Macro monitor: Is the bond rally overdone?
Mark Nash analyses the global growth and inflation environment and what the evolving scenario means for the fixed income markets.
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.
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.
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Macro monitor: Is the bond rally overdone?
Macro monitor: Is the bond rally overdone?
Mark Nash analyses 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
Notes from the Investment Floor: A premium on sustainable assets?
Notes from the Investment Floor: A premium on sustainable assets?
Rhys Petheram, Investment Manager, Environmental Solutions, discusses trends around the pricing of green assets.
Read time- 3 min.
20.01.2023
Notes from the Investment Floor: 3 key topics for investors in Japan
Notes from the Investment Floor: 3 key topics for investors in Japan
Dan Carter discusses three of the key factors for investors in Japan to be thinking about now, especially in light of the Bank of Japan’s surprising policy moves.
Read time- 4 min.
20.01.2023
Jupiter Value Equities Team: 2022 Stewardship Report - UK Value
Jupiter Value Equities Team: 2022 Stewardship Report - UK Value
The Value Equities team provide an insight into the companies they have engaged with in 2022 as part of their annual stewardship report.
Read time- 8 min.
17.01.2023
Jupiter Value Equities Team: 2022 Stewardship Report - Global Value
Jupiter Value Equities Team: 2022 Stewardship Report - Global Value
In their second annual stewardship report, the Global Value Equities team provide an insight into how they have engaged with the companies in which they invest.
Read time- 8 min.
17.01.2023
ESG in fixed income – why do it?
ESG in fixed income – why do it?
Anna Karim underscores the importance of engaging with companies to raise their awareness about climate change and how that can give a fillip to their businesses.
Read time- 7 min.
16.01.2023
Notes from the Investment Floor: Yield is back for bonds
Notes from the Investment Floor: Yield is back for bonds
Vikram Aggarwal sets the scene for bond markets in 2023, as yield finally returns to the asset class. Could market fears transfer from duration to credit quality in 2023?
Read time- 4 min.
12.01.2023
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