The Jupiter Merlin team discuss seemingly contradictory economic data as central banks are finding that the path to containing inflation is strewn with … difficulties.

Ariel Bezalel and Harry Richards argue that the Fed’s misguided focus on inflation will cause a deep recession – and offers compelling opportunities for fixed income investors.

Jason Pidcock gives an overview of Jupiter’s Asian equity income strategy, how the investment process works, and how the team seek to generate alpha.

Jason Pidcock, manager of the Jupiter Asian Income Fund, explains why he’s sold out of his last remaining positions in mainland China.

Harry Richards gives an overview of Jupiter’s sterling corporate bond strategy, how the investment process works, and how the team seek to generate alpha.

The Jupiter Merlin team considers recent inflation data and suggests that it will be our energy supplies this winter that determine the duration of higher prices.

Ariel Bezalel gives an overview of Jupiter’s Strategic Bond Fund, how the investment process works, and how the team seek to generate alpha.

Matus Mrazik of the Jupiter Systematic Equities team explains how their ‘glass box’ investment approach uses computer help in what is ultimately a human process.

Ned Naylor-Leyland gives an overview of Jupiter’s gold & silver strategy, how the investment process works, and how the team seek to generate alpha.

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.

Ariel Bezalel, investment manager for fixed income, explains how inflation is easing, a recession looks likely and what this means for fixed income investors.

Joe Lunn describes the Gold & Silver team’s engagement with De Grey Mining and the importance of mining companies operating with sensitivity towards local communities.

Ned Naylor-Leyland, Investment Manager for Gold & Silver, assesses the prospects for the unloved shares of gold & silver miners and a possible shift in Fed policy.

In the second half of 2023, Ariel Bezalel and Harry Richards (Investment Managers) expect central banks to become more worried about growth than inflation.

Ned Naylor-Leyland explains how a shift in central bank policy could trigger a change in market sentiment that sends gold and silver prices to record highs.

Adam Darling and Harry Richards say investors have a once in a generation opportunity to lock in high yields in the investment grade corporate bond market.

The Jupiter Merlin team discuss the state of China’s economy. China’s confidence abroad contrasts with its struggles at home, as growth falters and deflation arrives.