What is income?
Insurance and asset management industries have responded to the increasingly important need for income and advisers now have a wealth of income choices available. Jupiter's James Crossley, Retail...
View ArticleA golden age of travel
Jupiter's Steve Davies, manager of the Jupiter UK Growth Fund comments on how a combination of much lower jet fuel prices and the rapid growth in Chinese tourism is ushering in a new golden age and...
View ArticleThe Great Bond Bull Market is Not Over
Despite talk of a ‘great normalisation’ of monetary policy, persistent deflationary pressures mean global interest rates are set to stay lower for longer, according to Ariel Bezalel, manager of the...
View ArticleA Financial Alternative
Alexander Darwall, manager of the Jupiter European Fund comments on the challenging times for European Banks and how opportunities are being created for smart operators in an ‘alternative financials’...
View ArticleThe Benefits of Diversification
It is easy to neglect the benefits of diversification in a benign market environment, but it comes into its own when individual markets experience periods of significant volatility.
View ArticleNervous markets call for a calm approach
The early weeks of 2016 have been a difficult time in global stock markets, but in reality little has changed except perception. John Chatfeild-Roberts outlines some of the opportunities and risks in...
View ArticleTall tales and true, a market story
Not at any time in the past 30 years has the gap between outperforming “growth” stocks and underperforming “value” stocks been as stark as it is today in the UK stock market. James Clunie, Head of...
View ArticleJoining the dots between Climate Change and Strategic Risks
The World Economic Forum’s 11th Annual Global Risk Report named “failure of climate-change mitigation and adaptation” as the top global risk for 2016 and beyond, making a case for linking this to other...
View ArticlePutting the Brexit question in context
The way the British electorate votes in June’s referendum on EU membership could have profound ramifications. Before any of us – voters or investors – can form a sensible view of the referendum,...
View ArticleEuropean financials: what is driving the sell-off?
Ariel Bezalel, manager of the Jupiter Strategic Bond Fund discusses the drivers and implications of the recent bout of volatility in European financials.
View ArticleNew Look: A retailer with a difference
Fundamental credit analysis is at the heart of our approach. In this piece, Ariel Bezalel, manager of the Jupiter Strategic Bond Fund, reviews three contrasting trades which have performed well since...
View ArticleWhy Jupiter Asian Income Fund?
Jason Pidcock, manager of the Jupiter Asian Income Fund, describes his investment process, manager style and risk management
View ArticleCooling in China may continue to pose a risk to Australia’s economic growth
The economic slowdown in China has exposed deep imbalances in the Australian economy. Capital expenditure in the mining sector has continued to fall and there is little evidence that the recent rate...
View ArticleEmerging market debt: the good, the bad and the ugly
Vikram Aggarwal, a credit analyst covering emerging markets within Jupiter’s Fixed Interest & Multi Asset team, provides a deep-dive analysis of the emerging markets debt sector, outlining the...
View ArticleIs the new path to income Asian?
Life is tough for classic equity income sectors in Western markets, such as banks and consumer staples. Where else can investors turn to for attractive income opportunities? In the opinion of Jason...
View ArticleJason Pidcock: ‘Australia’s economy is powering forward’
Jason Pidcock comments on the strong Australian GDP growth, which beats market expectations, and how it is good news for investors in the Jupiter Asian Income Fund
View ArticleWhy Asia for income? Seeking new income opportunities
In this white paper, we explore the economic fundamentals that underpin cash-generative stocks from across the region, and consider why these may provide an attractive investment proposition in the...
View ArticleRobust to change when it counted
Calculated risk in the “new normal”. Since taking over the Jupiter Absolute Return Fund in September 2013, the prospect of delivering a positive return on a rolling three year basis appeared...
View ArticleSeeking resilience against tail risks
Eight years after the Great Financial Crisis a prolonged period of ultra-low base rates has failed to help economies reach ‘escape velocity’. Alastair Gunn and Rhys Petheram believe elevated levels of...
View ArticleIndia – the fundamental investment case
Avinash Vazirani, manager of the Jupiter India Fund, shares his views on India and current developments.
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