Japanese Equities: Is a Growth vs Value shift coming?
Dan Carter and Mitesh Patel describe the ‘growth vs value’ situation in Japanese equities, and ask whether a shift in momentum is around the corner.
Macro view: hard landing ahead?
Ariel Bezalel and Harry Richards, investment managers of the Jupiter Strategic Bond strategy, outline their macro thesis and current view of markets.
Global industry flows: a new enhancement to our systematic investment process
Yuangao Liu and Amadeo Alentorn describe a new enhancement the Jupiter systematic team has developed and introduced into its investment process.
Building resilient portfolios in European small caps
Phil Macartney discusses finding high-quality, well-capitalised growth businesses among European smaller companies.
Emerging market debt: on the road in Indonesia
Xuchen Zhang discusses his key takeaways from a recent research trip to Indonesia to assess the opportunities for emerging market debt investors.
Active fund management’s edge in mining
Chris Mahoney, investment manager, discusses the key role active managers have in the mining sector by providing equity financing for select listed exploration companies.
Emerging markets: The world’s great engines of growth
Leighton Riley, Investment Director, explains why he and the team are optimistic about the outlook for emerging market equities.
High yield bonds: volatility is opportunity
Adam Darling discusses why credit selection is crucial in the current environment as a potential recession could disrupt the asset class.
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.
UK stocks: the road ahead hinges on politics
Ed Meier analyses what the macro environment and politics mean for investments in the UK