Caroline Cantor, Mark Heslop and Mark Nichols look at potential opportunities for European luxury and consumer goods companies from China’s lifting of Covid restrictions.
Ariel Bezalel and Harry Richards say global growth will continue to slow in the coming months, dragging inflation further down, increasing the likelihood of rate cuts towards the end of the year.
Where can equity income investors find the most attractive combination of income and growth in a world of higher inflation and higher interest rates?
The Jupiter Merlin team looks at the malaise behind the UK’s first foray into new battery technology and why it is important not to lose heart about investing in the UK.
Ariel Bezalel and Harry Richards, investment managers of the Jupiter Strategic Bond strategy, outline their macro thesis and current view of markets.
In this webcast, the Jupiter Merlin team will assess the investment landscape as we end 2022 with central banks suggesting they will slow the pace of interest rate rises. Inflation was the dominant economic factor of 2022 … but will it subside in 2023?
The best President, or the least worst? Exactly a year before the 2024 US election, the Jupiter Merlin team analyses a likely Biden/Trump rematch.
The Value Equities team provide an insight into the companies they have engaged with in 2022 as part of their annual stewardship report.
Optimism around fixed income was rare in 2022, but there are reasons to believe 2023 may see a change in fortune for bond markets, say Ariel Bezalel and Harry Richards.
This Merlin Weekly Macro looks at the appalling events in the Middle East and how markets have reacted, while asking what this could mean regarding US support for Ukraine.
A series of in-person events taking place around the UK in Q1 2023, at which you will have the opportunity to hear how the Jupiter Merlin team view the investment landscape.
This Merlin Weekly Macro looks at government debt problems in the US, as Biden’s administration continues to “Go real big” on both spending and borrowing.
In this video, Amanda Sillars and Jon Wallace discuss the future of sustainability and ESG from the perspective of investors.
Ed Meier analyses what the macro environment and politics mean for investments in the UK
Adam Darling looks ahead to the prospect of bad economic news in 2023, but explains why he hasn’t been this optimistic about bond markets for years.
The Jupiter Merlin team consider the rich yields available in the gilt market and why improving an ailing NHS should be made a national priority.
What can we expect from Asia Pacific (ex Japan) markets in 2023? Jason Pidcock and Sam Konrad give their views and discuss the key attributes they look for in companies.
The Jupiter Merlin team take a look at the latest Jackson Hole symposium, where the world’s leading central bankers met to discuss policy.
Ariel Bezalel and Harry Richards assess the prospects for fixed income as inflation fades and growth concerns emerge.
The Jupiter Merlin team discuss seemingly contradictory economic data as central banks are finding that the path to containing inflation is strewn with … difficulties.