Double disruption!
‘Disruption’ was a hot topic long before most of us had even heard the word ‘coronavirus.’ From geopolitical dislocations, to the discourse about the relationship between business, society, and the environment, to the dramatic challenges to old business models from newer, technology-enabled players, the world was already rapidly changing. Then came the most serious global public health emergency in living memory. Here is how four of our fund managers approach this ‘double disruption’.
A country divided
Abbie Llewellyn-Waters, fund manager, global sustainable equities at Jupiter, reflects on the meaning of the Democrat victory and the implications for investors.
Searching the Four Corners for Fixed Income Opportunities
Ariel Bezalel, Head of Strategy, Fixed Income, explains the appeal of a global flexible bond strategy, sharing his views on the macro environment and the corporate credit and government bond markets.
US election – rapid reaction from Jupiter fund managers
After one of the most dramatic and anticipated electoral events in modern history, the American people have voted, and the race for the White House is close.
The European Growth team – Your Questions, Their Answers
We put your questions to Mark Nichols and Mark Heslop from our European Growth team.
Deflation, not inflation, has intensified
Ariel Bezalel and Harry Richards explain why deflationary forces still hold sway in the global economy and where they’re finding opportunities in Jupiter’s global unconstrained bond strategy.
Sustainable investing can be unconstrained rather than restrictive
In her latest article, Abbie Llewellyn-Waters, Fund Manager of the Jupiter Global Sustainable Equity Fund, explains why firms need to integrate ESG into their business model.