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.
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
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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.
Read time- 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.
Read time- 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
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.
Read time- 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
Picks, Shovels and European Smaller Companies Investing
Picks, Shovels and European Smaller Companies Investing
Phil Macartney and Mark Heslop find a rich vein of opportunity in European smaller companies and discuss why it makes sense to supply picks and shovels in a gold rush.
Read time- 7 min.
03.05.2024
No free lunch: is a science of the stock market possible?
No free lunch: is a science of the stock market possible?
Complex systems and econophysics are intriguing and expanding fields of research that in time may lead to new signals to be incorporated in our investment model, say Amadeo Alentorn, Lead Investment Manager, and Matus Mrazik, Investment Manager, overseeing the academic research programme, Jupiter Merian Global Equity Absolute Return strategy.
Read time- 3 min.
01.05.2024
The case for emerging markets in 2024
The case for emerging markets in 2024
Our experts discuss the landscape for emerging market investing, including whether China is still investable, the growth potential of India, and an outlook for the future.
01.05.2024
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.
01.05.2024
Thematic investing: a systematic approach
Thematic investing: a systematic approach
Amadeo Alentorn, lead investment manager, systematic equities, is interviewed about his team’s approach to investing in long-term megatrends.
01.05.2024
Talking Factsheet: European Equities strategy
Talking Factsheet: European Equities strategy
Mark Heslop and Mark Nichols give an overview of Jupiter’s European equities strategy, how the investment process works, and how the team seek to generate alpha.
01.05.2024
Talking Factsheet – Jupiter Dynamic Bond fund
Talking Factsheet – Jupiter Dynamic Bond fund
Ariel Bezalel and Harry Richards give an overview of Jupiter’s unconstrained bond strategy, how the investment process works, and how the team seek to generate alpha.
01.05.2024
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