What next for gold after recent price breakout?
Ned Naylor-Leyland examines the driving forces behind gold’s recent price breakout, explains why this hasn’t led to increased investor flows into gold funds, and highlights the unique opportunity this presents.
UK stock market in a sweet spot?
Adrian Gosden and Chris Morrison cite a range of factors behind the healthy run that UK equities have enjoyed so far this year, and they argue that the market has further to go.
Merlin Weekly Macro: The ECB faces the hardest interest rate challenge
The Jupiter Merlin team examine the challenges faced by the European Central Bank, and discuss how the market’s expectations of Federal Reserve policy have evolved.
What’s in store as the rate cycle turns?
Ariel Bezalel and Harry Richards assess the factors that helped tame inflation and analyse the prospects for the global economy in the months ahead.
Merlin Weekly Macro: Should you be worried about German politics?
The Jupiter Merlin team discuss seismic election results in Germany, as parties on the extreme ends of left and right have big success in state elections.
Bonds: Is the inflation genie back in the bottle?
Mark Nash, Huw Davies and James Novotny expect continued fiscal spending to underpin inflation in the months ahead, which will keep central banks on their toes.
Seeking a safe port in a storm
Recent volatility should remind us of the importance of seeking shelter from market storms, says Amadeo Alentorn, lead investment manager, Jupiter systematic equities.
Asia Pacific equities: A “quality income” approach
Investment managers Jason Pidcock and Sam Konrad explain their quality income style and discuss the company characteristics they look for.
Merlin Weekly Macro: Can price controls ever work?
The Jupiter Merlin team discuss the trend towards more state intervention in pricing. Can price controls ever work, and what are the side effects?
What’s next for European bank credit?
Luca Evangelisti and Paridhi Garg analyse the prospects for European bank debt as the region’s economy cools and rate cuts loom.