Calm before a golden M&A storm?
Ned Naylor-Leyland discusses the recent uptick in merger and acquisition activity among gold miners and whether the trend has further to go.
GEAR: enhancing our investment process
In recent years, we have introduced enhancements to our investment process, designed to increase diversification, use new sources of data, and allow greater flexibility, writes Amadeo Alentorn, lead investment manager, Jupiter systematic equities.
Notes from the Investment Floor: European companies are upbeat on 2023
Mark Nichols says European companies are reporting positive trends on demand, pricing and the impact of China’s reopening.
Jupiter Merlin Weekly: Why so much volatility in bonds?
The Jupiter Merlin team examine what has already been a rollercoaster year in bond markets.
Notes from the Investment Floor: The mood music is starting to lift
Jon Wallace looks at the impact that a moderation in inflation, and structurally higher energy prices, are having on environmental solutions businesses.
Jupiter Merlin Weekly: Ukraine and a world in conflict and flux
The Jupiter Merlin team ask whether support for Ukraine is strengthening or wavering in the West, and what might the end game be for this devastating conflict?
Notes from the Investment Floor: The case for emerging market optimism
Salman Siddiqui discusses three key reasons for optimism around emerging market equities this year.
UK capital gains tax change brings multi-manager products into focus
Jupiter’s Independent Funds Team look at the implication of the UK’s sharp reduction in capital gains tax allowance and how that may affect portfolio management.
What might a recession mean for high yield investors?
Adam Darling says a global recession looks probable and may bring opportunities in high yield bonds for active investors.
Are 60-40 portfolios two-legged stools?
Traditional portfolio allocations to just long-only equities and bonds may be less optimal than adding alternatives, writes Amadeo Alentorn, lead investment manager, Jupiter systematic equities.