A portfolio for all seasons
Investment managers Jason Pidcock and Sam Konrad explain why they think the Jupiter Asian Equity Income strategy is well positioned for lower interest rates.
Seizing the moment: is now the time to invest in global sovereign bonds?
Vikram Aggarwal highlights the opportunities available within global sovereign bonds against the backdrop of falling interest rates and increased volatility.
Staying Patient in Global High Yield Credit
Fund manager Adam Darling says high yield credit has had a good run so far this year, but that investors should continue to watch the economic data closely for any threats to the prevailing soft landing narrative.
Merlin Weekly Macro: Rachel through the Looking Glass
Ahead of the UK’s Budget, the Jupiter Merlin team analyses how the government may be sleep-walking into crisis. After all, the UK has gone bust before and could do again.
The power of transforming UK businesses
Alex Savvides, Stephanie Geary and Siddharth Sukumar say their UK equity strategy aims to generate returns from transforming companies – and sweating the details.
The silver slingshot: reaping the potential benefits of a strategic allocation to silver
Ned Naylor-Leyland examines the potential benefits behind allocating to silver and explains why he believes silver is poised to break out and what this could mean for investors.
Merlin Weekly Macro: Why are markets acting so calmly?
The Jupiter Merlin team ask why, given the increasingly unstable nature of global geopolitics, markets seem so sanguine about the future. Is a shock around the corner?
Fixed Income: The spotlight is on government bonds
Ariel Bezalel and Harry Richards examine the prospects for the US economy and the outlook for interest rates following the first rate cut in the current cycle.
Merlin Weekly Macro: Is Labour heading in the wrong direction?
The Jupiter Merlin team examine the rhetoric from Keir Starmer and Rachel Reeves, and ask whether there’s a lack of joined-up thinking on UK economic policy.
India: Are the growth drivers intact?
Avinash Vazirani and Colin Croft take stock of the Indian economy and what that holds for the country’s stocks.