Mark Nichols says European companies are reporting positive trends on demand, pricing and the impact of China’s reopening.
It pays to “do your own homework” and avoid generalisations when considering corporate credit ratings.
Ned Naylor-Leyland looks at the implications of the Basel 3 framework for the Gold market, as the possible end of the LBMA-led status quo approaches.
Adam Darling says a global recession looks probable and may bring opportunities in high yield bonds for active investors.
The Jupiter Merlin team look at the bond market’s thundering herd, inflation’s confounding data and the US Debt Ceiling’s steady rise.
A court has ruled against Royal Dutch Shell’s carbon emissions plan based on the Paris Climate Accord. The Merlin team give their view on the implications.
Harry Richards discusses the likelihood of recession, and whether its credible that monetary policy could tighten so much without negative ramifications for the economy.
Ariel Bezalel and Harry Richards discuss whether inflationary pressures are likely to be cyclical or structural.
Ned Naylor-Leyland discusses the diversification properties of gold, the recent price rally and why central banks have ramped up their purchases.
Mark Nichols and Mark Heslop, fund managers in the Jupiter European growth strategy, discuss market activity and positioning.
Richard Buxton discusses the outlook for the UK economy, and explains that while growth is likely to be flat, there are some positives coming through.
Current conditions in the sterling investment-grade corporate bond market warrant an approach that is active, pragmatic and risk aware. Those who embrace such a philosophy may discover some attractive alpha opportunities ahead.
Jupiter investment experts in European Equities and World Equities discuss what 2026 may have in store for markets.
A question of trust: crypto assets, gold, silver, and the future of the global monetary system
Some of Jupiter’s leading investment experts give their view on what 2026 may have in store for fixed income investors.
Richard Watts says shares in UK mid-sized companies are particularly well-positioned for an economic recovery and worthy of consideration as a stand-alone allocation
Some of Jupiter’s leading investment experts discuss what 2026 may have in store for equities markets.
Ned Naylor-Leyland explains why a likely return to falling real interest rates and the strong operational performance of mining companies point to a bullish outlook for monetary metals.
The Jupiter Merlin team look ahead to 2026. Will Trump be backed into a corner after the US mid-terms, and will governments finally get a handle on their debt nightmare?
Ned Naylor-Leyland explains why he sees a supply and demand mismatch in the physical silver market and what it may mean for the price of the metal