Notes from the Investment Floor - Diversification is key to green bonds
Notes from the Investment Floor - Diversification is key to green bonds
Rhys Petheram looks at changes in the market for green bonds, including the upcoming launch of the first green gilt, and signs of central banks turning green.
Filter content
Topic
Asset class
Content type
Author
Notes from the Investment Floor - Diversification is key to green bonds
Notes from the Investment Floor - Diversification is key to green bonds
Rhys Petheram looks at changes in the market for green bonds, including the upcoming launch of the first green gilt, and signs of central banks turning green.
Read time- 4 min.
Notes from the Investment Floor - Turkish turbulence hasn’t tainted EM
Notes from the Investment Floor - Turkish turbulence hasn’t tainted EM
Alejandro Arevalo looks at the latest drama in Turkey, as the central bank governor is replaced (again), but without material negative impact on other emerging markets.
Read time- 7.5 min.
Quick thinking from active minds
Quick thinking from active minds
To assuage your “Zoom fatigue” we’ve given our fund managers just eight minutes each to share the latest insights on their areas of expertise. The first event in this “Quick thinking” series featured Alejandro Arevalo on why this could be a great time to allocate to emerging market debt, Mark Nash on finding diversification in alternative fixed income, and Ned Naylor-Leyland on the stories behind the headlines in gold and silver.
Gold renaissance: Investors rediscover the power of gold
Gold renaissance: Investors rediscover the power of gold
Ned Naylor-Leyland, Head of Gold & Silver, discusses what’s driving monetary metals this year. Is loose policy from a Democrat US government good news for gold investors?
UK equities - is it time to return to the fold?
UK equities - is it time to return to the fold?
The first of our “Value of Active Minds” virtual events featured four of Jupiter’s most experienced fund managers discussing the compelling potential opportunities available in UK equities as the country prepares to exit the pandemic lockdown and after securing a trade deal with the EU. Richard Buxton, Dan Nickols, Chris Smith and Richard Watts were in conversation with Edward Bonham Carter.
Gold and silver mining equities – ready to rebound
Gold and silver mining equities – ready to rebound
Ned Naylor-Leyland explains why a likely return to falling real interest rates and the strong operational performance of mining companies point to a bullish outlook for monetary metals.
Read time- 8 min.
Notes from the Investment Floor - The ESG tide is turning in the US
Notes from the Investment Floor - The ESG tide is turning in the US
Freddie Woolfe looks at promising signs of serious ESG-related policy reforms in the US, while also discussing the healthcare sector in this investment environment.
Read time- 2 min.
EMD: Should investors worry about rising rates?
EMD: Should investors worry about rising rates?
US interest rate moves have caused volatility in EMD year to date. But Alejandro Arevalo, Head of EMD, explains why the fundamental tailwinds behind EMD remain.
Read time- 6 min.
Bond Market Returns at Risk? The SARB View
Bond Market Returns at Risk? The SARB View
Is the reflation trade still valid? Are we on track for further dollar and bond weakness and cyclical asset strength? Listen to Mark Nash, Fund Manager, and Huw Davies, Investment Director, in discussion on the Strategic Absolute Bond Fund webcast.
Could this be the best year for EMD?
Could this be the best year for EMD?
In his latest webcast, Alejandro Arevalo, Head of EMD, explains why this is a great time to invest in EMD, but you need to know how to pick the right opportunities and avoid risks. Alejandro also provides an update on his funds.
Notes from the Investment Floor - Value may hedge against rising rates
Notes from the Investment Floor - Value may hedge against rising rates
Dermot Murphy considers whether Value stocks could act as a hedge against rising interest rates, while Joe Lunn explains why the green economy will be silver.
Read time- 4 min.
Is pent-up demand a coiled spring…or a Slinky?
Is pent-up demand a coiled spring…or a Slinky?
The durable goods boom of the past year is unlikely to be repeated, taking away a key input to drive post-pandemic inflation, says Ariel Bezalel.
Read time- 6 min.
Load more