Notes from the Investment Floor: Gilts gyrate, refinancing costs rise
Andrew Rubins, Investment Manager, Fixed Income, discusses the recent volatility in UK bond market and how the rising cost of refinancing bonds will impact companies.
Alternatives come to the fore
Three alternatives fund managers reflect on markets in 2022 and on the importance of diversification.
India nipping at China’s heels
China’s dominance as the world’s manufacturing hub of choice may be coming to an end as political and economic changes shift the balance to India, says Nick Payne.
Jupiter Fixed Income Engagement Review – September 2022
In 2022, the Jupiter Fixed Income team have engaged with over 40 companies within their portfolios on ESG issues.
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.