Gold Outlook: A Looming Paradigm Shift in Monetary Risk-Free Assets
![Outlook](https://www.jupiteram.com/uploads/2023/11/610721214ef26c6ee97951f01d0c1d80/jup-1454-outlook24-gold-silver-web-tile-500x300px.jpg)
Ned Naylor-Leyland explains how amidst a global shift away from fiat currencies, gold is poised to re-emerge as the ultimate risk-free asset, signaling a paradigm shift in monetary risk perception.
Japanese Equities: Is a Growth vs Value shift coming?
![Japanese flag and chart](https://www.jupiteram.com/uploads/2023/11/b9fa3ba9d4c5b6c2dc93bfc88d7aea57/jup-1423-japan-equities-web-tile-500x300px.jpg)
Dan Carter and Mitesh Patel describe the ‘growth vs value’ situation in Japanese equities, and ask whether a shift in momentum is around the corner.
Macro view: hard landing ahead?
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Ariel Bezalel and Harry Richards, investment managers of the Jupiter Strategic Bond strategy, outline their macro thesis and current view of markets.
Global industry flows: a new enhancement to our systematic investment process
![Yuangao Liu and Amadeo Alentorn](https://www.jupiteram.com/uploads/2023/11/341226131f008a94d794ea05b6b208d8/jup-1040-systematic-web-tile-500x300px-1.jpg)
Yuangao Liu and Amadeo Alentorn describe a new enhancement the Jupiter systematic team has developed and introduced into its investment process.
Building resilient portfolios in European small caps
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Phil Macartney discusses finding high-quality, well-capitalised growth businesses among European smaller companies.
Emerging market debt: on the road in Indonesia
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Xuchen Zhang discusses his key takeaways from a recent research trip to Indonesia to assess the opportunities for emerging market debt investors.
Active fund management’s edge in mining
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Chris Mahoney, investment manager, discusses the key role active managers have in the mining sector by providing equity financing for select listed exploration companies.
Emerging markets: The world’s great engines of growth
![Asian City](https://www.jupiteram.com/uploads/2023/10/0521a7e0c5158f377bc547f5ef6e58d4/jup-1170-em-growth-web-tile-500x300px.jpg)
Leighton Riley, Investment Director, explains why he and the team are optimistic about the outlook for emerging market equities.
High yield bonds: volatility is opportunity
![Business people studying graphs](https://www.jupiteram.com/uploads/2023/10/9ccd2b1df4786a1178490c43942cffee/jup-1211-hyb-volatility-is-opportunity-web-tile-500x300px.jpg)
Adam Darling discusses why credit selection is crucial in the current environment as a potential recession could disrupt the asset class.
Higher Inflation and the dilemma for central banks
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Mark Nash discusses the difficult choices facing central banks as inflation lingers and what it might mean for absolute return bond strategies.