What central banks are saying about gold
Ned Naylor-Leyland says investors should pay attention to the views of central bankers on gold, especially since the yellow metal is nearing an inflection point.
Have we reached peak bearishness on Emerging Market Debt?
Alejandro Arevalo and Jupiter’s Emerging Markets Debt team argue that the asset class may offer plenty of opportunities in 2022 as its valuations are relatively very cheap.
Staying Consistent and Finding Quality in European Small Companies
Mark Heslop and Phil Macartney discuss the first year of the strategy and how they find high-quality smaller European companies to invest in.
Notes from the Investment Floor – Will 2021 be the year for India?
Avinash Vazirani explains why you’ll probably hear a lot about India this year, as trade deals, GDP growth and vaccines make news.
Achieving Net Zero alignment today
In an article that first appeared on ESG Clarity, Jupiter’s sustainable investing team describe how they analyse companies to evaluate progress on climate change.
Brinton Johns: Picking up speed in the shift to digital
Brinton Johns of NZS Capital considers how Covid has accelerated the shift to a digital economy and which companies will benefit from the changes.
Searching the Four Corners for Fixed Income Opportunities
Ariel Bezalel, Head of Strategy, Fixed Income, explains the appeal of a global flexible bond strategy, sharing his views on the macro environment and the corporate credit and government bond markets.