Merlin Weekly Macro: NATO’s disunited ‘Band of Brothers’
The Jupiter Merlin team discuss the fractured relationships within NATO, as key leaders lose popularity at home and support for Ukraine comes under threat.
Webcast: A golden opportunity?
In this webcast, Ned Naylor-Leyland, Investment Manager, will explain the structural forces behind the recent rally in the price of gold.
Webcast: What’s new in UK Mid Cap?
Tim Service and James Gilbert discuss where they see opportunities in mid cap investing.
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Merlin Weekly Macro: NATO’s disunited ‘Band of Brothers’
Merlin Weekly Macro: NATO’s disunited ‘Band of Brothers’
The Jupiter Merlin team discuss the fractured relationships within NATO, as key leaders lose popularity at home and support for Ukraine comes under threat.
Read time - 7 min.
14.06.2024
Webcast: A golden opportunity?
Webcast: A golden opportunity?
In this webcast, Ned Naylor-Leyland, Investment Manager, will explain the structural forces behind the recent rally in the price of gold.
12.06.2024
Webcast: What’s new in UK Mid Cap?
Webcast: What’s new in UK Mid Cap?
Tim Service and James Gilbert discuss where they see opportunities in mid cap investing.
11.06.2024
No free lunch: is a science of the stock market possible?
No free lunch: is a science of the stock market possible?
Complex systems and econophysics are intriguing and expanding fields of research that in time may lead to new signals to be incorporated in our investment model, say Amadeo Alentorn, Lead Investment Manager, and Matus Mrazik, Investment Manager, overseeing the academic research programme, Jupiter Merian Global Equity Absolute Return strategy.
Read time - 3 min.
11.06.2024
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
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