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
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?
Portfolio construction: building on solid foundations
Kiran Nandra, head of equities, asks four Jupiter investment managers how they build their portfolios.
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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
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.
01.05.2024
Bonds: Are rate cuts coming?
Bonds: Are rate cuts coming?
Mark Nash, Huw Davies and James Novotny analyse the prospects for government bond markets as relatively low real rates and easy financial conditions underpin growth and inflation.
30.04.2024
Is high yield right to price a soft landing?
Is high yield right to price a soft landing?
Adam Darling expects volatility ahead in the high yield market as companies gird up to cross the refinancing hump in the coming months.
25.04.2024
All that glitters…understanding the structural forces behind the market rally in gold
All that glitters…understanding the structural forces behind the market rally in gold
Ned Naylor-Leyland and Daniel March discuss the structural factors behind the recent surge in the price of gold and analyse the factors that could push the price even higher
23.04.2024
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