Trump and the outlook for global equities
Abbie Llewellyn-Waters examines the global equity investment implications of Donald Trump’s victory in the US presidential election.
Jupiter Global Sustainable Equities Fund – name change
The Jupiter Global Sustainable Equities Fund will soon change name. Abbie Llewellyn-Waters explains the reasons why and describes what is staying the same about the fund.
Fixed Income Investments: Gearing up for a fluid macro environment
Mark Nash, James Novotny and Huw Davies analyse the outlook for interest rates and fixed income as the US economy continues to stay resilient.
Staying Patient in Global High Yield Credit
Fund manager Adam Darling says high yield credit has had a good run so far this year, but that investors should continue to watch the economic data closely for any threats to the prevailing soft landing narrative.
Fixed Income: The spotlight is on government bonds
Ariel Bezalel and Harry Richards examine the prospects for the US economy and the outlook for interest rates following the first rate cut in the current cycle.
India: Are the growth drivers intact?
Avinash Vazirani and Colin Croft take stock of the Indian economy and what that holds for the country’s stocks.
What’s in store as the rate cycle turns?
Ariel Bezalel and Harry Richards assess the factors that helped tame inflation and analyse the prospects for the global economy in the months ahead.
Bonds: Is the inflation genie back in the bottle?
Mark Nash, Huw Davies and James Novotny expect continued fiscal spending to underpin inflation in the months ahead, which will keep central banks on their toes.
Seeking a safe port in a storm
Recent volatility should remind us of the importance of seeking shelter from market storms, says Amadeo Alentorn, lead investment manager, Jupiter systematic equities.
Jupiter Japan Income – a core approach to Japanese equities
Dan Carter and Mitesh Patel examine the recent performance trends in Japanese equities, how it effects their strategy, and what the future may hold.