Rates, Recession and Generating Alpha in Fixed Income: Four Views
![Crowded city street scene in Times Square, New York City](https://www.jupiteram.com/uploads/2022/10/8fcd80091cbf547199a00ba7c1222b03/rates-recession-and-generating-alpha-in-fixed-income-four-views-web-tile-500x300px.jpg)
Ariel Bezalel, Alejandro Arevalo, Hilary Blandy and Luca Evangelisti discussed inflation, investment and the macro outlook, at Jupiter’s September conference.
Notes from the Investment Floor: The Fed came in like a wrecking ball
![Wrecking ball with American flag on it](https://www.jupiteram.com/uploads/2022/10/3c888f54f5b694fe979035981365650a/101663-nftif-fed-wrecking-ball-6.10.22-web-tile-500x300px.jpg)
Vikram Aggarwal discusses a highly volatile environment for fixed income markets, as rapid interest rate rises upend the basis upon which the system has been built.
Notes from the Investment Floor: Japan is different and that’s good
![A Japanese women in traditional outfit with an umbrella facing Fuji mountain](https://www.jupiteram.com/uploads/2022/10/3d5af698a7308705031e9c372ba783ef/notes-from-the-investment-floor-japan-is-different-and-thats-good-500x300px.jpg)
Dan Carter discusses recent weakness in the yen versus the dollar and considers ways that Japan is different from other major developed markets.
An all-weather strategy for a tough macro environment
![An athlete is kayaking in a river](https://www.jupiteram.com/uploads/2022/09/9f63eeca4546a5f9a02eb199981616bb/101630-jsb-all-weather-strategy-web-tile-500x300px.jpg)
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.
When is the best time to buy gold?
![Gold bars with chart of gold price in the background](https://www.jupiteram.com/uploads/2022/09/dbf5c4173e13b6f2d55c96357091a4e4/when-is-the-best-time-to-buy-gold-web-tile-500x300px.jpg)
Ned Naylor-Leyland says a dovish pivot from central banks may trigger a rally in gold and silver prices.
Whatever it takes, no matter the cost?
![An empty cart in a foggy forest](https://www.jupiteram.com/uploads/2022/09/283e6ddf62ddd9376105333e389356a3/whatever-it-takes-no-matter-the-cost-500x300px.jpg)
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 safe havens are hard to find
![Lighthouse](https://www.jupiteram.com/uploads/2022/09/dc846d772ea7b946918658b454e2e6b5/101637-gear-sarb-safe-haven-9.9.22-web-tile-500x300px.jpg)
Traditional portfolios allocated only to equities and bonds may not always provide the diversification needed. A permanent allocation to alternatives with low correlation can help.
Notes from the Investment Floor: Everything is screaming recession
![Man shouting through a speaker](https://www.jupiteram.com/uploads/2022/09/2307401d2a26687e116e9ea4351304e0/101633-nftif-screaming-recession-8.9.22-web-tile-500x300px.jpg)
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
![](https://www.jupiteram.com/uploads/2022/09/6c8844e41db327dd1d3f31ba8f431c2f/101638-nftif-cc-india-opps-8.9.22-web-tile-500x300px.jpg)
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.
Macro Monitor: Rates higher for longer?
![US Federal Reserve (Fed) building against the backdrop of banknotes](https://www.jupiteram.com/uploads/2022/09/c70f005651c8b2027049b35cb25709b1/macro-monitor-rates-higher-for-longer-web-tile-500x300px.jpg)
The team managing the Jupiter Strategic Absolute Return Bond strategy analyses Fed policy and shares its outlook for interest rates and inflation.