Investing in an age of data overload
Amadeo Alentorn, lead investment manager, systematic equities, discusses how to make investment decisions in a world increasingly driven by large amounts of data.
Webcast: Easing into 2024?
Rate cuts this year? Inflation under control? Mark Nash, Huw Davies and James Novotny discuss the macro in this webcast.
Australia: The world’s most attractive developed market?
Jason Pidcock and Sam Konrad explain why they think Australia offers some of the best equity income opportunities in the Asia Pacific region, and arguably, the world.
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Investing in an age of data overload
Investing in an age of data overload
Amadeo Alentorn, lead investment manager, systematic equities, discusses how to make investment decisions in a world increasingly driven by large amounts of data.
Temps de lecture -10 min.
28.03.2024
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
Australia: The world’s most attractive developed market?
Australia: The world’s most attractive developed market?
Jason Pidcock and Sam Konrad explain why they think Australia offers some of the best equity income opportunities in the Asia Pacific region, and arguably, the world.
Temps de lecture -5 min.
20.03.2024
Asia Pacific equities: Enablers of the AI revolution
Asia Pacific equities: Enablers of the AI revolution
Jason Pidcock and Sam Konrad discuss the AI theme in the Asia Pacific (ex Japan) region and highlight where they’re finding some of the most attractive tech opportunities.
Temps de lecture -6 min.
18.03.2024
Webcast: solides performances en vue pour les small cap Européennes?
Webcast: solides performances en vue pour les small cap Européennes?
Mark Heslop et Phil Macartney discutent avec Caroline Cantor des raisons pour lesquelles les actions des petites entreprises européennes sont souvent sous-estimées par le marché et comment elles peuvent être une source d'excellents rendements à long terme.
13.03.2024
Inde: en plein optimisme économique, tous les regards sont tournés vers les élections
Inde: en plein optimisme économique, tous les regards sont tournés vers les élections
Avinash Vazirani et Colin Croft déclarent que les investisseurs se concentreront sur le résultat des prochaines élections nationales et sur ce que cela pourrait impliquer en termes de politiques gouvernementales en période d’optimisme économique.
Temps de lecture -7 min.
01.03.2024
European Commercial Real Estate: A mixed bag after recent rally
European Commercial Real Estate: A mixed bag after recent rally
Luca Evangelisti, Head of Credit Research, Paridhi Garg, Credit Analyst, and Leon Wei, Credit Analyst, explain the reasons behind the commercial real estate crisis in Europe and examine its impact across fixed income and European financial markets.
Temps de lecture -8 min.
29.02.2024
Can Saudi Arabia emulate Dubai’s success?
Can Saudi Arabia emulate Dubai’s success?
Reza Karim discusses the key macro takeaways from his recent trip to the Middle East, where he met with dozens of companies across Saudi Arabia, Oman and the UAE.
Temps de lecture -7 min.
20.02.2024
Webcast: Seeking income and growth in Asia Pacific
Webcast: Seeking income and growth in Asia Pacific
In his latest webcast, Jason Pidcock (Investment Manager, Asian Equity Income) explains his team’s focus on ‘quality income’ stocks in the Asia Pacific (ex Japan) region. Jason also discusses where he’s finding the best opportunities, and why he chooses not to invest in China.
08.02.2024
Webcast: Is a soft landing certain?
Webcast: Is a soft landing certain?
Listen to the latest webcast from Ariel Bezalel and Harry Richards as they provide an outlook for 2024. A soft landing is fully priced, will it materialise?
31.01.2024
European equities spotlight: Carel
European equities spotlight: Carel
Jupiter’s European equities team discusses the quality growth characteristics of the Italian manufacturer Carel, one of the holdings in the team’s smaller companies strategy.
Temps de lecture -7 min.
25.01.2024
Webcast: How can investors navigate uncertainty?
Webcast: How can investors navigate uncertainty?
How can investors navigate uncertainty? Listen to the latest Jupiter Merian Global Equity Absolute Return (GEAR) Fund webcast.
23.01.2024
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