Monitoring progress toward net zero in emerging markets equities
Nick Payne, investment manager, Jupiter Global Emerging Markets Focus strategy, shares how an active fund manager approaches ESG, and how companies’ progress on climate change can be assessed.
Inching closer towards rate cuts
Ariel Bezalel and Harry Richards say global growth will continue to slow in the coming months, dragging inflation further down, increasing the likelihood of rate cuts towards the end of the year.
No ‘fear of missing out’ on China
Jason Pidcock and Sam Konrad explain why they have no ‘fear of missing out’ over China, and why talk of a reopening boom might be overplayed.
Gold, diversification and central banks
Ned Naylor-Leyland discusses the diversification properties of gold, the recent price rally and why central banks have ramped up their purchases.
Macro monitor: Is the bond rally overdone?
Mark Nash analyses the global growth and inflation environment and what the evolving scenario means for the fixed income markets.
China reopening – why this could be positive for Europe
Caroline Cantor, Mark Heslop and Mark Nichols look at potential opportunities for European luxury and consumer goods companies from China’s lifting of Covid restrictions.
A change in fortune for bond markets?
Optimism around fixed income was rare in 2022, but there are reasons to believe 2023 may see a change in fortune for bond markets, say Ariel Bezalel and Harry Richards.
Reasons to be positive about emerging markets debt
Alejandro Arevalo and Reza Karim explain why they believe emerging markets debt is poised to benefit from China’s reopening and improving fundamentals.
Jupiter Value Equities Team: 2022 Stewardship Report – UK Value
The Value Equities team provide an insight into the companies they have engaged with in 2022 as part of their annual stewardship report.
Jupiter Value Equities Team: 2022 Stewardship Report – Global Value
In their second annual stewardship report, the Global Value Equities team provide an insight into how they have engaged with the companies in which they invest.