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.
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.
Inflation is last year’s problem – but what’s next?
Central banks continue to fight inflation, but Ariel Bezalel and Harry Richards argue that it’s last year’s concern. So what should the Fed be worried about now?
Notes from the Investment Floor: Searching for Europe’s best companies
Phil Macartney discusses market valuations for companies in Europe, the impact of geopolitics and how small cap investing is sometimes misunderstood.
US economy set to soften in second half
Huw Davies analyses the implication of the US debt ceiling deal on the markets and the economy.
A deep deficit for silver
Ned Naylor-Leyland and Daniel March discuss why demand for silver is outstripping supply and what this imbalance may mean for investors in the white metal.