Monitoring progress toward net zero in emerging markets equities
Nick Payne, investment manager, Jupiter Global Emerging Markets Focus strategy, shares how an active fund manager approaches ESG, and how companies’ progress on climate change can be assessed.
Inching closer towards rate cuts
Ariel Bezalel and Harry Richards say global growth will continue to slow in the coming months, dragging inflation further down, increasing the likelihood of rate cuts towards the end of the year.
No ‘fear of missing out’ on China
Jason Pidcock and Sam Konrad explain why they have no ‘fear of missing out’ over China, and why talk of a reopening boom might be overplayed.
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Monitoring progress toward net zero in emerging markets equities
Monitoring progress toward net zero in emerging markets equities
Nick Payne, investment manager, Jupiter Global Emerging Markets Focus strategy, shares how an active fund manager approaches ESG, and how companies’ progress on climate change can be assessed.
Read time- 5 min.
08.02.2023
Inching closer towards rate cuts
Inching closer towards rate cuts
Ariel Bezalel and Harry Richards say global growth will continue to slow in the coming months, dragging inflation further down, increasing the likelihood of rate cuts towards the end of the year.
Read time- 4 min.
08.02.2023
No ‘fear of missing out’ on China
No ‘fear of missing out’ on China
Jason Pidcock and Sam Konrad explain why they have no ‘fear of missing out’ over China, and why talk of a reopening boom might be overplayed.
Read time- 4 min.
08.02.2023
Webcast: Prospects for fixed income as growth slows
Webcast: Prospects for fixed income as growth slows
Listen to the latest webcast from Ariel Bezalel and Harry Richards, who examine the outlook for inflation and growth and the potential opportunities for fixed income investors in 2023.
07.02.2023
Gold, diversification and central banks
Gold, diversification and central banks
Ned Naylor-Leyland discusses the diversification properties of gold, the recent price rally and why central banks have ramped up their purchases.
Read time- 4 min.
06.02.2023
Notes from the Investment Floor: Don’t believe in immaculate tightening
Notes from the Investment Floor: Don’t believe in immaculate tightening
Harry Richards discusses the likelihood of recession, and whether its credible that monetary policy could tighten so much without negative ramifications for the economy.
Read time- 4 min.
02.02.2023
Macro monitor: Is the bond rally overdone?
Macro monitor: Is the bond rally overdone?
Mark Nash, Huw Davies and James Novotny analyse the global growth and inflation environment and what the evolving scenario means for the fixed income markets.
Read time- 7 min.
01.02.2023
China reopening - why this could be positive for Europe
China reopening - why this could be positive for Europe
Caroline Cantor, Mark Heslop and Mark Nichols look at potential opportunities for European luxury and consumer goods companies from China’s lifting of Covid restrictions.
Read time- 4 min.
01.02.2023
Notes from the Investment Floor: The rise of India’s domestic investor
Notes from the Investment Floor: The rise of India’s domestic investor
Avinash Vazirani discusses the role that domestic investors play in the Indian stock market, and looks at some of the tailwinds helping drive India’s economic growth.
Read time- 4 min.
30.01.2023
Webcast: why an alternative approach to global equities makes sense in 2023
Webcast: why an alternative approach to global equities makes sense in 2023
Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, and John Morrison, Director – London, UK, answer audience questions on the Jupiter Merian Global Equity Absolute Return (GEAR) Fund.
24.01.2023
A change in fortune for bond markets?
A change in fortune for bond markets?
Optimism around fixed income was rare in 2022, but there are reasons to believe 2023 may see a change in fortune for bond markets, say Ariel Bezalel and Harry Richards.
Read time- 5 min.
23.01.2023
Reasons to be positive about emerging markets debt
Reasons to be positive about emerging markets debt
Alejandro Arevalo and Reza Karim explain why they believe emerging markets debt is poised to benefit from China’s reopening and improving fundamentals.
Read time- 5 min.
20.01.2023
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