Jupiter Merlin webcast: New year, old problems
As policymakers continue to struggle with Omicron and monetary policy conundrums, investors must delicately balance their asset allocation.
Systematic Equities Q4 2021 webcast
Dr Amadeo Alentorn and Yuangao Liu present their Q4 2021 review of the Jupiter Merian Systematic Equity funds.
Webcast: An Early View of 2022
Richard Buxton, in his first webcast of the year, offers an early view of 2022: the outlook for markets, the economy and UK large-cap stocks.
Webcast: A look ahead for UK large caps
Listen as Richard Buxton shares his views on UK large-cap investing in a period of surging inflation and normalising economic growth.
Jupiter Merlin webcast: The transformative effect of net zero
COP26 produced, depending on who you ask, either nothing of consequence or a paradigm shift in how (and in whose interests) companies and economies are run. Whether climate disaster is averted or not, what is certain is that the future is full of unknowns.
Webcast: UK Alpha and the Outlook for Large Caps
Listen as Richard Buxton discusses his macro views and outlook as well as UK Alpha Fund performance in his latest webcast.
Webcast: Gold & Silver – Who loved the 1970s?
The current macro environment feels like a repeat of the 1970s. All that’s missing is a disco revival … and a big rally for gold. Ned Naylor-Leyland looks at what has driven monetary metals markets so far in 2021, and what the catalysts could be for a turnaround in fortunes.
Jupiter Webcast: Excelling in Europe
Listen to fund managers Mark Nichols and Phil Macartney discuss what the improved economic backdrop means for their holdings and their approach to finding excellent companies to invest in for the long term. Capital at risk.
Jupiter Merlin webcast: Has the Chinese growth story turned sour?
Tougher regulation, a real estate collapse and energy shortages – has the Chinese growth story turned sour, and what action might investors consider in response? The Jupiter Merlin team give their view.
Jupiter UK Alpha Strategy – October 2021 Update
An upcoming Budget, a previously announced rise in National Insurance contributions, growing talk of the reintroduction of coronavirus-related restrictions, soaring energy prices, supply and demand imbalances, supply chain challenges, and rising concerns over inflation and the ability of central banks to contain it. It’s a long list of potential headaches for UK equity investors to consider. But, as Richard Buxton argues in his latest update – recorded at the peak of the third-quarter corporate reporting season – for patient and selective investors, there are still plenty of reasons to be optimistic.