Notes from the Investment Floor: The rise of India’s domestic investor

Flag of India with increased market share graph

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.

A change in fortune for bond markets?

A stop sign with the word 'Bonds' on it against a backdrop of stacks of coins and chart

Optimism around fixed income was rare in 2022, but there are reasons to believe 2023 may see a change in fortune for bond markets, say Ariel Bezalel and Harry Richards.

Reasons to be positive about emerging markets debt

A busy walking street in Shanghai at night

Alejandro Arevalo and Reza Karim explain why they believe emerging markets debt is poised to benefit from China’s reopening and improving fundamentals.

Notes from the Investment Floor: A premium on sustainable assets?

Wind turbines and solar panels

Rhys Petheram, Investment Manager, Environmental Solutions, discusses trends around the pricing of green assets.

Notes from the Investment Floor: 3 key topics for investors in Japan

A Japanese flag in a busy street 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.

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.

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.

ESG in fixed income – why do it?

Green building

Anna Karim underscores the importance of engaging with companies to raise their awareness about climate change and how that can give a fillip to their businesses.

Notes from the Investment Floor: Yield is back for bonds

White piggy bank with a small man in front of it

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?

Engagement summary: NatWest Q3 2022

London buildings

Anna Karim describes our recent engagement with NatWest, in which we discussed their progress against a variety of sustainability metrics.