In this edition of Active Minds, Rhys Petheram and Charles Sunnucks look at the market’s reaction to the coronavirus so far, and why any assumption of a V-shaped economic recovery once the crisis abates may be premature. Meanwhile, Greg Herbert looks at the defensive nature of the rally in European equities, Robert Siddles assesses the bright future for the US’s dynamic, lightly regulated economy, while Steve Davies comments on some positive macro data in the UK.
What's behind the rally in the gold price?
Dermot Murphy looks back on another tough year for Value investors. But could things be approaching a turning point? Dermot examines the extreme level of valuation spread in the market and the low valuations now on offer, which make Jupiter’s Value Equities team more positive on the outlook for Value than they have been for some time.
In this edition of Active Minds, James Moir looks at the reversal of some post-election gains in the UK market and asks whether investors are overly focused on backward-looking data. Paul Pulickal looks at whether financial credit is likely to continue its strong run into 2020, Colin Croft reports on positive progress being made in Brazil, while Antoine Hucher looks at three trends that are set to shake up the European payments sector.
Ned Naylor-Leyland discusses the market for gold and silver and mining stocks and why many investors may be looking to increase their allocations.
Rhys Petheram, Fund Manager, Multi-Asset discusses the latest proposals for EU Ecolabels on green bond and equity funds.
Alex Savvides, Stephanie Geary and Siddharth Sukumar provide extended commentary about the market and their UK Dynamic Equity strategy during the quarter.
Beef and poultry prices have soared this year following the unprecedented African swine flu epidemic in China.Ariel Bezalel, Head of Strategy, Fixed Income, explains how the huge pork supply loss from China that has resulted is likely to reshape the global protein market for years to come.
Jason Pidcock and Sam Konrad discuss the impact of US tariffs, why they avoid investing in China and why they believe Asia remains an important market for equity income
Risk and uncertainty are challenging, even multi-dimensional, phenomena in investment. While investors crave simple risk ‘metrics’ or statistics with which to know the risks associated with an investment or a fund, James Clunie, Head of Strategy, Absolute Return, explains that risk management involves art, not just science.
The Jupiter Merlin team takes stock of Trump’s tariff tirade and geopolitical moves as he completes three months in office.
Ariel Bezalel, Head of Strategy, Fixed Income, has been positioning his strategy for the end of the economic cycle for some time. He explains why he is sceptical that US rate cuts can drive a sustainable rally, and why allocating to high-quality, liquid assets is more important than ever based on a number of recession warning signs.
US President Donald Trump’s tariff blitz has rattled global markets, prompting investors to rush to haven assets. Some of our fixed income experts take a look at what the ensuing uncertainty means for the real economy as well as the sovereign and corporate bond markets.
Hair-raising headlines are par for the course in emerging Europe – but that doesn’t mean that it’s not possible to generate strong returns investing in the region. Colin Croft, fund manager of the Jupiter Emerging European Opportunities Fund, looks back over some of the highlights from the past five years since he took over the fund’s management, and discusses why even crises can present attractive investment opportunities for investors in emerging Europe.
Ned Naylor-Leyland discusses recent gains for gold and silver, and why he expects to see more momentum in the market for precious metals.
In a never-ending quest to find an ‘edge’ over their peers, alternative data may prove the holy grail for some fund managers, says Magnus Spence, Head of Investments, Alternatives.
The Jupiter Merlin team look at the struggles of the UK’ Labour government to instil economic confidence.
James Clunie explains why over the past five years to year-end 2018, the Jupiter’s Absolute Return strategy has been a worthwhile portfolio diversifier: it has generated a positive return, with negative correlation to the MSCI World Index, and has often performed well during periods of heightened equity market volatility.
Alex Savvides, Stephanie Geary and Siddharth Sukumar say their UK equity strategy aims to generate returns from transforming companies - and sweating the details.
Despite the breadth of investment styles found in the absolute return sector, a negative correlation to equities is still relatively rare. James Clunie, Head of Strategy, Absolute Return, considers why this might be so, and writes about how managing a strategy that is different requires resilience and has potential value for investors.