Global markets have faced a rough ride this year. How do investors navigate this choppy and uncertain environment? Ariel Bezalel and Harry Richards show how their strategy’s well-considered approach has historically delivered through some rough patches over the years.
Jason Pidcock gives an overview of Jupiter’s Asian equity income strategy, how the investment process works, and how the team seek to generate alpha.
The Jupiter Merlin team look at a turbulent week for the UK economy. As the blame game gets underway, the team discuss the consequences of bingeing on debt.
Harry Richards gives an overview of Jupiter’s sterling corporate bond strategy, how the investment process works, and how the team seek to generate alpha.
Ariel Bezalel and Harry Richards argue that the Fed’s misguided focus on inflation will cause a deep recession – and offers compelling opportunities for fixed income investors.
Ariel Bezalel gives an overview of Jupiter’s Strategic Bond Fund, how the investment process works, and how the team seek to generate alpha.
Jason Pidcock, manager of the Jupiter Asian Income Fund, explains why he’s sold out of his last remaining positions in mainland China.
Ned Naylor-Leyland gives an overview of Jupiter’s gold & silver strategy, how the investment process works, and how the team seek to generate alpha.
The Jupiter Merlin team considers recent inflation data and suggests that it will be our energy supplies this winter that determine the duration of higher prices.
The Jupiter Merlin team consider the rich yields available in the gilt market and why improving an ailing NHS should be made a national priority.
Matus Mrazik of the Jupiter Systematic Equities team explains how their ‘glass box’ investment approach uses computer help in what is ultimately a human process.
Joe Lunn describes the Gold & Silver team’s engagement with De Grey Mining and the importance of mining companies operating with sensitivity towards local communities.
In the second half of 2023, Ariel Bezalel and Harry Richards (Investment Managers) expect central banks to become more worried about growth than inflation.
Jason Pidcock explains why investing in Asia doesn’t have to mean China, and discusses where he believes many of the most attractive Asia Pacific opportunities can be found.
Ariel Bezalel, investment manager for fixed income, explains how inflation is easing, a recession looks likely and what this means for fixed income investors.
Adam Darling and Harry Richards say investors have a once in a generation opportunity to lock in high yields in the investment grade corporate bond market.
Ned Naylor-Leyland, Investment Manager for Gold & Silver, assesses the prospects for the unloved shares of gold & silver miners and a possible shift in Fed policy.
The Jupiter Merlin team discuss the state of China’s economy. China’s confidence abroad contrasts with its struggles at home, as growth falters and deflation arrives.
Ned Naylor-Leyland explains how a shift in central bank policy could trigger a change in market sentiment that sends gold and silver prices to record highs.
Debt, and how to manage it, is a subject which polarises opinion and manifests itself in volatile market behaviour. How should investors react?