The importance of diversification
Jason Pidcock and Sam Konrad explain why they think their Asian Equity Income strategy is well positioned for a range of scenarios, given its diversified exposure.
US Exceptionalism and EM Opportunities in Sovereign Bonds
Vikram Aggarwal discusses the recent IMF Spring conference, US economic exceptionalism, progress among distressed EM sovereigns and what it means for investors.
The European equities equation: quality, growth, diversification
Mark Nichols and Mark Heslop discuss high-quality, cash-generative, growth companies in Europe and why these stocks offer diversification potential for global investors.
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The importance of diversification
The importance of diversification
Jason Pidcock and Sam Konrad explain why they think their Asian Equity Income strategy is well positioned for a range of scenarios, given its diversified exposure.
Temps de lecture -5 min.
04.06.2024
US Exceptionalism and EM Opportunities in Sovereign Bonds
US Exceptionalism and EM Opportunities in Sovereign Bonds
Vikram Aggarwal discusses the recent IMF Spring conference, US economic exceptionalism, progress among distressed EM sovereigns and what it means for investors.
Temps de lecture -4 min.
23.05.2024
The European equities equation: quality, growth, diversification
The European equities equation: quality, growth, diversification
Mark Nichols and Mark Heslop discuss high-quality, cash-generative, growth companies in Europe and why these stocks offer diversification potential for global investors.
Temps de lecture -4 min.
22.05.2024
Finding the silver lining: The reasons behind a strategic allocation to silver in a Gold & Silver fund
Finding the silver lining: The reasons behind a strategic allocation to silver in a Gold & Silver fund
Ned Naylor-Leyland and Daniel March explain the benefits behind having an allocation to silver and how this can affect fund performance
21.05.2024
Construction d'un portefeuille : construire sur des bases solides
Construction d'un portefeuille : construire sur des bases solides
Kiran Nandra, responsable des stratégies actions de Jupiter, demande à quatre gérants de Jupiter comment ils construisent leurs portefeuilles.
Temps de lecture -3 min.
20.05.2024
Talking Factsheet: sovereign debt strategy
Talking Factsheet: sovereign debt strategy
Vikram Aggarwal gives an overview of Jupiter’s sovereign debt strategy, how the investment process works, and how the team seek to generate alpha.
17.05.2024
L'investissement thématique : une approche systématique
L'investissement thématique : une approche systématique
Amadeo Alentorn, responsable de la stratégie, actions systématiques, est interviewé sur l'approche de son équipe en matière d'investissement dans les mégatendances à long terme.
17.05.2024
Talking Factsheet - Fonds Jupiter Dynamic Bond
Talking Factsheet - Fonds Jupiter Dynamic Bond
Ariel Bezalel et Harry Richards donnent un aperçu de leur stratégie, du fonctionnement du processus d'investissement et de la manière dont l'équipe cherche à générer de l'alpha.
17.05.2024
A barbell approach to leisure sector credit
A barbell approach to leisure sector credit
Andrew Rubins, investment analyst, examines the investment opportunities available in travel and leisure sector credit after the turbulence during the Covid pandemic.
Temps de lecture -5 min.
17.05.2024
Tackling the inflation challenge
Tackling the inflation challenge
Listen to the latest webcast from Ariel Bezalel and Harry Richards as they outline their outlook for the global economy and fixed income markets.
16.05.2024
Obligations: Les baisses de taux sont-elles imminentes?
Obligations: Les baisses de taux sont-elles imminentes?
Mark Nash, Huw Davies et James Novotny analysent les perspectives du marché des obligations gouvernementales, alors que les taux réels relativement bas et les conditions financières accommodantes soutiennent la croissance et l'inflation.
14.05.2024
Tout ce qui brille… comprendre les forces structurelles à l'origine de la reprise du marché de l'or
Tout ce qui brille… comprendre les forces structurelles à l'origine de la reprise du marché de l'or
Ned Naylor-Leyland et Daniel March examinent les facteurs structurels à l'origine de la récente flambée du prix de l'or et analysent les facteurs susceptibles de pousser le prix à la hausse.
13.05.2024
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