6 February 2020
EU Ecolabels muddy incentives for green investors
EU Ecolabels muddy incentives for green investors

Rhys Petheram, Fund Manager, Multi-Asset discusses the latest proposals for EU Ecolabels on green bond and equity funds.

9 August 2024
Merlin Weekly Macro: Stock markets get the jitters
Merlin Weekly Macro: Stock markets get the jitters

The Jupiter Merlin team discuss the rapid movements in stock markets, in particular Japan, over the past several days. What does this mean for investors?

1 August 2019
Protein powered credit opportunities
Protein powered credit opportunities

Beef and poultry prices have soared this year following the unprecedented African swine flu epidemic in China.Ariel Bezalel, Head of Strategy, Fixed Income, explains how the huge pork supply loss from China that has resulted is likely to reshape the global protein market for years to come.

7 August 2024
Merlin Weekly Macro: A battle of wills on interest rates
Merlin Weekly Macro: A battle of wills on interest rates

The Jupiter Merlin team discuss the Bank of England’s decision to cut interest rates. How fast – and how far - might rates fall from here?

29 July 2024
Merlin Weekly Macro: Debt and deficits plague the West
Merlin Weekly Macro: Debt and deficits plague the West

The Jupiter Merlin team discuss the economic prospects of the world’s major economies. Can the highly indebted West grow enough to fund spending plans?

18 July 2019
Are we taking too much risk?
Are we taking too much risk?

Risk and uncertainty are challenging, even multi-dimensional, phenomena in investment. While investors crave simple risk ‘metrics’ or statistics with which to know the risks associated with an investment or a fund, James Clunie, Head of Strategy, Absolute Return, explains that risk management involves art, not just science.

5 July 2019
The first rate cut may not be the deepest
The first rate cut may not be the deepest

Ariel Bezalel, Head of Strategy, Fixed Income, has been positioning his strategy for the end of the economic cycle for some time. He explains why he is sceptical that US rate cuts can drive a sustainable rally, and why allocating to high-quality, liquid assets is more important than ever based on a number of recession warning signs.

24 July 2024
Merlin Weekly Macro: Can the US constitution endure Trump?
Merlin Weekly Macro: Can the US constitution endure Trump?

The Jupiter Merlin team examine the state of US politics, as Trump survives an assassination attempt and Biden continues to come under pressure to withdraw.

10 June 2024
Jupiter Merlin Webcast: Climbing a mountain of worry
Jupiter Merlin Webcast: Climbing a mountain of worry

Jupiter Merlin Webcast: Rather than the famous ‘wall of worry’ investors have been climbing a mountain. So where are the best long-term opportunities?

22 May 2019
Bad news is good news....for investors in Eastern Europe
Bad news is good news....for investors in Eastern Europe

Hair-raising headlines are par for the course in emerging Europe – but that doesn’t mean that it’s not possible to generate strong returns investing in the region. Colin Croft, fund manager of the Jupiter Emerging European Opportunities Fund, looks back over some of the highlights from the past five years since he took over the fund’s management, and discusses why even crises can present attractive investment opportunities for investors in emerging Europe.

21 May 2019
Big data arrives at Jupiter
Big data arrives at Jupiter

In a never-ending quest to find an ‘edge’ over their peers, alternative data may prove the holy grail for some fund managers, says Magnus Spence, Head of Investments, Alternatives.

5 June 2024
Merlin Weekly Macro: The election race is on
Merlin Weekly Macro: The election race is on

The UK goes to the polls on 4 July to elect a new government. Could economic data boost Tory chances? The Jupiter Merlin team assess the factors at play.

5 June 2024
The importance of diversification
The importance of diversification

Jason Pidcock and Sam Konrad explain why they think their Asian Equity Income strategy is well positioned for a range of scenarios, given its diversified exposure.

10 May 2019
Valuation bifurcation might persist, but potential to deliver uncorrelated returns remains compelling
Valuation bifurcation might persist, but potential to deliver uncorrelated returns remains compelling

James Clunie explains why over the past five years to year-end 2018, the Jupiter’s Absolute Return strategy has been a worthwhile portfolio diversifier: it has generated a positive return, with negative correlation to the MSCI World Index, and has often performed well during periods of heightened equity market volatility.

10 April 2024
Jupiter Merlin Webcast: Is inflation getting back in sync?
Jupiter Merlin Webcast: Is inflation getting back in sync?

As inflation rates in most major economies start to converge, will central banks release their grip on interest rates?

9 May 2019
Why don't more fund managers do what we do?
Why don't more fund managers do what we do?

Despite the breadth of investment styles found in the absolute return sector, a negative correlation to equities is still relatively rare. James Clunie, Head of Strategy, Absolute Return, considers why this might be so, and writes about how managing a strategy that is different requires resilience and has potential value for investors.

10 April 2024
Australia: The world's most attractive developed market?
Australia: The world's most attractive developed market?

Jason Pidcock and Sam Konrad explain why they think Australia offers some of the best equity income opportunities in the Asia Pacific region, and arguably, the world.

3 April 2019
Valuation bifurcation might persist, but potential to deliver uncorrelated returns remains compelling
Valuation bifurcation might persist, but potential to deliver uncorrelated returns remains compelling

In his latest article, James Clunie explains why over the past five years to year-end 2018, the Jupiter’s Absolute Return strategy has been a worthwhile portfolio diversifier: it has generated a positive return, with negative correlation to the MSCI World Index, and has often performed well during periods of heightened equity market volatility.

22 March 2024
Asia Pacific equities: Enablers of the AI revolution
Asia Pacific equities: Enablers of the AI revolution

Jason Pidcock and Sam Konrad discuss the AI theme in the Asia Pacific (ex Japan) region and highlight where they’re finding some of the most attractive tech opportunities.

4 July 2018
Looking beyond the obvious - the tech enablers
Looking beyond the obvious - the tech enablers

The world’s technology giants continue to capture headlines, having grown to dominate large industries as the world becomes increasingly digitised.