Notes from the Investment Floor: India – A wealth of investment opportunities
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As India overtakes the UK to become the fifth largest economy in the world, Colin Croft, Investment Manager, explains the resilience of Indian equities year to date.
Macro Monitor: Rates higher for longer?
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The team managing the Jupiter Strategic Absolute Return Bond strategy analyses Fed policy and shares its outlook for interest rates and inflation.
Not out of the woods yet
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Markets have bounced recently despite weaker economic data. Ariel Bezalel and Harry Richards argue the Fed’s pivot will be delayed and the slowdown sharp.
Human investing with computer help
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Matus Mrazik explains how the Jupiter Systematic Equities team’s investment approach uses computer help in what is ultimately a human process.
Reading the Fed tea leaves
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Ariel Bezalel and Harry Richards say the Federal Reserve may continue to raise rates to combat soaring inflation, belying a relatively dovish interpretation of the Fed’s tone by markets.
What lies ahead for EM corporate bonds?
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Alejandro Arevalo, Investment Manager, Fixed Income – EMD, describes the current backdrop for emerging market corporate bonds and explains why he’s positive about the outlook, both over the short and longer term.
Absolute Return Bond funds: A Modern Approach to Diversification
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Huw Davies, Investment Manager, Fixed Income – Absolute Return, discusses why investors are recognising the need to look beyond a traditional 60 / 40 structure in favour of a more modern approach.Â
Fed pivot? Get ready for a gold & silver breakout
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Ned Naylor-Leyland explains how a shift in central bank policy could trigger a change in market sentiment that sends gold and silver prices to record highs.
A tale of fading inflation and slowing growth
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Ariel Bezalel, investment manager for fixed income, explains how inflation is easing, a recession looks likely and what this means for fixed income investors.
Notes from the Investment Floor: When China sneezes…
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Nick Payne discusses the situation in China, which is easing monetary and fiscal policy when others are tightening, and whether ‘zero Covid’ can stand the test of time.