A virtual tour of Japan – what drives Japan?
A virtual tour of Japan – what drives Japan?
Japan’s stock exchange is driving change – what’s the impact and will it be enduring? Nicholas Smith, a leading Japan strategist from CLSA, share his insights with us.
A virtual tour of Japan - Japan’s place in the world
What is Japan’s role in modern geopolitics, and how can it balance relations between the US and China? We seek the views of Robert Ward, a Japan expert from the IISS.
A virtual tour of Japan – A view from the C-suite
What is it like to lead a Japanese corporation, and do clichés about Japan’s business culture stand up to scrutiny? Gordon Raison, CEO of Roland, joins us in this video.
The value of active minds: independent thinking
A key feature of Jupiter’s investment approach is that we eschew the adoption of a house view, instead preferring to allow our specialist fund managers to formulate their own opinions on their asset class. As a result, it should be noted that any views expressed – including on matters relating to environmental, social and governance considerations – are those of the author(s), and may differ from views held by other Jupiter investment professionals.
Latest Insights
No free lunch: is a science of the stock market possible?
No free lunch: is a science of the stock market possible?
Complex systems and econophysics are intriguing and expanding fields of research that in time may lead to new signals to be incorporated in our investment model, say Amadeo Alentorn, Lead Investment Manager, and Matus Mrazik, Investment Manager, overseeing the academic research programme, Jupiter Merian Global Equity Absolute Return strategy.
Read time- 3 min.
Thematic investing: a systematic approach
Thematic investing: a systematic approach
Amadeo Alentorn, lead investment manager, systematic equities, is interviewed about his team’s approach to investing in long-term megatrends.
Outlook 2024: Three tips for investors looking to navigate uncertainty
Outlook 2024: Three tips for investors looking to navigate uncertainty
Amadeo Alentorn (Investment Manager, Systematic Equities) suggests that common sense principles such as diversification should be prized over overconfidence in forecasting.
Read time- 6 min.
Global industry flows: a new enhancement to our systematic investment process
Global industry flows: a new enhancement to our systematic investment process
Yuangao Liu and Amadeo Alentorn describe a new enhancement the Jupiter systematic team has developed and introduced into its investment process.
Read time- 10 min.