Fixed Income: The spotlight is on government bonds
Ariel Bezalel and Harry Richards examine the prospects for the US economy and the outlook for interest rates following the first rate cut in the current cycle.
India: Are the growth drivers intact?
Avinash Vazirani and Colin Croft take stock of the Indian economy and what that holds for the country’s stocks.
What’s in store as the rate cycle turns?
Ariel Bezalel and Harry Richards assess the factors that helped tame inflation and analyse the prospects for the global economy in the months ahead.
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Fixed Income: The spotlight is on government bonds
Fixed Income: The spotlight is on government bonds
Ariel Bezalel and Harry Richards examine the prospects for the US economy and the outlook for interest rates following the first rate cut in the current cycle.
Read time - 5 min.
01.10.2024
India: Are the growth drivers intact?
India: Are the growth drivers intact?
Avinash Vazirani and Colin Croft take stock of the Indian economy and what that holds for the country’s stocks.
Read time - 4 min.
23.09.2024
What’s in store as the rate cycle turns?
What’s in store as the rate cycle turns?
Ariel Bezalel and Harry Richards assess the factors that helped tame inflation and analyse the prospects for the global economy in the months ahead.
Read time - 5 min.
10.09.2024
Bonds: Is the inflation genie back in the bottle?
Bonds: Is the inflation genie back in the bottle?
Mark Nash, Huw Davies and James Novotny expect continued fiscal spending to underpin inflation in the months ahead, which will keep central banks on their toes.
Read time - 5 min.
04.09.2024
Seeking a safe port in a storm
Seeking a safe port in a storm
Recent volatility should remind us of the importance of seeking shelter from market storms, says Amadeo Alentorn, lead investment manager, Jupiter systematic equities.
Read time - 3 min.
04.09.2024
Jupiter Japan Income – a core approach to Japanese equities
Jupiter Japan Income – a core approach to Japanese equities
Dan Carter and Mitesh Patel examine the recent performance trends in Japanese equities, how it effects their strategy, and what the future may hold.
Read time - 6 min.
09.08.2024
The Hitachi blueprint: corporate restructuring in Japan
The Hitachi blueprint: corporate restructuring in Japan
Dan Carter and Mitesh Patel examine some corporate restructuring stories in Japan, where much progress has already been made but the market is hungry for more.
Read time - 9 min.
25.07.2024
Higher rates begin to bite
Higher rates begin to bite
Ariel Bezalel and Harry Richards discuss how the US economy is finally feeling the impact of higher rates and where they see value across the fixed income spectrum.
Read time - 5 min.
23.07.2024
The dollar and its rivals
The dollar and its rivals
Here’s a look at what some of our fund managers think about whether the US dollar’s hegemony could be challenged anytime soon.
15.07.2024
Buybacks, inflation and making the case for UK equities
Buybacks, inflation and making the case for UK equities
Chris Morrison and Adrian Gosden say inflation trends, the pace of share buybacks and this month’s election are providing a supportive backdrop for UK equities.
Read time - 3 min.
12.07.2024
UK general election: our experts react
UK general election: our experts react
We asked some of our experts for their immediate reaction to the UK general election, to give an investment perspective on what the future may hold for the market.
Read time - 6 min.
05.07.2024
Webcast: A creative approach to credit investing
Webcast: A creative approach to credit investing
In this macro environment it helps if fixed income investors can adapt fast, with strategies that can flex as the facts change. Hilary Blandy discusses how distinctive product design helps make the Jupiter Monthly Income Bond Fund a corporate credit strategy that's probably unlike anything you currently hold.
05.07.2024
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