Unlocking opportunities in global fixed income

Listen to the latest webcast from Ariel Bezalel and Harry Richards, who discuss the path for inflation and growth, what potential pitfalls to be wary of, and how their portfolios are positioned for 2021.

Award-winning fund manager Mark Nash shares his outlook for global bonds, and discusses the importance of a flexible mandate in a low-to-negative interest environment.

Jon Wallace outlines some of the challenges ahead if the US is to meet its “borderline physically possible” clean energy targets.

In an article first published in ESG Clarity, Abbie Llewellyn-Waters assesses the state of progress on social policy and climate change.

Being prepared for the unexpected is a huge part of EMD investing. Alejandro Arevalo attempts to make sense of market moves, and explains how he aims to deliver alpha.

Fully embedding ESG factors into a corporate bond investment philosophy means considering longer term risks to issuers that the market may currently be under-pricing – or even ignoring.

Abbie Llewellyn-Waters explains why climate change and fair working practices increasingly matter to investors.

James Moir looks at the UK’s path to recovery from lockdown, while Lee Manzi discusses record-breaking issues in the convertible bond market.

India’s second wave of Covid cases is a tragic situation that may take months to fully resolve, but there is light at the end of the tunnel.

The latest event in our “Value of Active Minds” virtual events series is now available for catch-up viewing, as we start our stopwatches and give three fund managers just 8 minutes each to update you on their area of expertise.

This rapid journey through the thinking of some of Jupiter’s brightest minds will take you to Japan, through emerging markets and explore the world of global sustainable investing, all in just half an hour. Your guides are Abbie Llewellyn-Waters, Dan Carter and Nick Payne.

Investors should devote less time to making market predictions and more to thinking about a range of potential outcomes, says Brad Slingerlend of NZS.