Jupiter Value Equities Team: 2021 Stewardship and Global Value Report
The Value Equities team explains in this report how stewardship is a crucial component of its strategy.
How ready is corporate Japan for the ‘content war’?
The competition for consumer’s time, attention, and money is heating up. Dan Carter and Mitesh Patel discuss how ready corporate Japan is for the ‘content war’.
Why to avoid exchange-traded products when investing in gold
Given a positive backdrop for gold, how can you look to gain exposure? Ned Naylor-Leyland explains the merits of investing through bullion funds rather than ETPs.
China’s decarbonisation roadmap – worth a second look
China has outlined a step-by-step path to net zero and provided specific decarbonisation targets. Patty Cao explains why investors should take note.
Macro Monitor: Bond market returns at risk in 2022
Mark Nash, James Novotny and Huw Davies discuss inflation, the Fed and what a short, sharp cycle of rate hikes may mean for global economic growth.
Can the Fed get it right this time?
Mark Nash discusses the outlook for inflation, the prospect of central bank tightening and whether the Fed can avoid repeating past mistakes.
Notes from the Investment Floor: Why boring isn’t bad in bond markets
Harry Richards examines how bond markets have reacted to increased interest rate expectations and explains why ‘boring’ isn’t bad in bond markets.
Flexible Bond update: The Fed’s fighting inflation at almost any cost
Ariel Bezalel and Harry Richards discuss a volatile period for fixed income and the latest pivot from the Fed, which the market suspects is making a policy error.
Emerging Market Debt: Peak Fear?
Alejandro Arevalo and Jupiter’s Emerging Markets Debt team say investor sentiment towards Emerging market debt may turn quickly if political and policy macro headwinds ease later this year.
Notes from the Investment Floor: The central banking pantomime
Ned Naylor-Leyland comments on the dynamics in gold and silver markets, as a central banking pantomime has so far had a suppressing effect on prices.