Trump and the outlook for global equities
Abbie Llewellyn-Waters examines the global equity investment implications of Donald Trump’s victory in the US presidential election.
Merlin Weekly Macro: Good COP, or bad COP?
The Jupiter Merlin team look at the latest climate conference, and discuss politician’s struggles in bringing their electorates with them on the path to net zero.
Jupiter Global Sustainable Equities Fund – name change
The Jupiter Global Sustainable Equities Fund will soon change name. Abbie Llewellyn-Waters explains the reasons why and describes what is staying the same about the fund.
Merlin Weekly Macro: Will Trump’s tariffs ‘Make America Great Again’?
The Jupiter Merlin team look at what a second term for President Trump could mean for international trade, geopolitics, and investment markets.
Fixed Income Investments: Gearing up for a fluid macro environment
Mark Nash, James Novotny and Huw Davies analyse the outlook for interest rates and fixed income as the US economy continues to stay resilient.
Merlin Weekly Macro: A budget every bit as bad as feared
Is a catatonic torpor of mediocre economic growth the best that the UK can hope for? The Jupiter Merlin team analyses the shaky foundations of Rachel Reeves’ post-Budget strategy.
Merlin Weekly Macro: The crystal ball that is the yield curve
The Jupiter Merlin team look at how investors in fixed income markets are interpreting risk at the moment, through the lens of government bond yields.
Positioning bond investments for steep rate cuts
Ariel Bezalel and Harry Richards say that the state of the global economy calls for a sharp decline in interest rates in the coming months, which could potentially benefit government bonds.
Merlin Weekly Macro: Have Labour painted themselves into a corner?
The Jupiter Merlin team look at whether Labour have painted themselves into a corner on tax and spending, as the pre-Budget political theatre ramps up.
UK equity income investing – a supportive backdrop
Adrian Gosden and Chris Morrison discuss the opportunities they see for UK equity income investors and pockets of dynamism in the stock market.