Listen to the latest webcast from Ariel Bezalel and Harry Richards, who examine the path for inflation and growth, the potential opportunities for fixed income investors, and how the portfolios are positioned heading into 2022.
All eyes are on central banks this year, after a bumpy ride for fixed income markets in 2021: rates continue to be volatile and short-term inflation remains elevated. Is there a risk that central banks tighten policy too quickly as inflation and growth start to normalise?
Dr Amadeo Alentorn and Yuangao Liu present their Q4 2021 review of the Jupiter Merian Systematic Equity funds.
The current macro environment feels like a repeat of the 1970s. All that’s missing is a disco revival … and a big rally for gold. Ned Naylor-Leyland looks at what has driven monetary metals markets so far in 2021, and what the catalysts could be for a turnaround in fortunes.
Asista al último webcast de los gestores de fondos Mark Nichols y Mark Heslop, en el que hablan de lo que significa la mejora del contexto económico para sus participaciones y su enfoque para encontrar excelentes empresas en las que invertir a largo plazo.
Asista al último webcast de Ariel Bezalel y Harry Richards, en el que examinan la trayectoria de la inflación y el crecimiento, las posibles oportunidades para los inversores en renta fija y cómo se posicionan sus carteras de cara a 2022.
Dr Amadeo Alentorn and James Murray present their quarterly review of the Jupiter Merian systematic equity funds offering an overview of strategy performance along with insights into their assessment of the current market environment and thoughts on Value investing.
Please join Dr Ian Heslop and Dr Amadeo Alentorn, co-heads of systematic equities, as they review how their strategies performed in Q2.
Alejandro Arevalo, Head of EMD, Reza Karim, Fund Manager, and Matthew Morgan, Investment Director, explain why they’re confident about the outlook for EMD and where they’re currently finding the best opportunities.
What do the Fed’s messaging and the inflation debate mean for gold and silver, and where might the next catalysts for monetary metals come from? Listen as Ned Naylor-Leyland, Head of Strategy, Gold & Silver, discusses these and other topics on his webcast.