Japanese Equities: Is a Growth vs Value shift coming?
![Japanese flag and chart](https://www.jupiteram.com/uploads/2023/11/b9fa3ba9d4c5b6c2dc93bfc88d7aea57/jup-1423-japan-equities-web-tile-500x300px.jpg)
Dan Carter and Mitesh Patel describe the ‘growth vs value’ situation in Japanese equities, and ask whether a shift in momentum is around the corner.
Macro view: hard landing ahead?
![Financial data](https://www.jupiteram.com/uploads/2023/11/64655765c9270b060e58aba5aa406eef/jup-1288-dynamic-bond-macro-update-web-tile-500x300px.jpg)
Ariel Bezalel and Harry Richards, investment managers of the Jupiter Strategic Bond strategy, outline their macro thesis and current view of markets.
Global industry flows: a new enhancement to our systematic investment process
![Yuangao Liu and Amadeo Alentorn](https://www.jupiteram.com/uploads/2023/11/341226131f008a94d794ea05b6b208d8/jup-1040-systematic-web-tile-500x300px-1.jpg)
Yuangao Liu and Amadeo Alentorn describe a new enhancement the Jupiter systematic team has developed and introduced into its investment process.
Building resilient portfolios in European small caps
![Sea Shell](https://www.jupiteram.com/uploads/2023/11/b26f4af493032f1f291dafb89bbe361a/jup-1320-building-resilient-portfolios-31.10-web-tile-500x300px.jpg)
Phil Macartney discusses finding high-quality, well-capitalised growth businesses among European smaller companies.
Emerging market debt: on the road in Indonesia
![Night view of Jakarta, Indonesia](https://www.jupiteram.com/uploads/2023/10/0b3a602db41b3bcffc7fdfb23d0339d1/jup-1257-emd-on-the-road-in-indonesia-20.10.23-web-tile-500x300px.jpg)
Xuchen Zhang discusses his key takeaways from a recent research trip to Indonesia to assess the opportunities for emerging market debt investors.
Active fund management’s edge in mining
![Nuggets](https://www.jupiteram.com/uploads/2023/10/260ec13e363128e6c74d49465c831cb5/jup-1231-gold-chris-m-pro-18.10.23-web-tile-500x300px.jpg)
Chris Mahoney, investment manager, discusses the key role active managers have in the mining sector by providing equity financing for select listed exploration companies.
Emerging markets: The world’s great engines of growth
![Asian City](https://www.jupiteram.com/uploads/2023/10/0521a7e0c5158f377bc547f5ef6e58d4/jup-1170-em-growth-web-tile-500x300px.jpg)
Leighton Riley, Investment Director, explains why he and the team are optimistic about the outlook for emerging market equities.
High yield bonds: volatility is opportunity
![Business people studying graphs](https://www.jupiteram.com/uploads/2023/10/9ccd2b1df4786a1178490c43942cffee/jup-1211-hyb-volatility-is-opportunity-web-tile-500x300px.jpg)
Adam Darling discusses why credit selection is crucial in the current environment as a potential recession could disrupt the asset class.
Higher Inflation and the dilemma for central banks
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Mark Nash discusses the difficult choices facing central banks as inflation lingers and what it might mean for absolute return bond strategies.
UK stocks: the road ahead hinges on politics
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Ed Meier analyses what the macro environment and politics mean for investments in the UK