Macro Monitor: Governments put their bond markets in the firing line
The team managing the Jupiter Strategic Absolute Return Bond strategy analyses how fiscal and monetary responses to high inflation and energy prices are shaping the global economic outlook.
Seeking income in a high inflation world
Four of Jupiter’s investment experts dissect the challenges and opportunities facing investors trying to generate income in a high inflation world.
Rates, Recession and Generating Alpha in Fixed Income: Four Views
Ariel Bezalel, Alejandro Arevalo, Hilary Blandy and Luca Evangelisti discussed inflation, investment and the macro outlook, at Jupiter’s September conference.
Notes from the Investment Floor: The Fed came in like a wrecking ball
Vikram Aggarwal discusses a highly volatile environment for fixed income markets, as rapid interest rate rises upend the basis upon which the system has been built.
Notes from the Investment Floor: Japan is different and that’s good
Dan Carter discusses recent weakness in the yen versus the dollar and considers ways that Japan is different from other major developed markets.
An all-weather strategy for a tough macro environment
Global markets have faced a rough ride this year. How do investors navigate this choppy and uncertain environment? Ariel Bezalel and Harry Richards show how their strategy’s well-considered approach has historically delivered through some rough patches over the years.
When is the best time to buy gold?
Ned Naylor-Leyland says a dovish pivot from central banks may trigger a rally in gold and silver prices.
Whatever it takes, no matter the cost?
Ariel Bezalel and Harry Richards argue that the Fed’s misguided focus on inflation will cause a deep recession – and offers compelling opportunities for fixed income investors.
When safe havens are hard to find
Traditional portfolios allocated only to equities and bonds may not always provide the diversification needed. A permanent allocation to alternatives with low correlation can help.
Notes from the Investment Floor: Everything is screaming recession
Adam Darling looks at the conflicting drivers of bond markets this year, as central banks tighten policy while major economies appear set for a painful recession.