Ariel Bezalel and Harry Richards, investment managers of the Jupiter Strategic Bond strategy, outline their macro thesis and current view of markets.

Where can equity income investors find the most attractive combination of income and growth in a world of higher inflation and higher interest rates?

The Jupiter Merlin team discuss the policy guidance of major central banks, as it appears that interest rates have probably – but not definitely – peaked.

Bond investors are waiting for interest rate cuts from developed market central banks that – so far at least – have not appeared. Vikram Aggarwal examines the issue.

This Jupiter Merlin Weekly examines the state of the UK’s public sector. Is tax revenue used efficiently enough and are taxpayers getting value for money?

Ed Meier analyses what the macro environment and politics mean for investments in the UK.

This Merlin Weekly Macro looks at government debt problems in the US, as Biden’s administration continues to “Go real big” on both spending and borrowing.

Avinash Vazirani examines the momentum behind the equity market and, while warning that investors must keep their heads, explains why he’s bullish about India’s future.

The Jupiter Merlin team look at the early moves in the 2024 UK general election race, as Labour’s economic credentials may encounter a dose of fiscal reality.

Ned Naylor-Leyland says investors should pay attention to the views of central bankers on gold, especially since the yellow metal is nearing an inflection point.

Dan Carter and Mitesh Patel examine a surprising move from the Bank of Japan – was it a mistake, and what consequences might it have for the Japanese equity market?

The Jupiter Merlin team discuss seemingly contradictory economic data as central banks are finding that the path to containing inflation is strewn with … difficulties.

The Jupiter Merlin team take a look at the latest Jackson Hole symposium, where the world’s leading central bankers met to discuss policy.

The Jupiter Merlin team consider the rich yields available in the gilt market and why improving an ailing NHS should be made a national priority.

What is it like to lead a Japanese corporation, and do clichés about Japan’s business culture stand up to scrutiny? Gordon Raison, CEO of Roland, joins us in this video.

Hilary Blandy describes how fixed income markets must weigh up competing risks on rates and inflation. Amid this uncertainty, however, bond investors are paid to wait.

Adam Darling and Harry Richards say investors have a once in a generation opportunity to lock in high yields in the investment grade corporate bond market.   

Jupiter’s fixed income capability benefits from the expertise of a large team of Credit Analysts. Here, we look at their latest insights from three sectors.

What is Japan’s role in modern geopolitics, and how can it balance relations between the US and China? We seek the views of Robert Ward, a Japan expert from the IISS.

Adam Darling discusses yield trends in high yield bonds and why credit selection is so important.

In the second half of 2023, Ariel Bezalel and Harry Richards (Investment Managers) expect central banks to become more worried about growth than inflation.

Mark Nash, James Novotny and Huw Davies say policy makers could keep interest rates higher for longer as strong growth foundations underpin inflation.

Japan’s stock exchange is driving change – what’s the impact and will it be enduring? Nicholas Smith, a leading Japan strategist from CLSA, share his insights with us.

Debt, and how to manage it, is a subject which polarises opinion and manifests itself in volatile market behaviour. How should investors react?

Jon Wallace, Noelle Guo and Grisha Milushev reflect on progress on ecological challenges during the 35 years since the Jupiter Ecology Fund was launched.

This Jupiter Merlin Weekly discusses how NATO’s support for Ukraine has restored its purpose after Afghanistan, and why it now faces a test of leadership it mustn’t fail.

Avinash Vazirani and Colin Croft say India’s fast-expanding economy may offer a silver lining amid a gloomy outlook for the global economy.

Jason Pidcock and Sam Konrad take a look at the attractions of Australia as an investment destination. Has it been unfairly overlooked by global investors?

Amadeo Alentorn, lead investment manager, Jupiter systematic, reflects on the importance of head and heart in understanding investor behaviour and markets.

Mark Nash, James Novotny and Huw Davies discuss why rapid rate increases haven’t contained inflation and what may be next for bond markets.

Central banks continue to fight inflation, but Ariel Bezalel and Harry Richards argue that it’s last year’s concern. So what should the Fed be worried about now?

Nick Payne reflects on the importance of a sustainability strategy when investing in emerging markets equities.

George Fox, Investment Manager, Independent Funds, explains the team’s philosophy and process regarding environmental, social and governance (ESG).

Caroline Cantor, Mark Nichols and Mark Heslop discuss European equities’ performance, valuation and diversification properties – and share a few surprising facts.

The Jupiter Merlin team presented on the launch of the new Jupiter 'Merlin select' range of funds. A complementary suite of multi-manager portfolios which sits alongside the existing Merlin range.

Will they be able to avert a hard landing? Will there be substantial rate cuts in the coming months?

Huw Davies analyses the implication of the US debt ceiling deal on the markets and the economy.

Ned Naylor-Leyland and Daniel March discuss why demand for silver is outstripping supply and what this imbalance may mean for investors in the white metal.

Dan Carter and Mitesh Patel address the topic of share price valuations in the Japanese market. They’re undeniably low, but are Japanese stocks good value, or just cheap?

Mark Nash, Huw Davies and James Novotny discuss the divergence in monetary policy between the US and Europe and how that’s creating opportunities in the bond markets.

Nick Payne reflects on the differing fortunes of developed and emerging markets, as the stage seems set for emerging markets to come to the fore once again.

In response to client interest, Jupiter have created a complementary suite of multi-manager portfolios which will sit alongside the existing Merlin range.

