12 October 2022
Jupiter Merlin Weekly: Welcome to cold turkey
Jupiter Merlin Weekly: Welcome to cold turkey

The Jupiter Merlin team look at a turbulent week for the UK economy. As the blame game gets underway, the team discuss the consequences of bingeing on debt.

What to make of contradictory data?
What to make of contradictory data?

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

29 September 2022
Whatever it takes, no matter the cost?
Whatever it takes, no matter the cost?

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.

1 September 2023
Talking factsheet: Jupiter Asian Income Fund
Talking factsheet: Jupiter Asian Income Fund

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.

22 August 2022
Why I'm no longer investing in China
Why I'm no longer investing in China

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

31 August 2023
Talking factsheet: Jupiter Corporate Bond Fund
Talking factsheet: Jupiter Corporate Bond Fund

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.

15 August 2022
Inflation: hopeful sign or clutching at straws?
Inflation: hopeful sign or clutching at straws?

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.

18 September 2023
Talking factsheet: Jupiter Strategic Bond Fund
Talking factsheet: Jupiter Strategic Bond Fund

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

11 August 2022
Human investing with computer help
Human investing with computer help

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.

18 September 2023
Talking factsheet: Jupiter Gold & Silver Fund
Talking factsheet: Jupiter Gold & Silver Fund

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.

17 August 2022
Notes from the Investment Floor: Investing in Asia, but avoiding China
Notes from the Investment Floor: Investing in Asia, but avoiding China

Jason Pidcock explains why investing in Asia doesn’t have to mean China, and discusses where he believes many of the most attractive Asia Pacific opportunities can be found.

28 August 2023
Gilt yields and a deeper malaise
Gilt yields and a deeper malaise

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.

11 August 2022
A tale of fading inflation and slowing growth
A tale of fading inflation and slowing growth

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

7 September 2023
Engagement Case Study – De Grey Mining
Engagement Case Study – De Grey Mining

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.

11 August 2022
A Rich Vein of Opportunity for Gold and Silver Miners
A Rich Vein of Opportunity for Gold and Silver Miners

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.

7 September 2023
Reality will bite for central banks
Reality will bite for central banks

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

3 August 2022
Fed pivot? Get ready for a gold & silver breakout
Fed pivot? Get ready for a gold & silver breakout

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.

30 August 2023
Strong tailwinds
Strong tailwinds

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.

30 August 2023
Biden turns the screw on China
Biden turns the screw on China

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.

15 July 2022
Notes from the Investment Floor: Opportunities for quality growth
Notes from the Investment Floor: Opportunities for quality growth

Mark Heslop explains why pricing power is important when identifying companies that can survive periods of market volatility.