Ned Naylor-Leyland examines the driving forces behind gold’s recent price breakout, explains why this hasn’t led to increased investor flows into gold funds, and highlights the unique opportunity this presents.
Adrian Gosden and Chris Morrison cite a range of factors behind the healthy run that UK equities have enjoyed so far this year, and they argue that the market has further to go.
Merlin Weekly Macro: The ECB faces the hardest interest rate challenge
The Jupiter Merlin team examine the challenges faced by the European Central Bank, and discuss how the market’s expectations of Federal Reserve policy have evolved.
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