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.
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.
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?
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: 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.
Tiempo de lectura -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.
Tiempo de lectura -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?
Tiempo de lectura -3 min.
19.09.2023
Perspectivas para el segundo semestre de 2023: Oportunidades en el horizonte para los inversores en CoCos
Perspectivas para el segundo semestre de 2023: Oportunidades en el horizonte para los inversores en CoCos
Luca Evangelisti expone su visión sobre las consecuencias del hundimiento de tres bancos regionales estadounidenses y Credit Suisse e identifica las oportunidades que aprecia en esta clase de activos.
Tiempo de lectura -5 min.
15.08.2023
Talking Factsheet: Emerging market debt strategy
Talking Factsheet: Emerging market debt strategy
Alejandro Arevalo and Reza Karim give an overview of Jupiter’s emerging market debt strategy, how the investment process works, and how the team seek to generate alpha.
11.08.2023
Talking Factsheet – Estrategia de Oro & Plata
Talking Factsheet – Estrategia de Oro & Plata
Ned Naylor-Leyland ofrece una visión general de la estrategia de oro y plata de Jupiter, cómo funciona el proceso de inversión y cómo el equipo busca generar alfa.
10.08.2023
Talking Factsheet – Estrategia de renta variable de mercados emergentes globales
Talking Factsheet – Estrategia de renta variable de mercados emergentes globales
Nick Payne ofrece una visión general de la estrategia de renta variable de mercados emergentes globales de Jupiter, cómo funciona el proceso de inversión y cómo el equipo busca generar alfa.
10.08.2023
Talking Factsheet – Estrategia de Renta Variable Japonesa
Talking Factsheet – Estrategia de Renta Variable Japonesa
Dan Carter y Mitesh Patel ofrecen una visión general de la estrategia de renta variable japonesa de Jupiter, cómo funciona el proceso de inversión y cómo el equipo busca generar alfa.
10.08.2023
Talking Factsheet – Estrategia global equity absolute return
Talking Factsheet – Estrategia global equity absolute return
Amadeo Alentorn ofrece una visión general de la estrategia global equity absolute return de Jupiter, cómo funciona el proceso de inversión y cómo el equipo busca generar alfa.
10.08.2023
Talking Factsheet – Estrategia de Renta Fija de Retorno Absoluto
Talking Factsheet – Estrategia de Renta Fija de Retorno Absoluto
Mark Nash ofrece una visión general de la estrategia de renta fija de retorno absoluto de Jupiter, cómo funciona el proceso de inversión y cómo el equipo busca generar alfa.
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
Engagement Case Study – De Grey Mining
Engagement Case Study – De Grey Mining
Joe Lunn describes the Gold & Silver team’s engagement with De Grey Mining and the importance of mining companies operating with sensitivity towards local communities.
08.08.2023
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