Thematic investing: a systematic approach
Amadeo Alentorn, lead investment manager, systematic equities, is interviewed about his team’s approach to investing in long-term megatrends.
Talking Factsheet: unconstrained bond strategy
Ariel Bezalel and Harry Richards give an overview of Jupiter’s unconstrained bond strategy, how the investment process works, and how the team seek to generate alpha.
Are positive rates good news for Japanese equities?
Dan Carter and Mitesh Patel assess the Bank of Japan’s decision to hike interest rates. Why was the reaction so muted, and is it good or bad news for investors?
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Thematic investing: a systematic approach
Thematic investing: a systematic approach
Amadeo Alentorn, lead investment manager, systematic equities, is interviewed about his team’s approach to investing in long-term megatrends.
22.04.2024
Talking Factsheet: unconstrained bond strategy
Talking Factsheet: unconstrained bond strategy
Ariel Bezalel and Harry Richards give an overview of Jupiter’s unconstrained bond strategy, how the investment process works, and how the team seek to generate alpha.
22.04.2024
Are positive rates good news for Japanese equities?
Are positive rates good news for Japanese equities?
Dan Carter and Mitesh Patel assess the Bank of Japan’s decision to hike interest rates. Why was the reaction so muted, and is it good or bad news for investors?
Read time - 9 min.
17.04.2024
RSMR: Jupiter Strategic Bond Fund
RSMR: Jupiter Strategic Bond Fund
Find out why RSMR rates the Jupiter Strategic Bond Fund. Watch this independently rated video.
17.04.2024
Merlin Weekly Macro: US inflation moves stubbornly sideways
Merlin Weekly Macro: US inflation moves stubbornly sideways
The Jupiter Merlin team assess the likelihood of the Federal Reserve cutting interest rates this year given that economic data continues to raise eyebrows.
Read time - 7 min.
12.04.2024
Remoteness: Accessing the best of emerging markets
Remoteness: Accessing the best of emerging markets
Jason Pidcock and Sam Konrad discuss the theme of “remoteness” and highlight where they’re finding the most attractive emerging market opportunities in Asia Pacific.
Read time - 6 min.
10.04.2024
Investing in an age of data overload
Investing in an age of data overload
Amadeo Alentorn, lead investment manager, systematic equities, discusses how to make investment decisions in a world increasingly driven by large amounts of data.
Read time - 10 min.
08.04.2024
Merlin Weekly Macro: A threat to the rules-based order
Merlin Weekly Macro: A threat to the rules-based order
The Jupiter Merlin team assess the existential threats faced by Ukraine and Israel, and the challenges posed by nations who wilfully defy the rules-based order.
Read time - 16 min.
05.04.2024
Global government bonds: opportunities & diversification in emerging markets
Global government bonds: opportunities & diversification in emerging markets
Vikram Aggarwal on the outlook for sovereign bonds as inflation eases, the growth of emerging market local-currency bonds and current idiosyncratic opportunities.
Read time - 4 min.
04.04.2024
Merlin Weekly Macro: Interpreting the Fed’s policy signals
Merlin Weekly Macro: Interpreting the Fed’s policy signals
The Jupiter Merlin team attempt to decipher the Federal Reserve’s recent comments, which reveal much about the quandary in which the US finds itself.
Read time - 12 min.
28.03.2024
Webcast: Easing into 2024?
Webcast: Easing into 2024?
Rate cuts this year? Inflation under control? Mark Nash, Huw Davies and James Novotny discuss the macro in this webcast.
28.03.2024
Jupiter Merlin Webcast: Is inflation getting back in sync?
Jupiter Merlin Webcast: Is inflation getting back in sync?
Jupiter Merlin Webcast: As inflation rates in most major economies start to converge, will central banks release their grip on interest rates?
27.03.2024
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