Note from the Investment Floor - Momentum for change on ESG policies

Abbie Llewellyn-Waters explains why climate change and fair working practices increasingly matter to investors.

James Moir looks at the UK’s path to recovery from lockdown, while Lee Manzi discusses record-breaking issues in the convertible bond market.

India’s second wave of Covid cases is a tragic situation that may take months to fully resolve, but there is light at the end of the tunnel.

The latest event in our “Value of Active Minds” virtual events series is now available for catch-up viewing, as we start our stopwatches and give three fund managers just 8 minutes each to update you on their area of expertise.

This rapid journey through the thinking of some of Jupiter’s brightest minds will take you to Japan, through emerging markets and explore the world of global sustainable investing, all in just half an hour. Your guides are Abbie Llewellyn-Waters, Dan Carter and Nick Payne.

Investors should devote less time to making market predictions and more to thinking about a range of potential outcomes, says Brad Slingerlend of NZS.

Rhys Petheram, fund manager e responsabile del team per le soluzioni ambientali, e Jon Wallace, fund manager ambiente e sostenibilità, spiegano perché, oggi più che mai, sia vantaggioso non mettere tutte le uova nello stesso paniere, anche se questo paniere è green.

Luca Evangelisti explains why Financials Contingent Capital bonds, or CoCos for short, offer value thanks to their strong liquidity profile, supportive regulators, and the much-improved financial position of banks.

Ned Naylor-Leyland explains the important of leverage, momentum and narrative to modern markets, and asks whether we’re at the end of a monetary supercycle.

Dr Ian Heslop and Dr Amadeo Alentorn, co-heads of systematic equities, present their quarterly review. They present the systematic equities team’s latest market analysis and review the performance of the strategies managed by the team.

Ned Naylor-Leyland, responsabile della strategia Gold & Silver, discute i fattori che stanno spingendo i metalli monetari quest'anno. Le politiche morbide del governo democratico statunitense sono una buona notizia per gli investitori in oro?

The first of our “Value of Active Minds” virtual events featured four of Jupiter’s most experienced fund managers discussing the compelling potential opportunities available in UK equities as the country prepares to exit the pandemic lockdown and after securing a trade deal with the EU. Richard Buxton, Dan Nickols, Chris Smith and Richard Watts were in conversation with Edward Bonham Carter.