Trump and the outlook for global equities
Abbie Llewellyn-Waters examines the global equity investment implications of Donald Trump’s victory in the US presidential election.
Merlin Weekly Macro: Good COP, or bad COP?
The Jupiter Merlin team look at the latest climate conference, and discuss politician’s struggles in bringing their electorates with them on the path to net zero.
Webcast: Jupiter Asian Income Fund – seeking income & growth
In this webcast, Jason Pidcock, investment manager of the Jupiter Asian Income Fund, discusses the countries and sectors he and the team like most in the region – including the tech sector – and why they’re still avoiding China. He also talks about the fund’s performance in 2024.
Filter content
Reset all
Topic
Asset class
Content type
Author
Trump and the outlook for global equities
Trump and the outlook for global equities
Abbie Llewellyn-Waters examines the global equity investment implications of Donald Trump’s victory in the US presidential election.
Read time - 5 min.
19.11.2024
Merlin Weekly Macro: Good COP, or bad COP?
Merlin Weekly Macro: Good COP, or bad COP?
The Jupiter Merlin team look at the latest climate conference, and discuss politician’s struggles in bringing their electorates with them on the path to net zero.
Read time - 12 min.
15.11.2024
Webcast: Jupiter Asian Income Fund – seeking income & growth
Webcast: Jupiter Asian Income Fund – seeking income & growth
In this webcast, Jason Pidcock, investment manager of the Jupiter Asian Income Fund, discusses the countries and sectors he and the team like most in the region – including the tech sector – and why they’re still avoiding China. He also talks about the fund’s performance in 2024.
08.11.2024
Jupiter Global Sustainable Equities Fund – name change
Jupiter Global Sustainable Equities Fund – name change
The Jupiter Global Sustainable Equities Fund will soon change name. Abbie Llewellyn-Waters explains the reasons why and describes what is staying the same about the fund.
Read time - 3 min.
07.11.2024
Merlin Weekly Macro: Will Trump’s tariffs ‘Make America Great Again’?
Merlin Weekly Macro: Will Trump’s tariffs ‘Make America Great Again’?
The Jupiter Merlin team look at what a second term for President Trump could mean for international trade, geopolitics, and investment markets.
Read time - 12 min.
07.11.2024
Square Mile podcast: Building a portfolio for a range of outcomes with the Jupiter Merlin team
Square Mile podcast: Building a portfolio for a range of outcomes with the Jupiter Merlin team
In this podcast David Lewis and George Fox discuss the current themes they're focusing on within the portfolios, the case for investing in gold and how they mitigate against big market dislocations.
06.11.2024
Fixed Income Investments: Gearing up for a fluid macro environment
Fixed Income Investments: Gearing up for a fluid macro environment
Mark Nash, James Novotny and Huw Davies analyse the outlook for interest rates and fixed income as the US economy continues to stay resilient.
Read time - 5 min.
04.11.2024
Merlin Weekly Macro: A budget every bit as bad as feared
Merlin Weekly Macro: A budget every bit as bad as feared
Is a catatonic torpor of mediocre economic growth the best that the UK can hope for? The Jupiter Merlin team analyses the shaky foundations of Rachel Reeves’ post-Budget strategy.
Read time - 10 min.
01.11.2024
Webcast: Jupiter Merian Global Equity Absolute Return Fund
Webcast: Jupiter Merian Global Equity Absolute Return Fund
In the most recent webcast, Dr Amadeo Alentorn, Investment Manager, Systematic Equities, discussed the performance of the Jupiter Merian Global Equity Absolute Return (GEAR) Fund. He also explained how he tries to produce consistent alpha and design an investment process that has the potential to deliver across varied market environments.
01.11.2024
Webcast: Are markets set for a rude awakening?
Webcast: Are markets set for a rude awakening?
Jupiter Merlin Webcast: Geopolitics today is the least stable it has been for a long time – but through most of it markets have been notably calm. What would it take to spook investors who remain preoccupied by inflation and interest rates?
30.10.2024
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
Load more