Jupiter Merlin webcast: Merlin team on the ‘Goldilocks’ recovery
Like Goldilocks searching for the perfect porridge, markets keep fretting that economic growth is either “too cold” (low job growth) or “too hot” (high inflation). Perhaps, as growth forecasts get upgraded, the truth is that the Western economic recovery is “just right”?
The next catalysts for gold and silver
What do the Fed’s messaging and the inflation debate mean for gold and silver, and where might the next catalysts for monetary metals come from? Listen as Ned Naylor-Leyland, Head of Strategy, Gold & Silver, discusses these and other topics on his webcast.
Corporate Bonds: Balancing risk and reward
Fund managers Adam Darling and Harry Richards, in conversation with Ariel Bezalel discussed the merits of a flexible approach to investment-grade corporate bonds, and how it is still possible to manage downside risks while remaining invested.
Over the course of the discussion, the managers also shed light on why investment-grade credit is seen as a distinct strategy at Jupiter and how environmental, social and governance (ESG) considerations are firmly embedded into their credit selection process.
Lift off for the global economy
Mark Nash and Huw Davies discuss how to invest in the new reflationary environment.
Finding Excellence in European Equities
Mark Nichols and Phil Macartney discuss what the improved economic backdrop in Europe means for their European Growth strategy
Jupiter Merlin webcast: In summertime the living is … easy?
In this webcast, the Merlin team look ahead to a lockdown-free summer. So will things soon be back to normal? What are some of the hidden risk?
Unlocking opportunities in global fixed income
Listen to the latest webcast from Ariel Bezalel and Harry Richards, who discuss the path for inflation and growth, what potential pitfalls to be wary of, and how their portfolios are positioned for 2021.
Systematic equities Q1 review
Dr Ian Heslop and Dr Amadeo Alentorn, co-heads of systematic equities, present their quarterly review. They present the systematic equities team’s latest market analysis and review the performance of the strategies managed by the team.
Jupiter Merlin Webcast: Winter of discontent turning to glorious summer?
In this webcast, the Jupiter Merlin team discuss the potential for a swift economic recovery from the summer onwards as the UK’s lockdown ends.
Bond Market Returns at Risk? The SARB View
Is the reflation trade still valid? Are we on track for further dollar and bond weakness and cyclical asset strength? Listen to Mark Nash, Fund Manager, and Huw Davies, Investment Director, in discussion on the Strategic Absolute Bond Fund webcast.