Jupiter Merlin Weekly: Economic optimism IMF-style
Jupiter Merlin Weekly: Economic optimism IMF-style
As global economic growth forecasts increase we must remember that the post-Covid normal may not be the same as the pre-Covid normal. Read the Jupiter Merlin team’s view.
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Jupiter Merlin Weekly: Economic optimism IMF-style
Jupiter Merlin Weekly: Economic optimism IMF-style
As global economic growth forecasts increase we must remember that the post-Covid normal may not be the same as the pre-Covid normal. Read the Jupiter Merlin team’s view.
Read time - 8 min.
The unique appeal of UK mid caps
The unique appeal of UK mid caps
Richard Watts says shares in UK mid-sized companies are particularly well-positioned for an economic recovery and worthy of consideration as a stand-alone allocation
Read time - 8 min.
Notes from the Investment Floor - Diversification is key to green bonds
Notes from the Investment Floor - Diversification is key to green bonds
Rhys Petheram looks at changes in the market for green bonds, including the upcoming launch of the first green gilt, and signs of central banks turning green.
Read time - 4 min.
Jupiter Merlin Weekly: The West grapples with China
Jupiter Merlin Weekly: The West grapples with China
The West faces a conundrum, say the Merlin team, as it struggles to live with China but can’t live without it. Meanwhile, Janet Yellen’s central banker habits die hard.
Read time - 6 min.
Notes from the Investment Floor - Turkish turbulence hasn’t tainted EM
Notes from the Investment Floor - Turkish turbulence hasn’t tainted EM
Alejandro Arevalo looks at the latest drama in Turkey, as the central bank governor is replaced (again), but without material negative impact on other emerging markets.
Read time - 7.5 min.
Jupiter Merlin Webcast: Winter of discontent turning to glorious summer?
Jupiter Merlin Webcast: Winter of discontent turning to glorious summer?
In this webcast, the Jupiter Merlin team discuss the potential for a swift economic recovery from the summer onwards as the UK’s lockdown ends.
Quick thinking from active minds
Quick thinking from active minds
To assuage your “Zoom fatigue” we’ve given our fund managers just eight minutes each to share the latest insights on their areas of expertise. The first event in this “Quick thinking” series featured Alejandro Arevalo on why this could be a great time to allocate to emerging market debt, Mark Nash on finding diversification in alternative fixed income, and Ned Naylor-Leyland on the stories behind the headlines in gold and silver.
Gold renaissance: Investors rediscover the power of gold
Gold renaissance: Investors rediscover the power of gold
Ned Naylor-Leyland, Head of Gold & Silver, discusses what’s driving monetary metals this year. Is loose policy from a Democrat US government good news for gold investors?
Jupiter Merlin Weekly. UK inflation: nothing yet to see, move on
Jupiter Merlin Weekly. UK inflation: nothing yet to see, move on
Despite predictions of higher inflation, in the UK inflation actually fell in February. A spike in prices remains stubbornly out of view… for now.
Read time - 7 min.
The End of Lockdown Is in Sight
The End of Lockdown Is in Sight
Listen to Richard Buxton as he discusses the outlook for the economy, global financial markets and UK large-cap stocks.
Generating alpha through focused risk management
Generating alpha through focused risk management
In this webcast, Harry Richards and Adam Darling introduce the Jupiter Corporate Bond Fund. They explain how they navigate volatility in credit markets, generating alpha through focused risk management, and outline what they think the future holds.
UK equities - is it time to return to the fold?
UK equities - is it time to return to the fold?
The first of our “Value of Active Minds” virtual events featured four of Jupiter’s most experienced fund managers discussing the compelling potential opportunities available in UK equities as the country prepares to exit the pandemic lockdown and after securing a trade deal with the EU. Richard Buxton, Dan Nickols, Chris Smith and Richard Watts were in conversation with Edward Bonham Carter.
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