Staying active and selective in global high yield bonds
Adam Darling discusses yield trends in high yield bonds and why credit selection is so important.
The credit analysts’ view
Jupiter’s fixed income capability benefits from the expertise of a large team of Credit Analysts. Here, we look at their latest insights from three sectors.
Reality will bite for central banks
In the second half of 2023, Ariel Bezalel and Harry Richards (Investment Managers) expect central banks to become more worried about growth than inflation.
Harnessing the predictive power of text
This article first appeared in December 2020. The Systematic Equities Team introduces a new method of capturing sentiment, designed to enhance the investment process of the funds they manage.
Summary of systematic equities research in 2020
This article first appeared in February 2021. The Systematic Equities team outlines the research it undertook during 2020
Rotating factors with higher conviction
This article first appeared in March 2021. The Systematic Equities team outlines its research into factor rotation.
Systematic Equities: Directors’ Transactions
This article first appeared in January 2021. The Jupiter Systematic team explains how its process utilises data about directors’ trades in their companies’ stock.
Notes from the Investment Floor: ESG is key to EM equities
Nick Payne reflects on the importance of a sustainability strategy when investing in emerging markets equities.
On a knife edge
Mark Nash, James Novotny and Huw Davies discuss why rapid rate increases haven’t contained inflation and what may be next for bond markets.
Inflation is last year’s problem – but what’s next?
Central banks continue to fight inflation, but Ariel Bezalel and Harry Richards argue that it’s last year’s concern. So what should the Fed be worried about now?