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?
Investment Manager & ESG Investment Director, Independent Funds/Merlin
Investment Manager, Jupiter Independent Funds/Merlin
Jupiter Merlin Portfolios
Multi-manager portfolios constructed to deliver a range of specific outcomes.
The value of active minds: independent thinking
A key feature of Jupiter’s investment approach is that we eschew the adoption of a house view, instead preferring to allow our specialist fund managers to formulate their own opinions on their asset class. As a result, it should be noted that any views expressed – including on matters relating to environmental, social and governance considerations – are those of the author(s), and may differ from views held by other Jupiter investment professionals.
Latest Insights
Merlin Weekly Macro: Sunak talks tough on defence
Merlin Weekly Macro: Sunak talks tough on defence
The Jupiter Merlin team discuss the UK’s commitment to increase defence spending to 2.5% of GDP, and what being on a ‘war footing’ might mean in practice.
Read time - 7 min.
03.05.2024
Webcast: Could the next move in rates be upwards?
Webcast: Could the next move in rates be upwards?
Jupiter Merlin Webcast: Should markets heed Larry Summers’ warning that the next move in rates could be up rather than down? As inflation moves stubbornly sideways and economic growth remains robust, all eyes remain on the Fed as investors seek to guess its next move.
01.05.2024
Merlin Weekly Macro: Diplomatic leverage in short supply
Merlin Weekly Macro: Diplomatic leverage in short supply
The Jupiter Merlin team discuss the escalating conflict in the Middle East, as the US shows how little effective leverage it has over either Iran or Israel.
Read time - 7 min.
22.04.2024
Merlin Weekly Macro: US inflation moves stubbornly sideways
Merlin Weekly Macro: US inflation moves stubbornly sideways
The Jupiter Merlin team assess the likelihood of the Federal Reserve cutting interest rates this year given that economic data continues to raise eyebrows.
Read time - 7 min.
12.04.2024