3 May 2023
A difficult Pill to swallow on inflation
A difficult Pill to swallow on inflation

As the Bank of England chief economist says Britons must accept they are poorer, the Jupiter Merlin team discuss the predicament facing central banks.

25 November 2021
Jupiter Merlin Weekly: Flat Irn-Bru at COP26
Jupiter Merlin Weekly: Flat Irn-Bru at COP26

The Jupiter Merlin team discuss the results of COP26, as well as the continuing struggles of central banks to frame policy regarding inflation.

3 May 2023
Webcast: Should you be worried about something?
Webcast: Should you be worried about something?

A yield of c3.5% on the US 30-Year Treasury says that a fairly trifling return is all the compensation needed for the coming three decades of geopolitical earthquakes and economic ructions. Are risks being foolishly ignored, or is this a classic case of markets ‘climbing a wall of worry’?

26 November 2021
Methane Cut Pledge Is Big Boost for Transition to Net Zero
Methane Cut Pledge Is Big Boost for Transition to Net Zero

Jon Wallace discusses innovations in detecting methane and the importance of an agreement by major nations to reduce emissions of this harmful gas.

21 April 2023
Tuning out the noise to find great European smaller companies
Tuning out the noise to find great European smaller companies

Phil Macartney says an indiscriminate selloff in European small caps has created opportunities to invest in undervalued companies with robust fundamentals.

26 November 2021
Inflation can remain sticky for a while yet ... but not forever
Inflation can remain sticky for a while yet ... but not forever

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.

21 April 2023
Is this banking crisis the same old story?
Is this banking crisis the same old story?

Since the Global Financial Crisis, regulators and policy makers have worked to avoid a repeat. Yet banks are in trouble again. Is this the same old story?

23 November 2021
Jupiter Merlin Weekly: Divisions between the White House and Fed
Jupiter Merlin Weekly: Divisions between the White House and Fed

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.

17 April 2023
Jupiter Merlin Weekly: Banking is complex but simple
Jupiter Merlin Weekly: Banking is complex but simple

The Jupiter Merlin team look at a dramatic week in markets, as cracks appear in the banking sector and the credibility of the US Federal Reserve hangs in the balance.

22 November 2021
Jupiter Merlin Weekly: Net zero initiatives will touch every sector
Jupiter Merlin Weekly: Net zero initiatives will touch every sector

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.

19 April 2023
Outlook 2023: Environmental solutions are crossing a watershed
Outlook 2023: Environmental solutions are crossing a watershed

As financial markets struggle for direction, Jon Wallace and Noelle Guo discuss the unavoidable trends shaping the future.

17 November 2021
Jupiter Merlin Weekly: Divisions between the White House and Fed
Jupiter Merlin Weekly: Divisions between the White House and Fed

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.

17 April 2023
US and EU 'IRA': made in China?
US and EU 'IRA': made in China?

The EU’s efforts to catch up with the US’s massive move to support strategic green industries, jobs and clean technology signal a new era, writes Jupiter’s Environmental Solutions team.

17 November 2021
Jupiter Merlin Weekly: Net zero initiatives will touch every sector
Jupiter Merlin Weekly: Net zero initiatives will touch every sector

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.

14 April 2023
Rethinking fixed income: two top bond managers debate the path ahead
Rethinking fixed income: two top bond managers debate the path ahead

With uncertainties over inflation and rates, how should investors navigate bond markets? In this video, Matthew Morgan, Head of Fixed Income, asks Ariel Bezalel and Mark Nash for their views.

20 October 2021
UK Small & Mid Cap Equities: Alpha, IPOs and Disruptors
UK Small & Mid Cap Equities: Alpha, IPOs and Disruptors

There are many misconceptions about the equities market in smaller and midsize companies in the UK.

14 April 2023
Sterling Investment Grade Bond Strategy
Sterling Investment Grade Bond Strategy

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

20 October 2021
Jupiter Merlin Weekly: How to make a drama out of a crisis
Jupiter Merlin Weekly: How to make a drama out of a crisis

The Jupiter Merlin team discuss the UK’s fuel crisis, China’s economic slump, and central banks that have all their fingers crossed that they’re right about inflation.

26 September 2021
Jupiter Merlin Weekly: Macron goes nuclear over defence schism
Jupiter Merlin Weekly: Macron goes nuclear over defence schism

In the wake of the Australian submarine row with France, the Jupiter Merlin team examines how schisms in the western defence alliances can have far-reaching consequences.

14 April 2023
Talking factsheet: Asian Equity Income Strategy
Talking factsheet: Asian Equity Income Strategy

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.