Huw Davies returns to Money Maps to explain the surprising pivot point in inflation that is historically associated with a shift in bond/equity correlations.
The value of active minds: independent thinking
A key feature of Jupiter’s investment approach is that we eschew the adoption of a house view, instead preferring to allow our specialist fund managers to formulate their own opinions on their asset class. As a result, it should be noted that any views expressed – including on matters relating to environmental, social and governance considerations – are those of the author(s), and may differ from views held by other Jupiter investment professionals.
Marketing Communication
This document is intended for investment professionals and is not for the use or benefit of other persons, including retail investors.
It is information only and is not investment advice.
The views expressed are those of the author(s) at the time of preparation, are not necessarily those of Jupiter as a whole and may be subject to change.
Past performance does not predict future returns.
The value of investments and income may go down as well as up and investors may not get back amounts originally invested. Exchange rate changes may cause the value of investments to fall as well as rise.
“BLOOMBERG®” and the Bloomberg indices listed herein (the “Indices”) are service marks of Bloomberg Finance L.P. and its affiliates, including Bloomberg Index Services Limited (“BISL”), the administrator of the Indices (collectively, “Bloomberg”) and have been licensed for use for certain purposes by the distributor hereof (the “Licensee”). Bloomberg is not affiliated with Licensee, and Bloomberg does not approve, endorse, review, or recommend the financial products named herein (the “Products”).
Bloomberg does not guarantee the timeliness, accuracy, or completeness of any data or information relating to the Products
Issued in the US by Jupiter Asset Management Limited, a registered investment adviser with the US Securities and Exchange Commission ("SEC"). Registration with the SEC does not imply any level of skill or training.
Issued in Singapore by Jupiter Asset Management (Asia) Private Limited. Jupiter Asset Management (Asia) Private Limited (UEN 200916081Z) is a holder of Capital Markets Services (CMS) Licence issued by the Monetary Authority of Singapore (“MAS”) under the Securities and Futures Act 2001 of Singapore (“SFA”) (CMS License 101788). This advertisement has not been reviewed by the Monetary Authority of Singapore.
This material is issued by Jupiter Asset Management (Hong Kong) Limited and has not been reviewed by the Securities and Futures Commission (“SFC”).