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What’s in store as the rate cycle turns?
What’s in store as the rate cycle turns?
Ariel Bezalel and Harry Richards assess the factors that helped tame inflation and analyse the prospects for the global economy in the months ahead.
Read time - 5 min.
10.09.2024
Bonds: Is the inflation genie back in the bottle?
Bonds: Is the inflation genie back in the bottle?
Mark Nash, Huw Davies and James Novotny expect continued fiscal spending to underpin inflation in the months ahead, which will keep central banks on their toes.
Read time - 5 min.
04.09.2024
Seeking a safe port in a storm
Seeking a safe port in a storm
Recent volatility should remind us of the importance of seeking shelter from market storms, says Amadeo Alentorn, lead investment manager, Jupiter systematic equities.
Read time - 3 min.
04.09.2024
The Hitachi blueprint: corporate restructuring in Japan
The Hitachi blueprint: corporate restructuring in Japan
Dan Carter and Mitesh Patel examine some corporate restructuring stories in Japan, where much progress has already been made but the market is hungry for more.
Read time - 9 min.
25.07.2024
Higher rates begin to bite
Higher rates begin to bite
Ariel Bezalel and Harry Richards discuss how the US economy is finally feeling the impact of higher rates and where they see value across the fixed income spectrum.
Read time - 5 min.
23.07.2024
Emerging market debt: Will focus return to EM fundamentals?
Emerging market debt: Will focus return to EM fundamentals?
Investment manager Reza Karim discusses his outlook on emerging market debt for the rest of 2024 and into 2025.
Read time - 5 min.
17.07.2024
The dollar and its rivals
The dollar and its rivals
Here’s a look at what some of our fund managers think about whether the US dollar’s hegemony could be challenged anytime soon.
15.07.2024
Webcast: Higher for longer?
Webcast: Higher for longer?
Listen to the latest webcast from Mark Nash, James Novotny and Huw Davies as they address some of the important questions raised by fixed income investors.
26.06.2024
Emerging market debt: Correcting six common misconceptions
Emerging market debt: Correcting six common misconceptions
Investment managers Alejandro Arevalo and Reza Karim discuss – and correct – some of the most common misunderstandings about the emerging market debt asset class.
Read time - 5 min.
17.06.2024
The importance of diversification
The importance of diversification
Jason Pidcock and Sam Konrad explain why they think their Asian Equity Income strategy is well positioned for a range of scenarios, given its diversified exposure.
Read time - 5 min.
10.06.2024
Modi’s re-election augurs well for reforms
Modi’s re-election augurs well for reforms
Avinash Vazirani and Colin Croft say India offers a compelling choice for long-term investments as Modi stays as the prime minister for another five-year term.
Read time - 7 min.
05.06.2024
Talking Factsheet: India strategy
Talking Factsheet: India strategy
Leighton Riley gives an overview of Jupiter’s India strategy, how the investment process works, and how the team seek to generate alpha.
23.05.2024
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