Quick thinking from active minds
Quick thinking from active minds
The latest event in our “Value of Active Minds” virtual events series is now available for catch-up viewing, as we start our stopwatches and give three fund managers just 8 minutes each to update you on their area of expertise.
Mark Heslop explains how to recognise great European growth companies, Jason Pidcock looks beyond the pandemic to a post-Covid world in Asian equity income, while Brinton Johns from NZS outlines why ‘Resilience’ and ‘Optionality’ are crucial characteristics for portfolios navigating the increasing pace of change throughout the global economy.
Latest Insights
Webcast: Jupiter Asian Income Fund – seeking income & growth
Webcast: Jupiter Asian Income Fund – seeking income & growth
In this webcast, Jason Pidcock, investment manager of the Jupiter Asian Income Fund, discusses the countries and sectors he and the team like most in the region – including the tech sector – and why they’re still avoiding China. He also talks about the fund’s performance in 2024.
08.11.2024
A portfolio for all seasons
A portfolio for all seasons
Investment managers Jason Pidcock and Sam Konrad explain why they think the Jupiter Asian Equity Income strategy is well positioned for lower interest rates.
Read time - 5 min.
18.10.2024
Asia Pacific equities: A “quality income” approach
Asia Pacific equities: A “quality income” approach
Investment managers Jason Pidcock and Sam Konrad explain their quality income style and discuss the company characteristics they look for.
Read time - 4 min.
02.09.2024
RSMR: Jupiter Asian Income Fund
RSMR: Jupiter Asian Income Fund
Find out why Graham O’Neill, Senior Investment Consultant at RSMR rates the Jupiter Asian Income Fund. Watch this independently rated video.
16.08.2024