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Institutional Investors
Pension captives turn risk into reward
Pension captives turn risk into reward
When does this solution make the most sense?
Professional Investors
Trade tensions rise as Trump shifts stance on Ukraine
Trade tensions rise as Trump shifts stance on Ukraine
The Jupiter Merlin team examines what’s in store as major equity markets remain exuberant, while bonds...
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Professional Investors
Steady hands needed in stormy markets
Steady hands needed in stormy markets
What should investors do in tricky times?
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Professional Investors
Which equity factors excelled in Q2?
Which equity factors excelled in Q2?
Returns varied across markets and regions – how should investors prepare for the rest of 2025?
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Professional Investors
How EU-US trade deal validates recent rally
How EU-US trade deal validates recent rally
What long-term impact will tariffs have on equities?
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Professional Investors
Dollar dip drives international equities
Dollar dip drives international equities
Despite positive returns, developed and emerging markets have outperformed US stocks this year.
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Professional Investors
ChatGPT is changing how clients find advisers
ChatGPT is changing how clients find advisers
Prospective clients are using AI tools to find financial advisers.
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Professional Investors
ETFs offer investors unmatched resilience
ETFs offer investors unmatched resilience
What opportunities are ETFs unlocking?
Professional Investors
Inflation continues to give investors the jitters
Inflation continues to give investors the jitters
After a strong couple of years, macroeconomic factors have reduced investors’ return expectations. Professional...
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Professional Investors
Underdogs can deliver big wins
Underdogs can deliver big wins
Are investors overlooking value in unwanted stocks?
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Professional Investors
What do IHT reforms mean for estate planning?
What do IHT reforms mean for estate planning?
How can estate planning solution providers help advisers navigate the changing IHT landscape?
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Professional Investors
Farming families face tax terrors
Farming families face tax terrors
Landowners must take action to harvest tax relief.
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