle Guo discuss the unavoidable trends shaping the future.
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.
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.
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.
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 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.
The Jupiter Merlin team discuss government plans for energy (deluded?) and levelling up (dangerous?) before considering the implications of climate change policy.
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.
Jon Wallace looks at the impact that a moderation in inflation, and structurally higher energy prices, are having on environmental solutions businesses.
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?
The Jupiter Merlin team examine what has already been a rollercoaster year in bond markets.
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.