Notes from the Investment Floor: Inflation is a political problem
Huw Davies discusses the driving forces behind central bank policy action, as central banks appear to target lower inflation over stimulating growth.
Emerging market corporate bonds: A rare opportunity
Alejandro Arevalo and Reza Karim say investors have a unique chance to buy emerging market assets cheaply and diversify their portfolio.
A systematic approach to value investing
James Murray, Senior Analyst, and Amadeo Alentorn, Head of Systematic Equities, tease out some of the subtleties involved in value investing, and explain why this is important to investors.
Japan feels the economic impact of war in Europe
Direct exposure to Russia and Ukraine among Japanese companies is low, but the second order global effects of the war are far-reaching. Dan Carter and Mitesh Patel give their view.
The infinite potential of digitalisation
Mark Heslop and Phil Macartney discuss the issues around digitalisation — the opportunities and challenges, and potential benefits for consumers, companies and investors.
The new era of inflation, tightening and reduced liquidity
Mark Nash discusses how the outlook for risk assets has changed in a period where central banks are raising rates and reducing liquidity in a bid to control inflation.
The journey to net zero: how we analyse bond issuers’ carbon footprints
Harry Richards, Fund Manager, Fixed Income, and Anna Karim, Fixed Income ESG Director, share how their team analyses companies supporting the transition to net zero.
A reality check of China’s embattled real estate sector: Trip notes
Xuchen Zhang, Credit Analyst, Emerging Market Debt, sheds light on China’s beleaguered property sector after a recent visit. In view of the on-the-ground realities, Alejandro Arevalo, Head of Emerging Market Debt, and Xuchen consider prospective opportunities and potential challenges in the market.
Notes from the Investment Floor: Hawkish Fed and Chinese bond yields
Vikram Aggarwal discusses the implications for risk assets as central banks withdraw support and highlights policy divergence in developed and emerging market countries.
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.