Looking to 2021 and considering the lasting impact of Covid-19, the mountains of debt left in its wake and how stock and bond investors have differing views. Through it all, long-term investors, commensurate with their risk appetite, are best served with a diversified portfolio.

As 2026 approaches, three of our leading alternative investment managers explain why uncorrelated assets are worth considering, in order to enhance the robustness of a portfolio.

The UK’s finances are a mess and, as the Chancellor himself has said, our economic emergency has just begun. The only two ways to address this are by the government taxing more and/or spending less – so how might they achieve it?

Jason Pidcock and Sam Konrad discuss Asia ex-Japan equity income investing in the current macro-economic environment and why they like gold, Singapore and technology stocks.

Milton Friedman used to say that “nothing is so permanent as a temporary government programme” and the last twelve years of ultra-low interest rates and quantitative easing (QE) undoubtedly fits the bill. 

The Jupiter Merlin team discusses the turmoil in France and how this once again puts the Eurozone’s shaky foundations in the spotlight.

“A great day for humanity” exclaimed the banner headline in the Daily Telegraph the morning after Pfizer and BioNTech had announced the successful trial results of their jointly developed Covid-19 vaccine. As last week’s narrative of the US election quickly gives way to the virus again, many see a solution that cannot come too quickly. 

The Jupiter Merlin team discusses rising bond yields driven by fiscal pressures and mounting geopolitical tensions.

Mark Heslop, Richard Watts, Brinton Johns and Guy de Blonay discuss how Covid-19 has accelerated existing trends and how this ‘double disruption’ shapes the way they assess investment opportunities and risks.

The Jupiter Merlin team analyses the arguments shaping the 2029 election, the least predictable in years.

‘It’s outrageous’ protested a young Democrat voter on Radio 4 on Wednesday, ‘that so many people have voted against us!’. That’s democracy for you. As the cliff-hanger US election staggers towards an outcome with Biden as President (pending Trump’s legal challenges), the Democrats retaining the House but with a reduced majority and the Republicans perhaps just retaining the Senate, both sides must be ruing what might have been. 

The Jupiter Merlin team analyse the implications of war in Ukraine and the Trump-Putin negotiations taking place on the anniversary of Japan’s surrender in 1945.

Ariel Bezalel, Head of Strategy, Fixed Income, explains the appeal of a global flexible bond strategy, sharing his views on the macro environment and the corporate credit and government bond markets.

The Jupiter Merlin team examines the challenges confronting central bankers as they gather in Wyoming.

Early indications are that the US election is too close to call. Trump has again outperformed most forecasts, but with many states still counting ballots – and the likelihood of legal challenges to come from either campaign – Biden is still very much in the race although the final result may not be known for some time.

Video: Four global risks investors should watch

After one of the most dramatic and anticipated electoral events in modern history, the American people have voted, and the race for the White House is close. Trump has performed better than forecast, but the result remains in the balance. Jupiter fund managers including Ariel Bezalel, Richard Buxton, Ned Naylor-Leyland and Abbie Llewellyn-Waters, among others, offer their immediate thoughts on the implications for their asset classes.

Alex Savvides, Stephanie Geary and Siddharth Sukumar provide extended commentary about the market and their UK Dynamic Equity strategy during the quarter.