Reality will bite for central banks
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In the second half of 2023, Ariel Bezalel and Harry Richards (Investment Managers) expect central banks to become more worried about growth than inflation.
Summary of systematic equities research in 2020
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This article first appeared in February 2021. The Systematic Equities team outlines the research it undertook during 2020
Harnessing the predictive power of text
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This article first appeared in December 2020. The Systematic Equities Team introduces a new method of capturing sentiment, designed to enhance the investment process of the funds they manage.
Rotating factors with higher conviction
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This article first appeared in March 2021. The Systematic Equities team outlines its research into factor rotation.
Systematic Equities: Directors’ Transactions
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This article first appeared in January 2021. The Jupiter Systematic team explains how its process utilises data about directors’ trades in their companies’ stock.
Making big strides
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Avinash Vazirani and Colin Croft say India’s fast-expanding economy may offer a silver lining amid a gloomy outlook for the global economy.
Notes from the Investment Floor: ESG is key to EM equities
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Nick Payne reflects on the importance of a sustainability strategy when investing in emerging markets equities.
On a knife edge
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Mark Nash, James Novotny and Huw Davies discuss why rapid rate increases haven’t contained inflation and what may be next for bond markets.
Inflation is last year’s problem – but what’s next?
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Central banks continue to fight inflation, but Ariel Bezalel and Harry Richards argue that it’s last year’s concern. So what should the Fed be worried about now?
The head and the heart in investing
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Amadeo Alentorn, lead investment manager, Jupiter systematic, reflects on the importance of head and heart in understanding investor behaviour and markets.