Dan Nickols and Richard Watts look back on a challenging 2021, and look ahead to the market dynamics that UK Small & Mid cap investors will need to navigate in 2022.
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.
Ned Naylor-Leyland comments on the dynamics in monetary metals markets, as a central banking pantomime has so far had a suppressing effect on gold and silver prices.
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.
Richard Buxton in his first webcast of the year shares his outlook on markets, the economy and UK large-cap stocks.
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?
Mark Heslop and Mark Nichols, Fund Managers, European Growth, look beyond 2022, considering some of the longer-term trends that are likely to impact investment performance.
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.
The Jupiter Merlin team discuss the results of COP26, as well as the continuing struggles of central banks to frame policy regarding inflation.
Caroline Cantor, Mark Nichols and Mark Heslop discuss European equities’ performance, valuation and diversification properties – and share a few surprising facts.
Jon Wallace discusses innovations in detecting methane and the importance of an agreement by major nations to reduce emissions of this harmful gas.
Inflation remains transitory, but it’s putting central banks under pressure and at risk of making a policy mistake, says Ariel Bezalel, Head of Strategy, Fixed Income.
The Jupiter Merlin team presented on the launch of the new Jupiter 'Merlin select' range of funds. A complementary suite of multi-manager portfolios which sits alongside the existing Merlin range.
The Jupiter Merlin team discuss the policy landscape in the US, where the White House and the Federal Reserve seem at odds over how to deal with rising inflation.
Caroline Cantor, Mark Nichols and Mark Heslop discuss European equities’ performance, valuation and diversification properties – and share a few surprising facts.
George Fox, Investment Manager, Independent Funds, explains the team’s philosophy and process regarding environmental, social and governance (ESG).
As COP26 speeches end and the hard negotiating begins, the Jupiter Merlin team look at the as-yet unknown and unquantifiable consequences of these revolutionary times.
As debate over the US government debt ceiling mounts, Trump’s threat for Republicans to
trigger a debt default would be economic suicide, say the Jupiter Merlin team.
The Jupiter Merlin team discuss the policy landscape in the US, where the White House and the Federal Reserve seem at odds over how to deal with rising inflation.
Interest rates in the US may have peaked but, with the US government facing ongoing systemic risks, what might the future hold? The Jupiter Merlin team give their view.