Gold, diversification and central banks
Ned Naylor-Leyland discusses the diversification properties of gold, the recent price rally and why central banks have ramped up their purchases.
Notes from the Investment Floor: Don’t believe in immaculate tightening
Harry Richards discusses the likelihood of recession, and whether its credible that monetary policy could tighten so much without negative ramifications for the economy.
Macro monitor: Is the bond rally overdone?
Mark Nash, Huw Davies and James Novotny analyse the global growth and inflation environment and what the evolving scenario means for the fixed income markets.
China reopening – why this could be positive for Europe
Caroline Cantor, Mark Heslop and Mark Nichols look at potential opportunities for European luxury and consumer goods companies from China’s lifting of Covid restrictions.
Notes from the Investment Floor: The rise of India’s domestic investor
Avinash Vazirani discusses the role that domestic investors play in the Indian stock market, and looks at some of the tailwinds helping drive India’s economic growth.
A change in fortune for bond markets?
Optimism around fixed income was rare in 2022, but there are reasons to believe 2023 may see a change in fortune for bond markets, say Ariel Bezalel and Harry Richards.
Reasons to be positive about emerging markets debt
Alejandro Arevalo and Reza Karim explain why they believe emerging markets debt is poised to benefit from China’s reopening and improving fundamentals.
Notes from the Investment Floor: 3 key topics for investors in Japan
Dan Carter discusses three of the key factors for investors in Japan to be thinking about now, especially in light of the Bank of Japan’s surprising policy moves.
Jupiter Value Equities Team: 2022 Stewardship Report – UK Value
The Value Equities team provide an insight into the companies they have engaged with in 2022 as part of their annual stewardship report.
Jupiter Value Equities Team: 2022 Stewardship Report – Global Value
In their second annual stewardship report, the Global Value Equities team provide an insight into how they have engaged with the companies in which they invest.