Finding Excellence in European Equities
Mark Nichols and Phil Macartney discuss what the improved economic backdrop in Europe means for their European Growth strategy.
Unlocking opportunities in global fixed income
Listen to the latest webcast from Ariel Bezalel and Harry Richards, who discuss the path for inflation and growth, what potential pitfalls to be wary of, and how their portfolios are positioned for 2021.
Systematic equities Q1 review
Dr Ian Heslop and Dr Amadeo Alentorn, co-heads of systematic equities, present their quarterly review. They present the systematic equities team’s latest market analysis and review the performance of the strategies managed by the team.
Jupiter Merlin Webcast: Winter of discontent turning to glorious summer?
In this webcast, the Jupiter Merlin team discuss the potential for a swift economic recovery from the summer onwards as the UK’s lockdown ends.
The End of Lockdown Is in Sight
Listen to Richard Buxton as he discusses the outlook for the economy, global financial markets and UK large-cap stocks.
Generating alpha through focused risk management
In this webcast, Harry Richards and Adam Darling introduce the Jupiter Corporate Bond Fund. They explain how they navigate volatility in credit markets, generating alpha through focused risk management, and outline what they think the future holds.
Bond Market Returns at Risk? The SARB View
Is the reflation trade still valid? Are we on track for further dollar and bond weakness and cyclical asset strength? Listen to Mark Nash, Fund Manager, and Huw Davies, Investment Director, in discussion on the Strategic Absolute Bond Fund webcast.
Gold and Silver: the story behind the headlines
Ned Naylor-Leyland explains why gold and silver are best seen not as commodities but as monetary metals with a vital economic role.
In Europe – are you going where the growth is?
What effect is so-called ‘reflation trade’ having on long duration ‘quality growth’ businesses and why are European smaller companies so attractive?
Jupiter Merlin Webcast: Locked down for longer – what happens next?
The team focused on the technology sector and how it has performed over the past 12 months. The team then discussed the market impacts of longer lockdowns. Was the ‘reopening’ rally premature? Or will a growth surge still materialise?