Human investing with computer help
Matus Mrazik explains how the Jupiter Systematic Equities team’s investment approach uses computer help in what is ultimately a human process.
Reading the Fed tea leaves
Ariel Bezalel and Harry Richards say the Federal Reserve may continue to raise rates to combat soaring inflation, belying a relatively dovish interpretation of the Fed’s tone by markets.
What lies ahead for EM corporate bonds?
Alejandro Arevalo, Investment Manager, Fixed Income – EMD, describes the current backdrop for emerging market corporate bonds and explains why he’s positive about the outlook, both over the short and longer term.
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Human investing with computer help
Human investing with computer help
Matus Mrazik explains how the Jupiter Systematic Equities team’s investment approach uses computer help in what is ultimately a human process.
Read time - 6 min.
11.08.2022
Reading the Fed tea leaves
Reading the Fed tea leaves
Ariel Bezalel and Harry Richards say the Federal Reserve may continue to raise rates to combat soaring inflation, belying a relatively dovish interpretation of the Fed’s tone by markets.
Read time - 5 min.
03.08.2022
What lies ahead for EM corporate bonds?
What lies ahead for EM corporate bonds?
Alejandro Arevalo, Investment Manager, Fixed Income – EMD, describes the current backdrop for emerging market corporate bonds and explains why he’s positive about the outlook, both over the short and longer term.
Read time - 5 min.
03.08.2022
Absolute Return Bond funds: A Modern Approach to Diversification
Absolute Return Bond funds: A Modern Approach to Diversification
Huw Davies, Investment Manager, Fixed Income - Absolute Return, discusses why investors are recognising the need to look beyond a traditional 60 / 40 structure in favour of a more modern approach.
Read time - 4.8 min.
03.08.2022
Fed pivot? Get ready for a gold & silver breakout
Fed pivot? Get ready for a gold & silver breakout
Ned Naylor-Leyland explains how a shift in central bank policy could trigger a change in market sentiment that sends gold and silver prices to record highs.
Read time - 4 min.
01.08.2022
A tale of fading inflation and slowing growth
A tale of fading inflation and slowing growth
Ariel Bezalel, investment manager for fixed income, explains how inflation is easing, a recession looks likely and what this means for fixed income investors.
Read time - 6 min.
29.07.2022
Notes from the Investment Floor: When China sneezes…
Notes from the Investment Floor: When China sneezes…
Nick Payne discusses the situation in China, which is easing monetary and fiscal policy when others are tightening, and whether ‘zero Covid’ can stand the test of time.
Read time - 3 min.
28.07.2022
Seeking true diversification during market turmoil
Seeking true diversification during market turmoil
Investors face problems in finding diversification when both global equities and bond markets fall. In such environments, the advantages of an allocation to uncorrelated assets are clear.
Read time - 5 min.
25.07.2022
A Rich Vein of Opportunity for Gold and Silver Miners
A Rich Vein of Opportunity for Gold and Silver Miners
Ned Naylor-Leyland, Investment Manager for Gold & Silver, assesses the prospects for the unloved shares of gold & silver miners and a possible shift in Fed policy.
Read time - 4 min.
22.07.2022
Notes from the Investment Floor: Why’s Japan’s inflation still so low?
Notes from the Investment Floor: Why’s Japan’s inflation still so low?
Dan Carter discusses the macroeconomic dynamics at play in Japan, as the ‘immovable object’ of domestic deflation meets the ‘unstoppable force’ of global inflation.
Read time - 3 min.
14.07.2022
Notes from the Investment Floor: Seeking sustainable investment ideas
Notes from the Investment Floor: Seeking sustainable investment ideas
Freddie Woolfe, Investment Analyst, Global Sustainable Equities discusses the team's approach to identifying investment ideas.
Read time - 3 min.
14.07.2022
Preparing for the sugar crash: opportunities in high yield credit
Preparing for the sugar crash: opportunities in high yield credit
Adam Darling (Investment Manager, Fixed Income) argues that high yield’s tough year can get tougher still: but the best buying opportunity in decades may be near.
Read time - 7 min.
13.07.2022
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