Notes from the Investment Floor: Don’t believe in immaculate tightening
Harry Richards discusses the likelihood of recession, and whether its credible that monetary policy could tighten so much without negative ramifications for the economy.
Macro monitor: Is the bond rally overdone?
Mark Nash analyses the global growth and inflation environment and what the evolving scenario means for the fixed income markets.
China reopening – why this could be positive for Europe
Caroline Cantor, Mark Heslop and Mark Nichols look at potential opportunities for European luxury and consumer goods companies from China’s lifting of Covid restrictions.
In the digital age, moats may be more sink than swim
Investors should shed old thinking about structural barriers to entry, says NZS Capital’s Brad Slingerlend, if they want to invest in companies fit for the Digital Age.
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Notes from the Investment Floor: Don’t believe in immaculate tightening
Notes from the Investment Floor: Don’t believe in immaculate tightening
Harry Richards discusses the likelihood of recession, and whether its credible that monetary policy could tighten so much without negative ramifications for the economy.
Tiempo de lectura -4 min.
02.02.2023
Macro monitor: Is the bond rally overdone?
Macro monitor: Is the bond rally overdone?
Mark Nash analyses the global growth and inflation environment and what the evolving scenario means for the fixed income markets.
Tiempo de lectura -7 min.
01.02.2023
China reopening - why this could be positive for Europe
China reopening - why this could be positive for Europe
Caroline Cantor, Mark Heslop and Mark Nichols look at potential opportunities for European luxury and consumer goods companies from China’s lifting of Covid restrictions.
Tiempo de lectura -4 min.
01.02.2023
Notes from the Investment Floor: The rise of India’s domestic investor
Notes from the Investment Floor: The rise of India’s domestic investor
Avinash Vazirani discusses the role that domestic investors play in the Indian stock market, and looks at some of the tailwinds helping drive India’s economic growth.
Tiempo de lectura -4 min.
30.01.2023
Webcast: why an alternative approach to global equities makes sense in 2023
Webcast: why an alternative approach to global equities makes sense in 2023
Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, and John Morrison, Director – London, UK, answer audience questions on the Jupiter Merian Global Equity Absolute Return (GEAR) Fund.
24.01.2023
¿Se avecinan tiempos mejores para los inversores en bonos?
¿Se avecinan tiempos mejores para los inversores en bonos?
El optimismo en torno a la renta fija brilló por su ausencia en 2022, pero Ariel Bezalel y Harry Richards afirman que existen motivos para creer que 2023 puede suponer un cambio de fortuna para los mercados de renta fija.
Tiempo de lectura -5 min.
23.01.2023
Razones para ser optimistas sobre la deuda de los mercados emergentes
Razones para ser optimistas sobre la deuda de los mercados emergentes
Alejandro Arévalo y Reza Karim explican por qué creen que la deuda de los mercados emergentes se encuentra en una buena posición para beneficiarse de la reapertura de China y la mejora de los fundamentales.
Tiempo de lectura -5 min.
20.01.2023
Notes from the Investment Floor: A premium on sustainable assets?
Notes from the Investment Floor: A premium on sustainable assets?
Rhys Petheram, Investment Manager, Environmental Solutions, discusses trends around the pricing of green assets.
Tiempo de lectura -3 min.
20.01.2023
Notes from the Investment Floor: 3 key topics for investors in Japan
Notes from the Investment Floor: 3 key topics for investors in Japan
Dan Carter discusses three of the key factors for investors in Japan to be thinking about now, especially in light of the Bank of Japan’s surprising policy moves.
Tiempo de lectura -4 min.
20.01.2023
Jupiter Value Equities Team: 2022 Stewardship Report - UK Value
Jupiter Value Equities Team: 2022 Stewardship Report - UK Value
The Value Equities team provide an insight into the companies they have engaged with in 2022 as part of their annual stewardship report.
Tiempo de lectura -8 min.
17.01.2023
Jupiter Value Equities Team: 2022 Stewardship Report - Global Value
Jupiter Value Equities Team: 2022 Stewardship Report - Global Value
In their second annual stewardship report, the Global Value Equities team provide an insight into how they have engaged with the companies in which they invest.
Tiempo de lectura -8 min.
17.01.2023
ESG in fixed income – why do it?
ESG in fixed income – why do it?
Anna Karim underscores the importance of engaging with companies to raise their awareness about climate change and how that can give a fillip to their businesses.
Tiempo de lectura -7 min.
16.01.2023
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