Harnessing the predictive power of text
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
This article first appeared in March 2021. The Systematic Equities team outlines its research into factor rotation.
Systematic Equities: Directors’ Transactions
This article first appeared in January 2021. The Jupiter Systematic team explains how its process utilises data about directors’ trades in their companies’ stock.
Jupiter Merlin Weekly: A ‘revolution by coercion’?
This Jupiter Merlin Weekly discusses how different countries are grappling with the path to net zero and what the political and economic costs of the journey might be.
Making big strides
Avinash Vazirani and Colin Croft say India’s fast-expanding economy may offer a silver lining amid a gloomy outlook for the global economy.
Jupiter Merlin Weekly: NATO recovers its purpose – but what next?
This Jupiter Merlin Weekly discusses how NATO’s support for Ukraine has restored its purpose after Afghanistan, and why it now faces a test of leadership it mustn’t fail.
35 years on: the compound effect of environmental solutions
Jon Wallace, Noelle Guo and Grisha Milushev reflect on progress on ecological challenges during the 35 years since the Jupiter Ecology Fund was launched.
Notes from the Investment Floor: ESG is key to EM equities
Nick Payne reflects on the importance of a sustainability strategy when investing in emerging markets equities.
Jupiter Merlin Weekly: UK inflation defies the script
The Jupiter Merlin team discuss the stubbornly high inflation rate in the UK, the Bank of England’s latest interest rate rise, and the painful impact on mortgages.
On a knife edge
Mark Nash, James Novotny and Huw Davies discuss why rapid rate increases haven’t contained inflation and what may be next for bond markets.