Notes from the Investment Floor: Where’s the recession?
Bond investors are waiting for interest rate cuts from developed market central banks that – so far at least – have not appeared. Vikram Aggarwal examines the issue.
China policy: here comes the stimulus, but will it be enough?
Our Emerging Market debt team discuss China, as hopes for a substantial rebound in its economic activity have faced a hard reality. What does this mean for EMD investors?
Notes from the Investment Floor: What’s driving India’s momentum?
Avinash Vazirani examines the momentum behind the equity market and, while warning that investors must keep their heads, explains why he’s bullish about India’s future.
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Notes from the Investment Floor: Where’s the recession?
Notes from the Investment Floor: Where’s the recession?
Bond investors are waiting for interest rate cuts from developed market central banks that – so far at least – have not appeared. Vikram Aggarwal examines the issue.
Read time - 5 min.
26.09.2023
China policy: here comes the stimulus, but will it be enough?
China policy: here comes the stimulus, but will it be enough?
Our Emerging Market debt team discuss China, as hopes for a substantial rebound in its economic activity have faced a hard reality. What does this mean for EMD investors?
Read time - 6 min.
26.09.2023
Notes from the Investment Floor: What’s driving India’s momentum?
Notes from the Investment Floor: What’s driving India’s momentum?
Avinash Vazirani examines the momentum behind the equity market and, while warning that investors must keep their heads, explains why he’s bullish about India’s future.
Read time - 7 min.
22.09.2023
What central banks are saying about gold
What central banks are saying about gold
Ned Naylor-Leyland says investors should pay attention to the views of central bankers on gold, especially since the yellow metal is nearing an inflection point.
Read time - 4 min.
19.09.2023
Inflation in Japan: threat or opportunity?
Inflation in Japan: threat or opportunity?
Dan Carter and Mitesh Patel examine a surprising move from the Bank of Japan – was it a mistake, and what consequences might it have for the Japanese equity market?
Read time - 3 min.
19.09.2023
Contingent Capital 2023 Mid-Year Outlook: Down but not out
Contingent Capital 2023 Mid-Year Outlook: Down but not out
Luca Evangelisti shares his views on the fallout from the collapse of the 3 US Regional Banks and Credit Suisse and identifies the opportunities he sees within the asset class.
Read time - 5 min.
15.08.2023
Talking Factsheet: Gold & silver strategy
Talking Factsheet: Gold & silver strategy
Ned Naylor-Leyland gives an overview of Jupiter’s gold & silver strategy, how the investment process works, and how the team seek to generate alpha.
10.08.2023
Talking Factsheet: Global emerging markets focus strategy
Talking Factsheet: Global emerging markets focus strategy
Nick Payne gives an overview of Jupiter’s global emerging markets focus strategy, how the investment process works, and how the team seek to generate alpha.
10.08.2023
Talking Factsheet: Jupiter Japanese equities strategy
Talking Factsheet: Jupiter Japanese equities strategy
Dan Carter and Mitesh Patel give an overview of Jupiter’s Japanese equities strategy, how the investment process works, and how the team seek to generate alpha.
10.08.2023
Talking factsheet: Global equity absolute return strategy
Talking factsheet: Global equity absolute return strategy
Amadeo Alentorn gives an overview of Jupiter’s global equity absolute return strategy, how the investment process works, and how the team seek to generate alpha.
10.08.2023
Talking factsheet: Fixed income absolute return strategy
Talking factsheet: Fixed income absolute return strategy
Mark Nash gives an overview of Jupiter’s fixed income absolute return strategy, how the investment process works, and how the team seek to generate alpha.
10.08.2023
Engagement Case Study – Anta Sports
Engagement Case Study – Anta Sports
Nick Payne describes the Global Emerging Markets Equities team’s engagement with Anta Sports and why the team continued a dialogue with the company even after divesting.
08.08.2023
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