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.
A fairytale ending?
Mark Nash, James Novotny and Huw Davies say policy makers could keep interest rates higher for longer as strong growth foundations underpin inflation.
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.
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.
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?
Notes from the Investment Floor: Searching for Europe’s best companies
Phil Macartney discusses market valuations for companies in Europe, the impact of geopolitics and how small cap investing is sometimes misunderstood.
US economy set to soften in second half
Huw Davies analyses the implication of the US debt ceiling deal on the markets and the economy.
A deep deficit for silver
Ned Naylor-Leyland and Daniel March discuss why demand for silver is outstripping supply and what this imbalance may mean for investors in the white metal.
European equities – not a market to ignore
Caroline Cantor, Mark Nichols and Mark Heslop discuss European equities’ performance, valuation and diversification properties – and share a few surprising facts.
Japan: good value, or just cheap?
Dan Carter and Mitesh Patel address the topic of share price valuations in the Japanese
market. They’re undeniably low, but are Japanese stocks good value, or just cheap?