Crunch time

Business risk insurance, stock market concept,

Ariel Bezalel and Harry Richards say concerns over financial stability risks and lower growth may eventually force central banks to pivot, which must augur well for long-term investors.

Notes from the Investment Floor: Gilts gyrate, refinancing costs rise

Stormy evening clouds over the financial towers of the City of London, as seen from across the river Thames.

Andrew Rubins, Investment Manager, Fixed Income, discusses the recent volatility in UK bond market and how the rising cost of refinancing bonds will impact companies.

Alternatives come to the fore

A globe surrounded by abstract circular lines and circular arrows

Three alternatives fund managers reflect on markets in 2022 and on the importance of diversification.

India nipping at China’s heels

Made in India written on a boat

China’s dominance as the world’s manufacturing hub of choice may be coming to an end as political and economic changes shift the balance to India, says Nick Payne.

Jupiter Fixed Income Engagement Review – September 2022

In 2022, the Jupiter Fixed Income team have engaged with over 40 companies within their portfolios on ESG issues.

Macro Monitor: Governments put their bond markets in the firing line

People pulling money down tied to an inflation balloon

The team managing the Jupiter Strategic Absolute Return Bond strategy analyses how fiscal and monetary responses to high inflation and energy prices are shaping the global economic outlook.

Seeking income in a high inflation world

on hands searching through vintage records

Four of Jupiter’s investment experts dissect the challenges and opportunities facing investors trying to generate income in a high inflation world.

Rates, Recession and Generating Alpha in Fixed Income: Four Views

Crowded city street scene in Times Square, New York City

Ariel Bezalel, Alejandro Arevalo, Hilary Blandy and Luca Evangelisti discussed inflation, investment and the macro outlook, at Jupiter’s September conference.

Notes from the Investment Floor: The Fed came in like a wrecking ball

Wrecking ball with American flag on it

Vikram Aggarwal discusses a highly volatile environment for fixed income markets, as rapid interest rate rises upend the basis upon which the system has been built.

Notes from the Investment Floor: Japan is different and that’s good

A Japanese women in traditional outfit with an umbrella facing Fuji mountain

Dan Carter discusses recent weakness in the yen versus the dollar and considers ways that Japan is different from other major developed markets.