Positioning bond investments for steep rate cuts
Ariel Bezalel and Harry Richards say that the state of the global economy calls for a sharp decline in interest rates in the coming months, which could potentially benefit government bonds.
A portfolio for all seasons
Investment managers Jason Pidcock and Sam Konrad explain why they think the Jupiter Asian Equity Income strategy is well positioned for lower interest rates.
Webcast: Whats next for financial markets?
Are we going back to the benign environment that persisted for a decade before Covid?
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Positioning bond investments for steep rate cuts
Positioning bond investments for steep rate cuts
Ariel Bezalel and Harry Richards say that the state of the global economy calls for a sharp decline in interest rates in the coming months, which could potentially benefit government bonds.
Read time - 5 min.
24.10.2024
A portfolio for all seasons
A portfolio for all seasons
Investment managers Jason Pidcock and Sam Konrad explain why they think the Jupiter Asian Equity Income strategy is well positioned for lower interest rates.
Read time - 5 min.
18.10.2024
Webcast: Whats next for financial markets?
Webcast: Whats next for financial markets?
Are we going back to the benign environment that persisted for a decade before Covid?
15.10.2024
Staying Patient in Global High Yield Credit
Staying Patient in Global High Yield Credit
Fund manager Adam Darling says high yield credit has had a good run so far this year, but that investors should continue to watch the economic data closely for any threats to the prevailing soft landing narrative.
Read time - 5 min.
13.10.2024
The silver slingshot: reaping the potential benefits of a strategic allocation to silver
The silver slingshot: reaping the potential benefits of a strategic allocation to silver
Ned Naylor-Leyland examines the potential benefits behind allocating to silver and explains why he believes silver is poised to break out and what this could mean for investors.
Read time - 3 min.
08.10.2024
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 next for gold after recent price breakout?
What next for gold after recent price breakout?
Ned Naylor-Leyland examines the driving forces behind gold’s recent price breakout, explains why this hasn’t led to increased investor flows into gold funds, and highlights the unique opportunity this presents.
Read time - 3 min.
19.09.2024
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
Asia Pacific equities: A “quality income” approach
Asia Pacific equities: A “quality income” approach
Investment managers Jason Pidcock and Sam Konrad explain their quality income style and discuss the company characteristics they look for.
Read time - 4 min.
22.08.2024
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
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
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