Notes from the Investment Floor: Searching for Europe’s best companies
Phil Macartney discusses market valuations for companies in Europe, the impact of geopolitics and how small cap investing is sometimes misunderstood.
Australia: Asia Pacific’s overlooked gem?
Jason Pidcock and Sam Konrad take a look at the attractions of Australia as an investment destination. Has it been unfairly overlooked by global investors?
US economy set to soften in second half
Huw Davies analyses the implication of the US debt ceiling deal on the markets and the economy.
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Notes from the Investment Floor: Searching for Europe’s best companies
Notes from the Investment Floor: Searching for Europe’s best companies
Phil Macartney discusses market valuations for companies in Europe, the impact of geopolitics and how small cap investing is sometimes misunderstood.
Read time - 4 min.
Australia: Asia Pacific’s overlooked gem?
Australia: Asia Pacific’s overlooked gem?
Jason Pidcock and Sam Konrad take a look at the attractions of Australia as an investment destination. Has it been unfairly overlooked by global investors?
Read time - 4 min.
US economy set to soften in second half
US economy set to soften in second half
Huw Davies analyses the implication of the US debt ceiling deal on the markets and the economy.
Read time - 2 min.
A deep deficit for silver
A deep deficit for silver
Ned Naylor-Leyland and Daniel March discuss why demand for silver is outstripping supply and what this imbalance may mean for investors in the white metal.
Read time - 3 min.
A game of probabilities
A game of probabilities
Will they be able to avert a hard landing? Will there be substantial rate cuts in the coming months?
European equities – not a market to ignore
European equities – not a market to ignore
Caroline Cantor, Mark Nichols and Mark Heslop discuss European equities’ performance, valuation and diversification properties – and share a few surprising facts.
Read time - 4 min.
Japan: good value, or just cheap?
Japan: good value, or just cheap?
Dan Carter and Mitesh Patel address the topic of share price valuations in the Japanese
market. They’re undeniably low, but are Japanese stocks good value, or just cheap?
Read time - 3 min.
Bonds: Finding value in a lopsided world
Bonds: Finding value in a lopsided world
Mark Nash, Huw Davies and James Novotny discuss the divergence in monetary policy between the US and Europe and how that’s creating opportunities in the bond markets.
Read time - 7 min.
Notes from the Investment Floor: The stage is set for emerging markets
Notes from the Investment Floor: The stage is set for emerging markets
Nick Payne reflects on the differing fortunes of developed and emerging markets, as the stage seems set for emerging markets to come to the fore once again.
Read time - 4 min.
Notes from the Investment Floor: EMD – in “wait and see” mode
Notes from the Investment Floor: EMD – in “wait and see” mode
Alejandro Arevalo explains what’s happened in emerging market debt year to date, and why it’s important to focus on differentiation when investing in the asset class.
Read time - 5 min.
Trip note: Turkey’s most important election in recent history
Trip note: Turkey’s most important election in recent history
Reza Karim discusses his recent trip to Turkey, where he met several government officials, local political experts and pollsters ahead of the upcoming election.
Read time - 6 min.
Webcast: Jupiter Merian Global Equity Absolute Return Fund
Webcast: Jupiter Merian Global Equity Absolute Return Fund
Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, answers audience questions on the Jupiter Merian Global Equity Absolute Return (GEAR) Fund.
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