Macro view: hard landing ahead?
Ariel Bezalel and Harry Richards, investment managers of the Jupiter Strategic Bond strategy, outline their macro thesis and current view of markets.
US politics: Public will pick the least-worst Presidential candidate
The best President, or the least worst? Exactly a year before the 2024 US election, the Jupiter Merlin team analyses a likely Biden/Trump rematch.
Global industry flows: a new enhancement to our systematic investment process
Yuangao Liu and Amadeo Alentorn describe a new enhancement the Jupiter systematic team has developed and introduced into its investment process.
Building resilient portfolios in European small caps
Phil Macartney discusses finding high-quality, well-capitalised growth businesses among European smaller companies.
Jupiter Merlin Weekly: EU/eurozone – An economic Frankenstein’s monster?
This Merlin Weekly Macro analyses the strains on the Italian economy in the broader context of the eurozone’s financial system, described as a ‘monstrous monetary lash-up’.
Emerging market debt: on the road in Indonesia
Xuchen Zhang discusses his key takeaways from a recent research trip to Indonesia to assess the opportunities for emerging market debt investors.
Active fund management’s edge in mining
Chris Mahoney, investment manager, discusses the key role active managers have in the mining sector by providing equity financing for select listed exploration companies.
Emerging markets: The world’s great engines of growth
Leighton Riley, Investment Director, explains why he and the team are optimistic about the outlook for emerging market equities.
High yield bonds: volatility is opportunity
Adam Darling discusses why credit selection is crucial in the current environment as a potential recession could disrupt the asset class.
Fixed income: are central banks engineering a recession?
Hilary Blandy discusses the macro dynamics impacting bond markets and how the Jupiter Monthly Income Bond Fund is positioned to be resilient in an uncertain environment.