The momentum behind sustainable investing
Investors increasingly need insight into one of the most profound and fastest-growing topics today: sustainable and ESG investing.
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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.
Tempo di lettura -4 min.
02.02.2023
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.
Tempo di lettura -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.
Tempo di lettura -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.
Tempo di lettura -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
Un nuovo destino per i mercati obbligazionari?
Un nuovo destino per i mercati obbligazionari?
Nel 2022 non c’è stato particolare ottimismo nei confronti dell’obbligazionario, ma ci sono molte ragioni per ritenere che quest'anno si verificherà un cambiamento, affermano Ariel Bezalel e Harry Richards.
Tempo di lettura -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.
Tempo di lettura -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.
Tempo di lettura -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.
Tempo di lettura -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.
Tempo di lettura -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.
Tempo di lettura -8 min.
17.01.2023
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?
Tempo di lettura -4 min.
12.01.2023
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