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.
![Mark Nash Jupiter Head of Fixed Income Alternatives](https://www.jupiteram.com/uploads/2021/01/7132e84b1986d0b786f092e628036afa/mark_nash_350x350.jpg)
![James Novotny](https://www.jupiteram.com/uploads/2021/01/98637b6cad669de2c6b76707383a7ed1/james_novotny_350x350.jpg?v=1640781381)
![Huw Davies](https://www.jupiteram.com/uploads/2021/01/20862dd0e59f4f5e7ad61dd4d3b99ffe/huw_davies_350x350.jpg?v=1640781297)
Jupiter Strategic Absolute Return Bond Fund
A strategy that uses dynamic and speedy asset allocation to target risk-adjusted returns and small drawdowns.
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A key feature of Jupiter’s investment approach is that we eschew the adoption of a house view, instead preferring to allow our specialist fund managers to formulate their own opinions on their asset class. As a result, it should be noted that any views expressed – including on matters relating to environmental, social and governance considerations – are those of the author(s), and may differ from views held by other Jupiter investment professionals.
Latest Insights
Bonds: Are rate cuts coming?
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Outlook 2024: Better news for bonds but stay cautious
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Read time - 4 min.
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Higher Inflation and the dilemma for central banks
Higher Inflation and the dilemma for central banks
Mark Nash discusses the difficult choices facing central banks as inflation lingers and what it might mean for absolute return bond strategies.
Read time - 7 min.
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