Rethinking fixed income: two top bond managers debate the path ahead
With uncertainties over inflation and rates, how should investors navigate bond markets? In this video, Matthew Morgan, Head of Fixed Income, asks Ariel Bezalel and Mark Nash for their views.
Webcast: The death of the inflation cycle may be exaggerated
With labour markets in many parts of the world remaining tight, talk of disinflation could be premature. In this webcast Mark Nash, Huw Davies and James Novotny discuss the macro backdrop and the outlook for fixed income.
Bonds: A story of twists and turns
Mark Nash, Huw Davies and James Novotny believe the turbulence faced by banks may spur central banks to reverse their restrictive monetary policy stance.
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Rethinking fixed income: two top bond managers debate the path ahead
Rethinking fixed income: two top bond managers debate the path ahead
With uncertainties over inflation and rates, how should investors navigate bond markets? In this video, Matthew Morgan, Head of Fixed Income, asks Ariel Bezalel and Mark Nash for their views.
24.03.2023
Webcast: The death of the inflation cycle may be exaggerated
Webcast: The death of the inflation cycle may be exaggerated
With labour markets in many parts of the world remaining tight, talk of disinflation could be premature. In this webcast Mark Nash, Huw Davies and James Novotny discuss the macro backdrop and the outlook for fixed income.
24.03.2023
Bonds: A story of twists and turns
Bonds: A story of twists and turns
Mark Nash, Huw Davies and James Novotny believe the turbulence faced by banks may spur central banks to reverse their restrictive monetary policy stance.
Read time - 7 min.
22.03.2023
What Credit Suisse may mean for contingent capital and European banks
What Credit Suisse may mean for contingent capital and European banks
Luca Evangelisti and Paridhi Garg discuss the potential impact of the Credit Suisse sale on European banks, contingent capital and financials investing.
Read time - 8 min.
21.03.2023
Is this banking crisis the same old story?
Is this banking crisis the same old story?
Since the Global Financial Crisis, regulators and policy makers have worked to avoid a repeat. Yet banks are in trouble again. Is this the same old story?
Read time - 5 min.
20.03.2023
Reflecting on reflections from Japan
Reflecting on reflections from Japan
Dan Carter considers the challenges Japanese equites face and outlines the approach he has taken to overcoming these as an investor in the asset class.
Read time - 6 min.
16.03.2023
Budget reaction: A glass half full Budget for the optimists
Budget reaction: A glass half full Budget for the optimists
Richard Buxton assesses Jeremy Hunt’s first full budget, in which the Chancellor sought to incentivise companies to invest in and encourage re-participation in the workforce.
Read time - 4 min.
15.03.2023
Why should companies care about diversity…and why we do
Why should companies care about diversity…and why we do
Anna Karim underscores the importance of diversity within the workforce and examines the various positive effects a diverse workforce creates for companies and their shareholders.
Read time - 7 min.
13.03.2023
Calm before a golden M&A storm?
Calm before a golden M&A storm?
Ned Naylor-Leyland discusses the recent uptick in merger and acquisition activity among gold miners and whether the trend has further to go.
Read time - 3 min.
08.03.2023
GEAR: enhancing our investment process
GEAR: enhancing our investment process
In recent years, we have introduced enhancements to our investment process, designed to increase diversification, use new sources of data, and allow greater flexibility, writes Amadeo Alentorn, lead investment manager, Jupiter systematic equities.
Read time - 10 min.
06.03.2023
Notes from the Investment Floor: European companies are upbeat on 2023
Notes from the Investment Floor: European companies are upbeat on 2023
Mark Nichols says European companies are reporting positive trends on demand, pricing and the impact of China’s reopening.
Read time - 4 min.
03.03.2023
Notes from the Investment Floor: The mood music is starting to lift
Notes from the Investment Floor: The mood music is starting to lift
Jon Wallace looks at the impact that a moderation in inflation, and structurally higher energy prices, are having on environmental solutions businesses.
Read time - 2 min.
02.03.2023
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