India: Interestingly poised
Avinash Vazirani and Colin Croft provide a comprehensive account of the prospects for various sectors after a recent visit to India.
Emerging market CoCos: Keep calm
Alejandro Arevalo and Reza Karim discuss how the Credit Suisse rescue deal has impacted emerging markets, and why this volatility presents exciting opportunities for EM investors.
US and EU ‘IRA’: made in China?
The EU’s efforts to catch up with the US’s massive move to support strategic green industries, jobs and clean technology signal a new era, writes Jupiter’s Environmental Solutions team.
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India: Interestingly poised
India: Interestingly poised
Avinash Vazirani and Colin Croft provide a comprehensive account of the prospects for various sectors after a recent visit to India.
Read time - 7 min.
31.03.2023
Emerging market CoCos: Keep calm
Emerging market CoCos: Keep calm
Alejandro Arevalo and Reza Karim discuss how the Credit Suisse rescue deal has impacted emerging markets, and why this volatility presents exciting opportunities for EM investors.
Read time - 6 min.
30.03.2023
US and EU ‘IRA’: made in China?
US and EU ‘IRA’: made in China?
The EU’s efforts to catch up with the US’s massive move to support strategic green industries, jobs and clean technology signal a new era, writes Jupiter’s Environmental Solutions team.
Read time - 8 min.
30.03.2023
Outlook 2023: Environmental solutions are crossing a watershed
Outlook 2023: Environmental solutions are crossing a watershed
As financial markets struggle for direction, Jon Wallace and Noelle Guo discuss the unavoidable trends shaping the future.
Read time - 7 min.
29.03.2023
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
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.
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
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