Rates, Recession and Generating Alpha in Fixed Income: Four Views
Ariel Bezalel, Alejandro Arevalo, Hilary Blandy and Luca Evangelisti discussed inflation, investment and the macro outlook, at Jupiter’s September conference.
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.
An all-weather strategy for a tough macro environment
Global markets have faced a rough ride this year. How do investors navigate this choppy and uncertain environment? Ariel Bezalel and Harry Richards show how their strategy’s well-considered approach has historically delivered through some rough patches over the years.
Seeking income in a high inflation world
Four of Jupiter’s investment experts dissect the challenges and opportunities facing investors trying to generate income in a high inflation world.
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.
Whatever it takes, no matter the cost?
Ariel Bezalel and Harry Richards argue that the Fed’s misguided focus on inflation will cause a deep recession – and offers compelling opportunities for fixed income investors.
When is the best time to buy gold?
Ned Naylor-Leyland says a dovish pivot from central banks may trigger a rally in gold and silver prices.
A rich vein of opportunity for gold & silver miners
Ned Naylor-Leyland, Investment Manager for Gold & Silver, assesses the prospects for the unloved shares of gold & silver miners and a possible shift in Fed policy.