Merlin Weekly Macro: On tax, the devil is in the detail
The UK election talk about tax continues with precious little clarity. How big might the Labour majority be, and will the Tories form an effective opposition?
Webcast: Jupiter Merian Global Equity Absolute Return Fund
Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, in this recorded webcast on the Jupiter Merian Global Equity Absolute Return (GEAR) Fund, provides an overview of performance and attribution, and discusses the market.
Modi’s re-election augurs well for reforms
Avinash Vazirani and Colin Croft say India offers a compelling choice for long-term investments as Modi stays as the prime minister for another five-year term.
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Merlin Weekly Macro: On tax, the devil is in the detail
Merlin Weekly Macro: On tax, the devil is in the detail
The UK election talk about tax continues with precious little clarity. How big might the Labour majority be, and will the Tories form an effective opposition?
Read time - 7 min.
07.06.2024
Webcast: Jupiter Merian Global Equity Absolute Return Fund
Webcast: Jupiter Merian Global Equity Absolute Return Fund
Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, in this recorded webcast on the Jupiter Merian Global Equity Absolute Return (GEAR) Fund, provides an overview of performance and attribution, and discusses the market.
06.06.2024
Modi’s re-election augurs well for reforms
Modi’s re-election augurs well for reforms
Avinash Vazirani and Colin Croft say India offers a compelling choice for long-term investments as Modi stays as the prime minister for another five-year term.
Read time - 7 min.
05.06.2024
UK equities are back on the radar
UK equities are back on the radar
Adrian Gosden and Chris Morrison say UK equities are attracting attention in global markets and discuss what this may mean for equity income investors.
Read time - 7 min.
04.06.2024
The importance of diversification
The importance of diversification
Jason Pidcock and Sam Konrad explain why they think their Asian Equity Income strategy is well positioned for a range of scenarios, given its diversified exposure.
Read time - 5 min.
04.06.2024
Gaining an active edge in an environment of tight spreads
Gaining an active edge in an environment of tight spreads
Hilary Blandy discusses the environment of tight spreads in credit markets, and how active investors can seek to gain an edge through credit research.
Read time - 5 min.
03.06.2024
Merlin Weekly Macro: Central bankers in a bind
Merlin Weekly Macro: Central bankers in a bind
The Jupiter Merlin team consider the data that’s challenging central bankers’ plans to reduce interest rates and reassert their authority over the economy.
Read time - 7 min.
03.06.2024
Merlin Weekly Macro: The election race is on
Merlin Weekly Macro: The election race is on
The UK goes to the polls on 4 July to elect a new government. Could economic data boost Tory chances? The Jupiter Merlin team assess the factors at play.
Read time - 7 min.
24.05.2024
Jupiter Merlin Webcast: Climbing a mountain of worry
Jupiter Merlin Webcast: Climbing a mountain of worry
Jupiter Merlin Webcast: Rather than the famous ‘wall of worry’ investors have been climbing a mountain. So where are the best long-term opportunities?
23.05.2024
Talking Factsheet: India strategy
Talking Factsheet: India strategy
Leighton Riley gives an overview of Jupiter’s India strategy, how the investment process works, and how the team seek to generate alpha.
23.05.2024
US Exceptionalism and EM Opportunities in Sovereign Bonds
US Exceptionalism and EM Opportunities in Sovereign Bonds
Vikram Aggarwal discusses the recent IMF Spring conference, US economic exceptionalism, progress among distressed EM sovereigns and what it means for investors.
Read time - 4 min.
23.05.2024
The European equities equation: quality, growth, diversification
The European equities equation: quality, growth, diversification
Mark Nichols and Mark Heslop discuss high-quality, cash-generative, growth companies in Europe and why these stocks offer diversification potential for global investors.
Read time - 4 min.
22.05.2024
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