Dr Amadeo Alentorn, Lead Investment Manager, and James Murray, Investment Manager, Systematic Equities, address the problems investors face in finding diversification during falling global equities and bond markets and explain why the Jupiter Merian Global Equity Absolute Return Fund has had low correlation to both.
Listen to the latest webcast from Ariel Bezalel and Harry Richards, who examine the path for inflation and growth, the potential opportunities for fixed income investors, and how the portfolios are positioned heading into 2022.
Dr Amadeo Alentorn and Matus Mrazik present their quarterly review of the Jupiter Merian Systematic Equities funds.
All eyes are on central banks this year, after a bumpy ride for fixed income markets in 2021: rates continue to be volatile and short-term inflation remains elevated. Is there a risk that central banks tighten policy too quickly as inflation and growth start to normalise?
Dr Amadeo Alentorn and Yuangao Liu present their Q4 2021 review of the Jupiter Merian Systematic Equity funds.
The current macro environment feels like a repeat of the 1970s. All that’s missing is a disco revival … and a big rally for gold. Ned Naylor-Leyland looks at what has driven monetary metals markets so far in 2021, and what the catalysts could be for a turnaround in fortunes.
Listen to fund managers Mark Nichols and Mark Heslop discuss what the improved economic backdrop means for their holdings and their approach to finding excellent companies to invest in for the long term.
Listen to the latest webcast from Ariel Bezalel and Harry Richards, who examine the path for inflation and growth, the potential opportunities for fixed income investors, and how their portfolios are positioned heading into 2022.
Dr Amadeo Alentorn and James Murray present their quarterly review of the Jupiter Merian systematic equity funds offering an overview of strategy performance along with insights into their assessment of the current market environment and thoughts on Value investing.
Please join Dr Ian Heslop and Dr Amadeo Alentorn, co-heads of systematic equities, as they review how their strategies performed in Q2.