Webcast: Easing into 2024?
Webcast: Easing into 2024?
Rate cuts this year? Inflation under control? Mark Nash, Huw Davies and James Novotny discuss the macro in this webcast.
Gestionnaire d’investissement, Fixed Income - Absolute Return
Jupiter Strategic Absolute Return Bond Fund
Une stratégie qui utilise une allocation d’actifs dynamique et rapide pour viser des rendements ajustés au risque et de faibles baisses.
The value of active minds: independent thinking
A key feature of Jupiter’s investment approach is that we eschew the adoption of a house view, instead preferring to allow our specialist fund managers to formulate their own opinions on their asset class. As a result, it should be noted that any views expressed – including on matters relating to environmental, social and governance considerations – are those of the author(s), and may differ from views held by other Jupiter investment professionals.
Latest Insights
Bonds: Are rate cuts coming?
Bonds: Are rate cuts coming?
Mark Nash, Huw Davies and James Novotny analyse the prospects for government bond markets as relatively low real rates and easy financial conditions underpin growth and inflation.
24.04.2024
Webcast: Easing into 2024?
Webcast: Easing into 2024?
Rate cuts this year? Inflation under control? Mark Nash, Huw Davies and James Novotny discuss the macro in this webcast.
28.03.2024
Perspectives 2024 : De bonnes nouvelles pour les obligations, mais il faut restez prudent
Perspectives 2024 : De bonnes nouvelles pour les obligations, mais il faut restez prudent
Mark Nash et Huw Davies affirment que les tensions sur le marché obligataire se sont atténuées, mais que les attentes de baisses des taux en 2024 sont excessivement optimistes. Ils préconisent la prudence.
Temps de lecture -4 min.
07.12.2023
Higher Inflation and the dilemma for central banks
Higher Inflation and the dilemma for central banks
Mark Nash discusses the difficult choices facing central banks as inflation lingers and what it might mean for absolute return bond strategies.
Temps de lecture -7 min.
12.10.2023