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.
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Merlin Weekly Macro: The crystal ball that is the yield curve
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.
Read time - 8 min.
25.10.2024
Positioning bond investments for steep rate cuts
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.
Read time - 5 min.
24.10.2024
Merlin Weekly Macro: Have Labour painted themselves into a corner?
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.
Read time - 8 min.
18.10.2024
UK equity income investing – a supportive backdrop
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.
Read time - 3 min.
18.10.2024
A portfolio for all seasons
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.
Read time - 5 min.
18.10.2024
Webcast: UK mid cap and smaller companies
Webcast: UK mid cap and smaller companies
Tim Service discusses the special mix in the UK small and mid cap strategy. Marketing promotion for professional investors. Capital at risk.
17.10.2024
Seizing the moment: is now the time to invest in global sovereign bonds?
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.
Read time - 3 min.
17.10.2024
Webcast: Whats next for financial markets?
Webcast: Whats next for financial markets?
Are we going back to the benign environment that persisted for a decade before Covid?
15.10.2024
Staying Patient in Global High Yield Credit
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.
Read time - 5 min.
13.10.2024
Talking Factsheet: Jupiter UK Dynamic Equity Fund
Talking Factsheet: Jupiter UK Dynamic Equity Fund
Alex Savvides gives an overview of the strategy, how the investment process works, and how the team seek to generate alpha.
11.10.2024
Merlin Weekly Macro: Rachel through the Looking Glass
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.
Read time - 19 min.
11.10.2024
The power of transforming UK businesses
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.
Read time - 5 min.
11.10.2024
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