No free lunch: is a science of the stock market possible?
Complex systems and econophysics are intriguing and expanding fields of research that in time may lead to new signals to be incorporated in our investment model, say Amadeo Alentorn, Lead Investment Manager, and Matus Mrazik, Investment Manager, overseeing the academic research programme, Jupiter Merian Global Equity Absolute Return strategy.
Modi’s re-election augurs well for reforms
Avinash Vazirani and Colin Croft say India offers a compelling choice for long-term investments as Modi stays as the prime minister for another five-year term.
The importance of diversification
Jason Pidcock and Sam Konrad explain why they think their Asian Equity Income strategy is well positioned for a range of scenarios, given its diversified exposure.
Keep clipping the coupon, but be selective
Alejandro Arevalo argues that EMD is less overvalued than many areas, and has the breadth to offer attractive opportunities if you know where to look – and what to avoid.
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No free lunch: is a science of the stock market possible?
No free lunch: is a science of the stock market possible?
Complex systems and econophysics are intriguing and expanding fields of research that in time may lead to new signals to be incorporated in our investment model, say Amadeo Alentorn, Lead Investment Manager, and Matus Mrazik, Investment Manager, overseeing the academic research programme, Jupiter Merian Global Equity Absolute Return strategy.
Read time- 3 min.
Modi’s re-election augurs well for reforms
Modi’s re-election augurs well for reforms
Avinash Vazirani and Colin Croft say India offers a compelling choice for long-term investments as Modi stays as the prime minister for another five-year term.
Read time- 7 min.
The importance of diversification
The importance of diversification
Jason Pidcock and Sam Konrad explain why they think their Asian Equity Income strategy is well positioned for a range of scenarios, given its diversified exposure.
Read time- 5 min.
Talking Factsheet: India strategy
Talking Factsheet: India strategy
Leighton Riley gives an overview of Jupiter’s India strategy, how the investment process works, and how the team seek to generate alpha.
US Exceptionalism and EM Opportunities in Sovereign Bonds
US Exceptionalism and EM Opportunities in Sovereign Bonds
Vikram Aggarwal discusses the recent IMF Spring conference, US economic exceptionalism, progress among distressed EM sovereigns and what it means for investors.
Read time- 4 min.
The European equities equation: quality, growth, diversification
The European equities equation: quality, growth, diversification
Mark Nichols and Mark Heslop discuss high-quality, cash-generative, growth companies in Europe and why these stocks offer diversification potential for global investors.
Read time- 4 min.
Finding the silver lining: The reasons behind a strategic allocation to silver in a Gold & Silver fund
Finding the silver lining: The reasons behind a strategic allocation to silver in a Gold & Silver fund
Ned Naylor-Leyland and Daniel March explain the benefits behind having an allocation to silver and how this can affect fund performance
A barbell approach to leisure sector credit
A barbell approach to leisure sector credit
Andrew Rubins, investment analyst, examines the investment opportunities available in travel and leisure sector credit after the turbulence during the Covid pandemic.
Read time- 5 min.
Picks, Shovels and European Smaller Companies Investing
Picks, Shovels and European Smaller Companies Investing
Phil Macartney and Mark Heslop find a rich vein of opportunity in European smaller companies and discuss why it makes sense to supply picks and shovels in a gold rush.
Read time- 7 min.
The case for emerging markets in 2024
The case for emerging markets in 2024
Our experts discuss the landscape for emerging market investing, including whether China is still investable, the growth potential of India, and an outlook for the future.
Talking Factsheet: sovereign debt strategy
Talking Factsheet: sovereign debt strategy
Vikram Aggarwal gives an overview of Jupiter’s sovereign debt strategy, how the investment process works, and how the team seek to generate alpha.
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.
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