Notes from the Investment Floor: The rise of India’s domestic investor
Avinash Vazirani discusses the role that domestic investors play in the Indian stock market, and looks at some of the tailwinds helping drive India’s economic growth.
Webcast: why an alternative approach to global equities makes sense in 2023
Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, and John Morrison, Director – London, UK, answer audience questions on the Jupiter Merian Global Equity Absolute Return (GEAR) Fund.
A change in fortune for bond markets?
Optimism around fixed income was rare in 2022, but there are reasons to believe 2023 may see a change in fortune for bond markets, say Ariel Bezalel and Harry Richards.
Filter content
Reset all
Topic
Asset class
Content type
Author
Notes from the Investment Floor: The rise of India’s domestic investor
Notes from the Investment Floor: The rise of India’s domestic investor
Avinash Vazirani discusses the role that domestic investors play in the Indian stock market, and looks at some of the tailwinds helping drive India’s economic growth.
Read time - 4 min.
30.01.2023
Webcast: why an alternative approach to global equities makes sense in 2023
Webcast: why an alternative approach to global equities makes sense in 2023
Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, and John Morrison, Director – London, UK, answer audience questions on the Jupiter Merian Global Equity Absolute Return (GEAR) Fund.
24.01.2023
A change in fortune for bond markets?
A change in fortune for bond markets?
Optimism around fixed income was rare in 2022, but there are reasons to believe 2023 may see a change in fortune for bond markets, say Ariel Bezalel and Harry Richards.
Read time - 5 min.
23.01.2023
Reasons to be positive about emerging markets debt
Reasons to be positive about emerging markets debt
Alejandro Arevalo and Reza Karim explain why they believe emerging markets debt is poised to benefit from China’s reopening and improving fundamentals.
Read time - 5 min.
20.01.2023
Jupiter Value Equities Team: 2022 Stewardship Report - UK Value
Jupiter Value Equities Team: 2022 Stewardship Report - UK Value
The Value Equities team provide an insight into the companies they have engaged with in 2022 as part of their annual stewardship report.
Read time - 8 min.
17.01.2023
Jupiter Value Equities Team: 2022 Stewardship Report - Global Value
Jupiter Value Equities Team: 2022 Stewardship Report - Global Value
In their second annual stewardship report, the Global Value Equities team provide an insight into how they have engaged with the companies in which they invest.
Read time - 8 min.
17.01.2023
Notes from the Investment Floor: Yield is back for bonds
Notes from the Investment Floor: Yield is back for bonds
Vikram Aggarwal sets the scene for bond markets in 2023, as yield finally returns to the asset class. Could market fears transfer from duration to credit quality in 2023?
Read time - 4 min.
12.01.2023
Outlook 2023: Time to think like a central banker about Gold
Outlook 2023: Time to think like a central banker about Gold
After a volatile year for markets and an increasing lack of trust in both sovereigns and institutions, Ned Naylor-Leyland explains why it’s time to think differently about Gold.
Read time - 4 min.
13.12.2022
Outlook 2023: Shunning predictions to focus on sustainable trends
Outlook 2023: Shunning predictions to focus on sustainable trends
The team at NZS Capital explain why they don’t make macro forecasts or try to predict when market focus will shift, but instead look for sustainable investable trends.
Read time - 5 min.
12.12.2022
Engagement summary: NatWest Q3 2022
Engagement summary: NatWest Q3 2022
Anna Karim describes our recent engagement with NatWest, in which we discussed their progress against a variety of sustainability metrics.
Read time - 7 min.
12.12.2022
Outlook 2023: Europe, is it dawn yet?
Outlook 2023: Europe, is it dawn yet?
Mark Nichols and Mark Heslop discuss why they are staying positive, and the subtle difference between investing in European companies and investing in Europe.
Read time - 5 min.
09.12.2022
Outlook 2023: Recession, but that needn’t be bad for bonds
Outlook 2023: Recession, but that needn’t be bad for bonds
Adam Darling looks ahead to the prospect of bad economic news in 2023, but explains why he hasn’t been this optimistic about bond markets for years.
Read time - 5 min.
08.12.2022
Load more
Subscribe to Jupiter’s newsletter