Macro monitor: Is the bond rally overdone?
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Mark Nash, Huw Davies and James Novotny analyse the global growth and inflation environment and what the evolving scenario means for the fixed income markets.
China reopening – why this could be positive for Europe
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Caroline Cantor, Mark Heslop and Mark Nichols look at potential opportunities for European luxury and consumer goods companies from China’s lifting of Covid restrictions.
Notes from the Investment Floor: The rise of India’s domestic investor
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Avinash Vazirani discusses the role that domestic investors play in the Indian stock market, and looks at some of the tailwinds helping drive India’s economic growth.
A change in fortune for bond markets?
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Optimism around fixed income was rare in 2022, but there are reasons to believe 2023 may see a change in fortune for bond markets, say Ariel Bezalel and Harry Richards.
Reasons to be positive about emerging markets debt
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Alejandro Arevalo and Reza Karim explain why they believe emerging markets debt is poised to benefit from China’s reopening and improving fundamentals.
Notes from the Investment Floor: 3 key topics for investors in Japan
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Dan Carter discusses three of the key factors for investors in Japan to be thinking about now, especially in light of the Bank of Japan’s surprising policy moves.
Jupiter Value Equities Team: 2022 Stewardship Report – UK Value
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The Value Equities team provide an insight into the companies they have engaged with in 2022 as part of their annual stewardship report.
Jupiter Value Equities Team: 2022 Stewardship Report – Global Value
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In their second annual stewardship report, the Global Value Equities team provide an insight into how they have engaged with the companies in which they invest.
ESG in fixed income – why do it?
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Anna Karim underscores the importance of engaging with companies to raise their awareness about climate change and how that can give a fillip to their businesses.
Notes from the Investment Floor: Yield is back for bonds
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Vikram Aggarwal sets the scene for bond markets in 2023, as yield finally returns to the asset class. Could market fears transfer from duration to credit quality in 2023?