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.
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?
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.
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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
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
Finding the silver lining: The reasons behind a strategic allocation to silver in a Gold & Silver fund
Finding the silver lining: The reasons behind a strategic allocation to silver in a Gold & Silver fund
Ned Naylor-Leyland and Daniel March explain the benefits behind having an allocation to silver and how this can affect fund performance
21.05.2024
Merlin Weekly Macro: This blue and pleasant land?
Merlin Weekly Macro: This blue and pleasant land?
The Jupiter Merlin team discuss the pressures on land. With acre upon acre dedicated to solar, is the UK overlooking a low carbon energy solution?
Read time - 7 min.
20.05.2024
Portfolio construction: building on solid foundations
Portfolio construction: building on solid foundations
Kiran Nandra, head of equities, asks four Jupiter investment managers how they build their portfolios.
Read time - 3 min.
20.05.2024
A barbell approach to leisure sector credit
A barbell approach to leisure sector credit
Andrew Rubins, investment analyst, examines the investment opportunities available in travel and leisure sector credit after the turbulence during the Covid pandemic.
Read time - 5 min.
17.05.2024
Tackling the inflation challenge
Tackling the inflation challenge
Listen to the latest webcast from Ariel Bezalel and Harry Richards as they outline their outlook for the global economy and fixed income markets.
16.05.2024
Picks, Shovels and European Smaller Companies Investing
Picks, Shovels and European Smaller Companies Investing
Phil Macartney and Mark Heslop find a rich vein of opportunity in European smaller companies and discuss why it makes sense to supply picks and shovels in a gold rush.
Read time - 7 min.
03.05.2024
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
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