Emerging market CoCos: Keep calm
Alejandro Arevalo and Reza Karim discuss how the Credit Suisse rescue deal has impacted emerging markets, and why this volatility presents exciting opportunities for EM investors.
US and EU ‘IRA’: made in China?
The EU’s efforts to catch up with the US’s massive move to support strategic green industries, jobs and clean technology signal a new era, writes Jupiter’s Environmental Solutions team.
Outlook 2023: Environmental solutions are crossing a watershed
As financial markets struggle for direction, Jon Wallace and Noelle Guo discuss the unavoidable trends shaping the future.
Bonds: A story of twists and turns
Mark Nash, Huw Davies and James Novotny believe the turbulence faced by banks may spur central banks to reverse their restrictive monetary policy stance.
What Credit Suisse may mean for contingent capital and European banks
Luca Evangelisti and Paridhi Garg discuss the potential impact of the Credit Suisse sale on European banks, contingent capital and financials investing.
Is this banking crisis the same old story?
Since the Global Financial Crisis, regulators and policy makers have worked to avoid a repeat. Yet banks are in trouble again. Is this the same old story?
Reflecting on reflections from Japan
Dan Carter considers the challenges Japanese equites face and outlines the approach he has taken to overcoming these as an investor in the asset class.
Budget reaction: A glass half full Budget for the optimists
Richard Buxton assesses Jeremy Hunt’s first full budget, in which the Chancellor sought to incentivise companies to invest in and encourage re-participation in the workforce.
Calm before a golden M&A storm?
Ned Naylor-Leyland discusses the recent uptick in merger and acquisition activity among gold miners and whether the trend has further to go.
GEAR: enhancing our investment process
In recent years, we have introduced enhancements to our investment process, designed to increase diversification, use new sources of data, and allow greater flexibility, writes Amadeo Alentorn, lead investment manager, Jupiter systematic equities.