What’s the opportunity for China?
Despite a particularly difficult year for Chinese equities, Vincent Che explains why he’s positive about the outlook for China, though stock selection is key.
Notes from the Investment Floor: Fixed income is attractive once again
Ariel Bezalel discusses the possibility of an imminent recession and prospects for inflation amid aggressive rate increases by central banks.
Darkest before dawn for European equities?
The European equities team analyses negative performance in the region’s equity market and says in times of economic uncertainty good businesses prove their worth.
Jupiter Merlin Weekly: Same-old-same-old on the Tory merry-go-round
The Jupiter Merlin team discuss the latest developments in British politics as Prime Minister Liz Truss is forced to resign after just 44 days.
Notes from the Investment Floor: Is Japan the place to be?
Mitesh Patel discusses the outlook for Japan as inflation, although rising, is far lower than other developed markets. What does this mean for investors?
Risk-free, risky or just a reserve?
Ned Naylor-Leyland expects gold’s allure to increase as the dollar’s dominance diminishes.
Crunch time
Ariel Bezalel and Harry Richards say concerns over financial stability risks and lower growth may eventually force central banks to pivot, which must augur well for long-term investors.
Notes from the Investment Floor: Gilts gyrate, refinancing costs rise
Andrew Rubins, Investment Manager, Fixed Income, discusses the recent volatility in UK bond market and how the rising cost of refinancing bonds will impact companies.
Jupiter Merlin Weekly: An ungovernable rabble
The Jupiter Merlin team discuss the parlous state of British politics after a chaotic three weeks that has de-railed the Truss government’s nascent economic project.
Alternatives come to the fore
Three alternatives fund managers reflect on markets in 2022 and on the importance of diversification.