Webcast: Easing into 2024?
Webcast: Easing into 2024?
Rate cuts this year? Inflation under control? Mark Nash, Huw Davies and James Novotny discuss the macro in this webcast.
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A key feature of Jupiter’s investment approach is that we eschew the adoption of a house view, instead preferring to allow our specialist fund managers to formulate their own opinions on their asset class. As a result, it should be noted that any views expressed – including on matters relating to environmental, social and governance considerations – are those of the author(s), and may differ from views held by other Jupiter investment professionals.
Latest Insights
Fixed Income Investments: Gearing up for a fluid macro environment
Fixed Income Investments: Gearing up for a fluid macro environment
Mark Nash, James Novotny and Huw Davies analyse the outlook for interest rates and fixed income as the US economy continues to stay resilient.
Read time- 5 min.
04.11.2024
Bonds: Is the inflation genie back in the bottle?
Bonds: Is the inflation genie back in the bottle?
Mark Nash, Huw Davies and James Novotny expect continued fiscal spending to underpin inflation in the months ahead, which will keep central banks on their toes.
Read time- 5 min.
04.09.2024
Webcast: Higher for longer?
Webcast: Higher for longer?
Listen to the latest webcast from Mark Nash, James Novotny and Huw Davies as they address some of the important questions raised by fixed income investors.
26.06.2024
Bonds: Are rate cuts coming?
Bonds: Are rate cuts coming?
Mark Nash, Huw Davies and James Novotny analyse the prospects for government bond markets as relatively low real rates and easy financial conditions underpin growth and inflation.
24.04.2024