Webcast: Jupiter Merian Global Equity Absolute Return Fund
Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, in this recorded webcast on the Jupiter Merian Global Equity Absolute Return (GEAR) Fund, provides an overview of performance and attribution, and discusses the market.
Modi’s re-election augurs well for reforms
Avinash Vazirani and Colin Croft say India offers a compelling choice for long-term investments as Modi stays as the prime minister for another five-year term.
The importance of diversification
Jason Pidcock and Sam Konrad explain why they think their Asian Equity Income strategy is well positioned for a range of scenarios, given its diversified exposure.
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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Webcast: Jupiter Merian Global Equity Absolute Return Fund
Webcast: Jupiter Merian Global Equity Absolute Return Fund
Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, in this recorded webcast on the Jupiter Merian Global Equity Absolute Return (GEAR) Fund, provides an overview of performance and attribution, and discusses the market.
06.06.2024
Modi’s re-election augurs well for reforms
Modi’s re-election augurs well for reforms
Avinash Vazirani and Colin Croft say India offers a compelling choice for long-term investments as Modi stays as the prime minister for another five-year term.
Tempo di lettura -7 min.
05.06.2024
The importance of diversification
The importance of diversification
Jason Pidcock and Sam Konrad explain why they think their Asian Equity Income strategy is well positioned for a range of scenarios, given its diversified exposure.
Tempo di lettura -5 min.
04.06.2024
Trovare il lato positivo: le ragioni di un'allocazione strategica sull'argento in un fondo come il Jupiter Gold & Silver
Trovare il lato positivo: le ragioni di un'allocazione strategica sull'argento in un fondo come il Jupiter Gold & Silver
Ned Naylor-Leyland e Daniel March spiegano i vantaggi di un'allocazione sull'argento e come questa possa influire sulla performance del fondo.
03.06.2024
Talking Factsheet: India strategy
Talking Factsheet: India strategy
Leighton Riley gives an overview of Jupiter’s India strategy, how the investment process works, and how the team seek to generate alpha.
23.05.2024
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
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
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