Shariah investing: Going beyond exclusions
Salman Siddiqui explains why he thinks Shariah-compliant investing should go beyond a screening process, to incorporate broader ESG considerations too.
Asian income: Successfully navigating turbulent markets
Against a particularly challenging macro backdrop, Jason Pidcock and Sam Konrad reflect on some of the investment decisions they’ve made this year.
Darkest before dawn for European equities?
The European equities team analyses negative performance in the region’s equity market and says in times of economic uncertainty good businesses prove their worth.
Risk-free, risky or just a reserve?
Ned Naylor-Leyland expects gold’s allure to increase as the dollar’s dominance diminishes.
Crunch time
Ariel Bezalel and Harry Richards say concerns over financial stability risks and lower growth may eventually force central banks to pivot, which must augur well for long-term investors.
Alternatives come to the fore
Three alternatives fund managers reflect on markets in 2022 and on the importance of diversification.
India nipping at China’s heels
China’s dominance as the world’s manufacturing hub of choice may be coming to an end as political and economic changes shift the balance to India, says Nick Payne.
Jupiter Fixed Income Engagement Review – September 2022
In 2022, the Jupiter Fixed Income team have engaged with over 40 companies within their portfolios on ESG issues.
Macro Monitor: Governments put their bond markets in the firing line
The team managing the Jupiter Strategic Absolute Return Bond strategy analyses how fiscal and monetary responses to high inflation and energy prices are shaping the global economic outlook.
Human investing with computer help
Matus Mrazik explains how the Jupiter Systematic Equities team’s investment approach uses computer help in what is ultimately a human process.