In this webcast, James Murray, Investment Manager, Systematic Equities, explains how equity investors address the risk of high market concentration, expensive valuations and the ongoing ‘Magnificent 7 dilemma’, all while continuing to generate alpha. He explains how a systematic approach to investing in global equities effectively addresses these concerns to provide investors with a diversified approach to global equities which blends exposure to well-established, large players with overlooked small-cap opportunities. He also explains how the team's proprietary dynamic allocation model effectively navigates changing market environments. Finally, James unveils the team’s quantitative investment process and proprietary stock selection criteria.
Il valore delle menti attive: il pensiero indipendente
Una caratteristica fondamentale dell’approccio di investimento di Jupiter è che evitiamo l’adozione di una view della casa, preferendo invece consentire ai nostri gestori specializzati di formulare le proprie opinioni sulla loro asset class. Di conseguenza, va notato che tutte le opinioni espresse, anche su questioni relative a considerazioni ambientali, sociali e di governance, sono quelle degli autori e possono differire dalle opinioni di altri professionisti degli investimenti Jupiter.
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