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      US-Iran conflict: Insights from our Investment Managers

      Our experts share their views on the implications of the Middle East conflict for investors

      Hear from our Investment Managers

      20.05.2026

      6 mins

      European Equities: Navigating complexity, capturing opportunity

      Niall Gallagher

      • Equities

      19.05.2026

      3 mins

      European stocks rebound, with tech-related outperformance

      Niall Gallagher

      • Equities

      15.05.2026

      8 mins

      Merlin Weekly Macro: Labour paralysed as economic faultlines widen

      Jupiter Merlin Team

      • Multi-manager

      14.05.2026

      7 mins

      Iran war opens up asymmetric opportunities in bond markets

      Ariel Bezalel, Harry Richards

      • Fixed Income

      07.05.2026

      5 mins

      Capturing management signalling using non-linear interactions

      Amadeo Alentorn, Matus Mrazik

      • Alternatives

      01.05.2026

      8 mins

      Merlin Weekly Macro: The Gulf war has let the inflation genie out

      Jupiter Merlin Team

      • Multi-manager

      24.04.2026

      8 mins

      Merlin Weekly Macro: Trump faces congressional challenge over Iran war

      Jupiter Merlin Team

      • Multi-manager

      23.04.2026

      5 mins

      European markets turn defensive as conflict bites

      Niall Gallagher

      • Equities

      17.04.2026

      8 mins

      Merlin Weekly Macro: Britain’s war readiness in question

      Jupiter Merlin Team

      • Multi-manager

      02.04.2026

      8 mins

      Merlin Weekly Macro: Trump’s mixed signals fuel volatility

      Jupiter Merlin Team

      • Multi-manager

      01.04.2026

      5 mins

      European equities: Conflict, energy and AI winners and losers

      Niall Gallagher

      • Equities

      31.03.2026

      8 mins

      Managing volatility in high yield credit as Iran conflict risks rise

      Adam Darling

      • Fixed Income

      23.03.2026

      8 mins

      Merlin Weekly Macro: No end in sight for the Gulf war

      Jupiter Merlin Team

      • Multi-manager

      18.03.2026

      3 mins

      The power of long-term investing

      Amadeo Alentorn

      • Alternatives

      13.03.2026

      8 mins

      Merlin Weekly Macro: Brace for a prolonged oil price shock

      Jupiter Merlin Team

      • Multi-manager

      11.03.2026

      3 mins

      European companies and the Middle East conflict

      Niall Gallagher

      • Equities

      06.03.2026

      8 mins

      Reflections on "Peace and Perversion"

      Alastair Irvine

      • Multi-manager

      02.03.2026

      3 mins

      Trump gambles as US and Israel strike at Iran: rapid market reaction

      Ariel Bezalel, Harry Richards, Amadeo Alentorn, Matus Mrazik, Jason Pidcock