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.

12 July 2022
Central banks hit the panic button
Central banks hit the panic button

The Jupiter Merlin team examine the efforts of central banks to manage inflation, as the Federal Reserve and European Central Bank appear to hit the panic button.

17 July 2023
Jupiter Merlin webcast: Should we be worried about government debt?
Jupiter Merlin webcast: Should we be worried about government debt?

Debt, and how to manage it, is a subject which polarises opinion and manifests itself in volatile market behaviour. How should investors react?

31 May 2022
Jupiter Merlin Weekly: The central bank policy porridge
Jupiter Merlin Weekly: The central bank policy porridge

The Jupiter Merlin team discuss the attempts of central banks to navigate between recession and inflation, with mixed results that risk being either too hot or too cold.

14 July 2023
35 years on: the compound effect of environmental solutions
35 years on: the compound effect of environmental solutions

Jon Wallace, Noelle Guo and Grisha Milushev reflect on progress on ecological challenges during the 35 years since the Jupiter Ecology Fund was launched.

27 May 2022
Sleepwalking into an energy crisis
Sleepwalking into an energy crisis

Richard Buxton argues that energy security means more natural gas, being honest about the clean energy transition and preparing for years of high energy prices.

13 July 2023
Jupiter Merlin Weekly: NATO recovers its purpose – but what next?
Jupiter Merlin Weekly: NATO recovers its purpose – but what next?

This Jupiter Merlin Weekly discusses how NATO’s support for Ukraine has restored its purpose after Afghanistan, and why it now faces a test of leadership it mustn’t fail.

17 May 2022
Gold tantalisingly poised for an all-time high
Gold tantalisingly poised for an all-time high

Ned Naylor-Leyland, Head of Gold and Silver, says gold prices may hit fresh highs soon as soaring inflation and muted central bank containment measures spur wider demand for the precious metal.

23 June 2023
Jupiter Merlin Weekly: US debt deal is a hollow victory
Jupiter Merlin Weekly: US debt deal is a hollow victory

The Jupiter Merlin team consider the US debt ceiling deal approved by Congress, which avoids a government default without addressing the country’s troubled balance sheet.

6 May 2022
Energy shock: looking at both sides of the coin
Energy shock: looking at both sides of the coin

Jon Wallace and Noelle Guo say the energy shock faced by consumers now is reminiscent of the 1970s, which may boost usage of existing energy efficient technologies and spawn new ones.

23 June 2023
Webcast: Is the UK economy stuck in a rut?
Webcast: Is the UK economy stuck in a rut?

UK inflation is stickier than in other developed economies, but the Bank of England must keep a watchful eye on the property markets. In this webcast Richard Buxton gives his views on markets and answers questions from listeners.

19 April 2022
The gaping breach in the sanctions wall
The gaping breach in the sanctions wall

The Jupiter Merlin team look at the dilemma NATO faces in responding to Russian aggression in Ukraine, and also discuss rapid moves in government bond yields.

A deep deficit for silver
A deep deficit for silver

Ned Naylor-Leyland and Daniel March discuss why demand for silver is outstripping supply and what this imbalance may mean for investors in the white metal.

14 April 2022
Notes from the Investment Floor: Why gold and silver could break out
Notes from the Investment Floor: Why gold and silver could break out

Ned Naylor-Leyland discusses why the price of gold may be approaching an inflection point and what this would mean for silver and for mining equities.

A game of probabilities
A game of probabilities

Listen to the latest webcast from Ariel Bezalel, Harry Richards and Luca Evangelisti, who examine the potential opportunities for fixed income investors in an era of high interest rates.

16 March 2022
Why geopolitics is turning eyes towards gold
Why geopolitics is turning eyes towards gold

Ned Naylor-Leyland, manager of the Jupiter Gold & Silver Fund, assesses prospects for monetary metals in the light of current geopolitics and macroeconomics.

16 June 2023
Governor to Chancellor, an imaginary letter
Governor to Chancellor, an imaginary letter

The Jupiter Merlin team imagine what the Bank of England Governor might say to the Chancellor, then assess who’s ahead in the net zero arms race?

14 June 2023
Jupiter Merlin Weekly: Jets, diplomacy and political control
Jupiter Merlin Weekly: Jets, diplomacy and political control

The Jupiter Merlin team examine President Zelensky’s efforts to obtain jets from Ukraine’s NATO allies, an endeavour fraught with logistical and political difficulties.

16 March 2022
The new era of inflation, tightening and reduced liquidity
The new era of inflation, tightening and reduced liquidity

Mark Nash discusses how the outlook for risk assets has changed in a period where central banks are raising rates and reducing liquidity in a bid to control inflation.

12 June 2023
European equities – not a market to ignore
European equities – not a market to ignore

Caroline Cantor, Mark Nichols and Mark Heslop discuss European equities’ performance, valuation and diversification properties – and share a few surprising facts.