Strong tailwinds
Adam Darling and Harry Richards say investors have a once in a generation opportunity to lock in high yields in the investment grade corporate bond market.
The twin risks facing bond investors
Hilary Blandy describes how fixed income markets must weigh up competing risks on rates and inflation. Amid this uncertainty, however, bond investors are paid to wait.
Global Sovereigns: Best entry point in a decade?
Vikram Aggarwal discusses the remarkable rebound in sovereign bond yields, opportunities and risks in the asset class and macro outlook.
Staying active and selective in global high yield bonds
Adam Darling discusses yield trends in high yield bonds and why credit selection is so important.
The credit analysts’ view
Jupiter’s fixed income capability benefits from the expertise of a large team of Credit Analysts. Here, we look at their latest insights from three sectors.
Jupiter Merlin Weekly: NatWest/Farage — investment risk, moral hazard
The Jupiter Merlin team analyses the compatibility of capitalism and corporate “socialism.”
A fairytale ending?
Mark Nash, James Novotny and Huw Davies say policy makers could keep interest rates higher for longer as strong growth foundations underpin inflation.
Reality will bite for central banks
In the second half of 2023, Ariel Bezalel and Harry Richards (Investment Managers) expect central banks to become more worried about growth than inflation.
Jupiter Merlin Weekly: Inflation data – pick your poison
This Jupiter Merlin Weekly highlights the disparity between different ways of measuring inflation, while asking what happens to offshore wind when the wind doesn’t blow?
Summary of systematic equities research in 2020
This article first appeared in February 2021. The Systematic Equities team outlines the research it undertook during 2020