Global Sovereigns: Best entry point in a decade?
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Vikram Aggarwal discusses the remarkable rebound in sovereign bond yields, opportunities and risks in the asset class and macro outlook.
The credit analysts’ view
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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.
Reality will bite for central banks
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In the second half of 2023, Ariel Bezalel and Harry Richards (Investment Managers) expect central banks to become more worried about growth than inflation.
Harnessing the predictive power of text
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This article first appeared in December 2020. The Systematic Equities Team introduces a new method of capturing sentiment, designed to enhance the investment process of the funds they manage.
Summary of systematic equities research in 2020
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This article first appeared in February 2021. The Systematic Equities team outlines the research it undertook during 2020
Rotating factors with higher conviction
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This article first appeared in March 2021. The Systematic Equities team outlines its research into factor rotation.
Systematic Equities: Directors’ Transactions
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This article first appeared in January 2021. The Jupiter Systematic team explains how its process utilises data about directors’ trades in their companies’ stock.
Making big strides
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Avinash Vazirani and Colin Croft say India’s fast-expanding economy may offer a silver lining amid a gloomy outlook for the global economy.
Notes from the Investment Floor: ESG is key to EM equities
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Nick Payne reflects on the importance of a sustainability strategy when investing in emerging markets equities.
On a knife edge
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Mark Nash, James Novotny and Huw Davies discuss why rapid rate increases haven’t contained inflation and what may be next for bond markets.