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.
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.
¿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.
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: 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
Notes from the Investment Floor: Yield is back for bonds
Notes from the Investment Floor: Yield is back for bonds
Vikram Aggarwal sets the scene for bond markets in 2023, as yield finally returns to the asset class. Could market fears transfer from duration to credit quality in 2023?
Tiempo de lectura -4 min.
12.01.2023
Engagement summary: NatWest Q3 2022
Engagement summary: NatWest Q3 2022
Anna Karim describes our recent engagement with NatWest, in which we discussed their progress against a variety of sustainability metrics.
Tiempo de lectura -7 min.
12.12.2022
Perspectivas de Inversión 2023: El incómodo equilibrio de Japón
Perspectivas de Inversión 2023: El incómodo equilibrio de Japón
Dan Carter considera que las razones para el optimismo y la cautela conviven en un equilibrio incómodo, pero, en el cómputo global, espera que Japón genere rentabilidades atractivas en 2023.
Tiempo de lectura -5 min.
12.12.2022
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