Jupiter's CEO Matt Beesley talks to Richard Romer-Lee at Square Mile. Matt discusses how he started in the industry, his experience and what he does to relax.

The Jupiter Merlin team look at inflation, interest rates and the "unknowns" that can undermine global economic forecasts.

Investment managers Mark Nichols and Mark Heslop the opportunities and outlook for European equities.

Phil Macartney, European equities investment manager, argues that bank shares carry more risk than reward and should be avoided - even in the best of times.

Accidents have already disrupted markets, but are there more to come? How soon might the Federal Reserve loosen policy? Ariel Bezalel and Harry Richards give their view. 

The value equities team discuss some of the benefits and potential pitfalls of running a global portfolio and identify the opportunities ahead.

With uncertainties over inflation and rates, how should investors navigate bond markets? In this video, Matthew Morgan, Head of Fixed Income, asks Ariel Bezalel and Mark Nash for their views.

With labour markets in many parts of the world remaining tight, talk of disinflation could be premature. In this webcast Mark Nash, Huw Davies and James Novotny discuss the macro backdrop and the outlook for fixed income.

Mark Nash, Huw Davies and James Novotny believe the turbulence faced by banks may spur central banks to reverse their restrictive monetary policy stance.

Since the Global Financial Crisis, regulators and policy makers have worked to avoid a repeat. Yet banks are in trouble again. Is this the same old story?

Richard Buxton assesses Jeremy Hunt’s first full budget, in which the Chancellor sought to incentivise companies to invest in and encourage re-participation in the workforce.

Whether you believe inflation will remain high, begin subsiding, or don’t have a view, at Jupiter, we have a range of actively managed strategies designed to meet your investment needs.

Jupiter’s Independent Funds Team look at the implication of the UK’s sharp reduction in capital gains tax allowance and how that may affect portfolio management.

Mark Nichols says European companies are reporting positive trends on demand, pricing and the impact of China’s reopening.

Ned Naylor-Leyland discusses the recent uptick in merger and acquisition activity among gold miners and whether the trend has further to go.

In recent years, we have introduced enhancements to our investment process, designed to increase diversification, use new sources of data, and allow greater flexibility, writes Amadeo Alentorn, lead investment manager, Jupiter systematic equities.

The Jupiter Merlin team look at the bond market’s thundering herd, inflation’s confounding data and the US Debt Ceiling’s steady rise.

James Novotny assesses the prospects for the global economy and how that could mean for rate increases.

Adam Darling says a global recession looks probable and may bring opportunities in high yield bonds for active investors.

Traditional portfolio allocations to just long-only equities and bonds may be less optimal than adding alternatives, writes Amadeo Alentorn, lead investment manager, Jupiter systematic equities.

Ned Naylor-Leyland discusses the diversification properties of gold, the recent price rally and why central banks have ramped up their purchases.

Listen to the latest webcast from Ariel Bezalel and Harry Richards, who examine the outlook for inflation and growth and the potential opportunities for fixed income investors in 2023.

Ariel Bezalel and Harry Richards say global growth will continue to slow in the coming months, dragging inflation further down, increasing the likelihood of rate cuts towards the end of the year.

Jason Pidcock and Sam Konrad explain why they have no ‘fear of missing out’ over China, and why talk of a reopening boom might be overplayed.

A year after the conflict started, Alastair Irvine takes stock of the geopolitical, economic and investment consequences of the war in Ukraine.

Mark Nash, Investment Manager of the Jupiter Strategic Absolute Return Bond Fund, analyses the global growth and inflation environment and what the evolving scenario means for the fixed income markets.

In their second annual stewardship report, the Global Value Equities team provide an insight into how they have engaged with the companies in which they invest.

Dan Carter discusses three of the key factors for investors in Japan to be thinking about now, especially in light of the Bank of Japan’s surprising policy moves.

Optimism around fixed income was rare in 2022, but there are reasons to believe 2023 may see a change in fortune for bond markets, say Ariel Bezalel and Harry Richards.

Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, and John Morrison, Director – London, UK, answer audience questions on the Jupiter Merian Global Equity Absolute Return (GEAR) Fund.

In this webcast, the Jupiter Merlin team will assess the investment landscape as we end 2022 with central banks suggesting they will slow the pace of interest rate rises. Inflation was the dominant economic factor of 2022… but will it subside in 2023?

Our latest investment outlook brings together expert views and analysis from our top fund managers as they look ahead to the opportunities and challenges in 2023.

Ariel Bezalel and Harry Richards assess the prospects for fixed income as inflation fades and growth concerns emerge.

What can we expect from Asia Pacific (ex Japan) markets in 2023? Jason Pidcock and Sam Konrad give their views and discuss the key attributes they look for in companies.

After a turbulent year for fixed income markets following a series of rate increases, Mark Nash, Huw Davies and James Novotny say many factors are turning favourable for the asset class as growth and inflation begin to slow.

Dan Carter sees the reasons for optimism and caution as existing in an uneasy equilibrium, but on balance he is hopeful for attractive returns from Japan in 2023.

In a year when bonds have fallen, alternative strategies are of interest.

In a year when global equities have fallen, alternative strategies are of interest.

Against a particularly challenging macro backdrop, Jason Pidcock and Sam Konrad reflect on some of the investment decisions they've made this year.

Richard Buxton assesses the Autumn Statement, in which Jeremy Hunt fought to please markets, the public and his party as the UK faces recession.

The Jupiter Merlin team dissect the Chancellor's Autumn Statement, which pushed many of the hardest decisions out into the future, while piling on tax in the meantime.