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.
In this webcast, Ned Naylor-Leyland, Investment Manager, 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.
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.
Adrian Gosden and Chris Morrison discuss how they seek to create a portfolio of stable, cash-generating companies across the market cap spectrum that can pay progressive dividends.
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