The Jupiter Merlin team discusses the uncertainty stemming from geopolitical conflicts and tensions.
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Ariel Bezalel and Harry Richards answer five common questions about global bond markets and Jupiter’s Flexible Bond strategy. |
Join us on Wednesday 7th May for the monthly Jupiter Merlin webcast, where the team will discuss how the portfolios are positioned in response to the recent volatility we have seen across global markets. Hear how the Jupiter Merlin Portfolios are structured to mitigate risk and how the team monitor the changing economic backdrop to identify and take advantage of the opportunities. For professional investors only. Capital at risk.
In this edition of Active Minds, James Clunie discusses the two themes that seem to be driving markets today: companies well positioned to endure lockdowns, and those with most to gain from lockdowns easing. Interestingly, both kinds of stock are outperforming. Meanwhile, Matthew Pigott looks at Brazil’s experience with Covid-19, and why its market could go from euphoria to hysteria and back again. Lastly, Mitesh Patel talks about the Japanese market and how investors’ narrow focus is creating valuation opportunities elsewhere.
The Jupiter Merlin Team says that the growing strategic divide is not without costs to the world.
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At the heart of our investment philosophy sits a very simple belief: the price you pay for an asset matters. |
The Jupiter Merlin Team throws the spotlight on Reform in the wake of the local election results.
This week has been one of targeted fiscal heavy lifting, particularly in the European Union. One of the ironies of the current impasse between the EU and the UK in concluding a free trade agreement is the EU’s insistence that its strict rules on state aid provision must be adhered to by the UK so as not to give British companies a competitive advantage (or, more accurately, not to put EU companies at a disadvantage). Announced a while ago, Italy’s flag-carrying airline Alitalia has already been bailed out, as has KLM-Air France by both the Dutch and French governments.
What's behind the rally in the gold price?
Harry Richards, Fund Manager, explains why investment grade offers abundant opportunities in a credit picker’s market.
Ned Naylor-Leyland discusses the market for gold and silver and mining stocks and why many investors may be looking to increase their allocations.
In this edition of Active Minds, Matthew Morgan looks at the tug of war between aggressive policy action and optimistic sentiment, and the prevailing uncertain risks of the pandemic’s continued economic and societal impact. Elsewhere, Alastair Gunn looks at the factors underpinning equity markets and whether M&A can make a comeback, Avinash Vazirani looks at India’s experience navigating the Covid-19 crisis so far, while George Fox looks at Japan’s role as a source of income in these tough markets.
Alex Savvides, Stephanie Geary and Siddharth Sukumar provide extended commentary about the market and their UK Dynamic Equity strategy during the quarter.
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This is a market environment in which remarkable events are still commonplace, and the sudden collapse of the oil price below zero, meaning producers had to pay in order to get oil taken off their hands, is that latest example of that. |
Jason Pidcock and Sam Konrad discuss the impact of US tariffs, why they avoid investing in China and why they believe Asia remains an important market for equity income
Ariel Bezalel, Head of Strategy, and Harry Richards, Fund Manager, Fixed Income, explain where they have been snapping up credit opportunities, while remaining alert to the risks often concealed in bear market rallies.
The Jupiter Merlin team takes stock of Trump’s tariff tirade and geopolitical moves as he completes three months in office.
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From an investment standpoint one of the business casualties of Covid-19 was predicted to be corporate dividends. |
US President Donald Trump’s tariff blitz has rattled global markets, prompting investors to rush to haven assets. Some of our fixed income experts take a look at what the ensuing uncertainty means for the real economy as well as the sovereign and corporate bond markets.
Dividends have gone into lockdown. As the world attempts to control the spread of coronavirus, companies are slashing or foregoing their dividends globally in an effort to shore up their capital. In Europe, the European Central Bank (ECB) has taken it a step further, ordering banks to pause all dividends and share buybacks, and there is a real possibility other central banks may follow suit.