Notes on U.S. Inflation, May 2026

What does the biggest monthly inflation jump in four years mean for your fixed-income portfolio? Which direction could rates move from here? And how should investors position their portfolios for what comes next? U.S. inflation is in the spotlight, driven largely by energy prices. Here are actionable insights from our investment desk on the topic.

Looking at Q2 2026

Markets have entered the quarter against a complex backdrop: geopolitical tensions in the Middle East, fragile ceasefire conditions, and elevated energy prices. At the same time, AI-driven capex, resilient US earnings, and rising investments in energy infrastructure continue to support pockets of strength across markets. In an environment where inflation risks remain sticky and growth is uneven, here are some notes from our Investment desk

Private Credit Funds – Crisis or Opportunity?

Private credit funds are facing redemption pressures and liquidity tests, but is this a systemic shake-up or a chance for savvy investors? Our investment team weighs in: Defaults remain low, and top platforms with strong balance sheets continue delivering attractive yields. Quality manager selection is paramount. We stick to diversified leaders (avg. position <0.5%), who are navigating software/AI jitters smartly, and positioning themselves for higher spreads ahead. Read the full analysis .

Funds – Looking Through The Lens

Funds are often seen as simple vehicles for diversification and liquidity, but they do have nuances. From legal structure and jurisdiction to redemption terms, leverage, valuation, and governance, the details matter just as much as the investment strategy.

The Middle East Uncertainties

During this period of uncertainty in the region, Jupiter Wealth stands firmly with our clients and partners, keeping everyone affected in our thoughts and prayers.
As the situation evolves, we remain vigilant amid rising oil prices, inflationary pressures, and market volatility. Here are some insights from our investment desk.

ESOPs – Carrot or Stick?

Employee Stock Ownership Plans (ESOPs) can be powerful tools for building long-term wealth and aligning career growth with company success. However, they also come with their share of financial complexities and risks. Our Wealth Planning team shares key insights on how to design resilient strategies that help you make the most of your ESOP benefits.

Structuring for Crypto Asstes

In the fast-evolving world of digital currencies, excitement often outpaces strategy. But here’s the truth: Unplanned investments lead to unnecessary losses. Documenting and ensuring safe custody of your digital assets is vital, and bringing your financial advisors into the loop well in advance is key. Here are some notes from our Wealth Planning team on what you must plan for before evaluating crypto investments.

The Multi-Trillion Dollars Robotics Opportunity

The economic opportunity in robotics is massive and transformative. Fueled by AI breakthroughs, affordable sensors, and persistent labor shortages, robotics is evolving from niche industrial tools into a foundational technology. For investors eyeing this space, here are key insights from our Investment Desk.

Navigating 2026 with Jupiter Wealth

Presenting notes from our investment desk on navigating 2026, on key macro trends and on opportunities.

How the AI Story Unfolds

The overall euphoria and the amount of capital being poured