Higher rates begin to bite
Ariel Bezalel and Harry Richards discuss how the US economy is finally feeling the impact of higher rates and where they see value across the fixed income spectrum.
The dollar and its rivals
Here’s a look at what some of our fund managers think about whether the US dollar’s hegemony could be challenged anytime soon.
UK general election: our experts react
We asked some of our experts for their immediate reaction to the UK general election, to give an investment perspective on what the future may hold for the market.
Why healthcare and telecoms stand out in US high yield credit
Chris Lau and David Rowe discuss the US high yield credit market and why they see opportunities in some healthcare and telecoms bonds.
The importance of diversification
Jason Pidcock and Sam Konrad explain why they think their Asian Equity Income strategy is well positioned for a range of scenarios, given its diversified exposure.
No free lunch: is a science of the stock market possible?
Complex systems and econophysics are intriguing and expanding fields of research that in time may lead to new signals to be incorporated in our investment model, say Amadeo Alentorn, Lead Investment Manager, and Matus Mrazik, Investment Manager, overseeing the academic research programme, Jupiter Merian Global Equity Absolute Return strategy.
Modi’s re-election augurs well for reforms
Avinash Vazirani and Colin Croft say India offers a compelling choice for long-term investments as Modi stays as the prime minister for another five-year term.
US Exceptionalism and EM Opportunities in Sovereign Bonds
Vikram Aggarwal discusses the recent IMF Spring conference, US economic exceptionalism, progress among distressed EM sovereigns and what it means for investors.
The European equities equation: quality, growth, diversification
Mark Nichols and Mark Heslop discuss high-quality, cash-generative, growth companies in Europe and why these stocks offer diversification potential for global investors.
Finding the silver lining: The reasons behind a strategic allocation to silver in a Gold & Silver fund
Ned Naylor-Leyland and Daniel March explain the benefits behind having an allocation to silver and how this can affect fund performance