Amid all the news of Covid-19 second waves, particularly across Europe, investment markets remain relatively calm despite predictions of shrinking global economic growth.

Ned Naylor-Leyland discusses his market views on gold and its "higher beta cousins’’ - silver and the shares of gold and silver mining companies.

“I’ll highlight one area to start off with, and that’s biodiversity, it’s a very difficult subject for capital markets to understand; how do we value our biodiversity? It’s incredibly important, we all know that from a planetary perspective, but how do we value it? And how do we think of it from an investment perspective?” Jupiter’s Head of Sustainable Solutions, Charlie Thomas, talks about being a veteran in the sustainable investing space as it grows more popular, discusses what’s important to him when he makes investment decisions, and gives us his insight in to what he thinks will be the trends of the future.

Covid continues to make waves and the news remains dominated by it. Economic recovery depends on the ability, the propensity and the inclination of people to return to work and resume normal patterns of consumption. Underpinning all is that word ‘confidence’.

The Jupiter Merlin team examines what’s in store as major equity markets remain exuberant, while the bonds markets stay cautious amid mounting global risks.

Clean energy and other sustainable solutions will be key to a reinvigorated post-COVID economy. This time, unlike after the Global Financial Crisis, politicians show little sign of backtracking on sustainability, believes Charlie Thomas.

Ariel Bezalel and Harry Richards explain why deflationary forces still hold sway in the global economy and where they’re finding opportunities in the Jupiter Strategic Bond Fund.

Guy de Blonay discusses the outlook for global financial equities, including the impact of US trade policies, where he sees the best opportunities and the biggest risks.

Ariel Bezalel and Harry Richards analyse Trump’s policies and what that may mean for the economy and markets.

With the prevalence of Covid-19 and its rapid and significant disruption to the global economy, not surprisingly the tectonic plates on which central banks sit are gradually shifting as countries deploy their own different strategies to deal with the fall-out. This week, the Bank of England and the US Federal Reserve (Fed) held their respective September meetings, and both warmed to themes aired publicly at the recent Jackson Hole policy symposium and before that.

Current geopolitical, economic and market conditions mean that investors should consider including alternatives for diversification, argue Amadeo Alentorn, Head of Systematic Equities, Mark Nash, Investment Manager, Fixed Income – Alternatives, and Ned Naylor-Leyland, Investment Manager, Gold & Silver.

The one fifth decline in UK GDP in the second quarter could, without any fear of exaggeration or hyperbole, be described literally as ‘unprecedented’. Now confirming what we have been seeing for several weeks in improving unofficial high frequency data (credit card usage, retail footfalls, traffic congestion, passenger movements, electricity consumption etc), UK GDP saw a recovery of 6.6% in July.

The Jupiter Merlin team discusses the uncertainty stemming from geopolitical conflicts and tensions.

Are governments and central banks trying to cure a debt problem with more debt? As policy intervention drives markets higher at the same time as economic data nosedives, Ariel Bezalel and Harry Richards discuss where they are finding opportunities and avoiding pitfalls in today’s bond markets.

The Jupiter Merlin team analyses whether Rachel Reeves’s economic strategy and spending plans are robust enough to boost the UK’s growth prospects.

Technology stocks largely led the market before the coronavirus pandemic took hold and while the virus has turned much of the world on its head, technology stocks continue to power on. With many workers at home for the foreseeable future and friends and family socialising from a distance, will the technology sector continue to dominate? Jupiter’s investment team discuss this question and explore the regions, sub-sectors, and stocks to watch.

The Covid-19 virus continues to whistle its way through developing markets at lightning speed, as well as more than thirty of the mainly southern and south-western states in the US seeing an upsurge (daily new cases in the US have reached 63,000; in context that is 13,000 more per day than a week ago). When Coronavirus first broke out, there was a widely held belief that, like the flu virus, Covid-19 might be naturally suppressed by heat and sunlight (a contributing factor to flu outbreaks being rare in summertime). The fact that Covid-19 is now going through hot regions, both temperate and arid, like a dose of salts, either debunks the thesis, or at least demonstrates that other more powerful epidemiological forces are at work.