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.
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.
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.
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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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: is a science of the stock market possible?
No free lunch: is a science of the stock market possible?
Complex systems and econophysics are intriguing and expanding fields of research that in time may lead to new signals to be incorporated in our investment model, say Amadeo Alentorn, Lead Investment Manager, and Matus Mrazik, Investment Manager, overseeing the academic research programme, Jupiter Merian Global Equity Absolute Return strategy.
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
Talking Factsheet: European Equities strategy
Talking Factsheet: European Equities strategy
Mark Heslop and Mark Nichols give an overview of Jupiter’s European equities strategy, how the investment process works, and how the team seek to generate alpha.
01.05.2024
Talking Factsheet – Jupiter Dynamic Bond fund
Talking Factsheet – Jupiter Dynamic Bond fund
Ariel Bezalel and Harry Richards give an overview of Jupiter’s unconstrained bond strategy, how the investment process works, and how the team seek to generate alpha.
01.05.2024
Talking Factsheet: European smaller companies strategy
Talking Factsheet: European smaller companies strategy
Mark Heslop and Phil Macartney give an overview of Jupiter’s European smaller companies strategy, how the investment process works, and how the team seek to generate alpha.
01.05.2024
Quel che luccica… comprendere le forze strutturali dietro il rally dell'oro
Quel che luccica… comprendere le forze strutturali dietro il rally dell'oro
Ned Naylor-Leyland e Daniel March analizzano i fattori strutturali alla base della recente impennata del prezzo dell'oro e i fattori che potrebbero spingerlo ancora più in alto.
30.04.2024
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