US Exceptionalism and EM Opportunities in Sovereign Bonds
Vikram Aggarwal discusses the recent IMF Spring conference, US economic exceptionalism, progress among distressed EM sovereigns and what it means for investors.
The European equities equation: quality, growth, diversification
Mark Nichols and Mark Heslop discuss high-quality, cash-generative, growth companies in Europe and why these stocks offer diversification potential for global investors.
Finding the silver lining: The reasons behind a strategic allocation to silver in a Gold & Silver fund
Ned Naylor-Leyland and Daniel March explain the benefits behind having an allocation to silver and how this can affect fund performance
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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US Exceptionalism and EM Opportunities in Sovereign Bonds
US Exceptionalism and EM Opportunities in Sovereign Bonds
Vikram Aggarwal discusses the recent IMF Spring conference, US economic exceptionalism, progress among distressed EM sovereigns and what it means for investors.
Tempo di lettura -4 min.
23.05.2024
The European equities equation: quality, growth, diversification
The European equities equation: quality, growth, diversification
Mark Nichols and Mark Heslop discuss high-quality, cash-generative, growth companies in Europe and why these stocks offer diversification potential for global investors.
Tempo di lettura -4 min.
22.05.2024
Finding the silver lining: The reasons behind a strategic allocation to silver in a Gold & Silver fund
Finding the silver lining: The reasons behind a strategic allocation to silver in a Gold & Silver fund
Ned Naylor-Leyland and Daniel March explain the benefits behind having an allocation to silver and how this can affect fund performance
21.05.2024
A barbell approach to leisure sector credit
A barbell approach to leisure sector credit
Andrew Rubins, investment analyst, examines the investment opportunities available in travel and leisure sector credit after the turbulence during the Covid pandemic.
Tempo di lettura -5 min.
17.05.2024
Tackling the inflation challenge
Tackling the inflation challenge
Listen to the latest webcast from Ariel Bezalel and Harry Richards as they outline their outlook for the global economy and fixed income markets.
16.05.2024
Obbligazioni: tagli dei tassi in arrivo?
Obbligazioni: tagli dei tassi in arrivo?
Mark Nash, Huw Davies e James Novotny analizzano le prospettive del mercato dei titoli di Stato in un momento in cui tassi reali relativamente bassi e condizioni finanziarie favorevoli sostengono la crescita e l'inflazione.
08.05.2024
L’high yield sta per prezzare un atterraggio morbido?
L’high yield sta per prezzare un atterraggio morbido?
Adam Darling prevede una certa volatilità nel mercato high yield, quando le società si troveranno ad affrontare la fase di rifinanziamento nei prossimi mesi.
08.05.2024
Picks, Shovels and European Smaller Companies Investing
Picks, Shovels and European Smaller Companies Investing
Phil Macartney and Mark Heslop find a rich vein of opportunity in European smaller companies and discuss why it makes sense to supply picks and shovels in a gold rush.
Tempo di lettura -7 min.
03.05.2024
No free lunch: esiste una scienza del mercato azionario?
No free lunch: esiste una scienza del mercato azionario?
I sistemi complessi e l'econofisica sono campi di ricerca affascinanti e in continua crescita, che col tempo potrebbero portare a nuovi parametri da incorporare nel nostro modello di investimento", affermano Amadeo Alentorn, Lead Investment Manager, e Matus Mrazik, Investment Manager, che supervisionano il programma di ricerca accademica a supporto della strategia Jupiter Merian Global Equity Absolute Return.
Tempo di lettura -3 min.
01.05.2024
The case for emerging markets in 2024
The case for emerging markets in 2024
Our experts discuss the landscape for emerging market investing, including whether China is still investable, the growth potential of India, and an outlook for the future.
01.05.2024
Talking Factsheet: sovereign debt strategy
Talking Factsheet: sovereign debt strategy
Vikram Aggarwal gives an overview of Jupiter’s sovereign debt strategy, how the investment process works, and how the team seek to generate alpha.
01.05.2024
Thematic investing: a systematic approach
Thematic investing: a systematic approach
Amadeo Alentorn, lead investment manager, systematic equities, is interviewed about his team’s approach to investing in long-term megatrends.
01.05.2024
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