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.
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.
Not out of the woods yet
Markets have bounced recently despite weaker economic data. Ariel Bezalel and Harry Richards argue the Fed’s pivot will be delayed and the slowdown sharp.
Notes from the Investment Floor: Everything is screaming recession
Adam Darling looks at the conflicting drivers of bond markets this year, as central banks tighten policy while major economies appear set for a painful recession.
Notes from the Investment Floor: India – A wealth of investment opportunities
As India overtakes the UK to become the fifth largest economy in the world, Colin Croft, Investment Manager, explains the resilience of Indian equities year to date.
Seeking true diversification during market turmoil
Investors face problems in finding diversification when both global equities and bond markets fall. In such environments, the advantages of an allocation to uncorrelated assets are clear.