Three degrees of resilience
During the Jupiter Investment Conference, James Clunie talks about how resilience is not just one dimension but should be apparent in the investment process, the emotional temperament of the fund...
View ArticlePatience is key
Successful investing means identifying well-managed companies with robust business models that have proven their resilience over the business cycle, and sticking with them for the long-term.
View ArticleUnderappreciated opportunities still abound in EM
One of the enduring features of emerging markets is the pace and the magnitude of the change taking place within them. And change can create opportunities for profit. What hasn’t changed is the type,...
View ArticleAntidotes to the ‘venom of human emotion’
Ben Whitmore explains why he believes identifying an edge, organising the investment process around that edge, finding antidotes to behavioural biases and putting the profession of investing ahead of...
View ArticleWhat next for global policymakers?
Time for governments to start spending? Since the global financial crisis, central banks have engaged in an unprecedented cycle of monetary easing, cutting interest rates to record lows and using...
View Article'Mainstreaming', disruption and the drivers for environmental investing
Professional Pensions editor-in-chief Jonathan Stapleton talks to Jupiter's head of strategy for environment and sustainability, Charlie Thomas, about the key drivers for environmental investing.
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 Article'Mainstreaming', disruption and the drivers for environmental investing
Professional Pensions editor-in-chief Jonathan Stapleton talks to Jupiter's head of strategy for environment and sustainability, Charlie Thomas, about the key drivers for environmental investing.
View ArticleBen Whitmore: Striving for Improvement
Ben Whitmore explains why he believes identifying an edge, organising the investment process around that edge, finding antidotes to behavioural biases and putting the profession of investing ahead of...
View ArticleRoss Teverson - How to identify EM companies going through positive change
Ross explains how a diligent approach to meeting company management is a vital component in identifying businesses that are going through underappreciated, positive change.
View ArticleBen Whitmore: Can value investing survive as an investment strategy?
In this video, Ben Whitmore, manager of the Jupiter Income Trust and Jupiter UK Special Situations Fund, explores whether value investing can survive as an investment strategy.
View ArticleUncovering potential in mid and small caps
Ross Teverson looks at the untapped potential that can be found in mid and small caps in emerging markets.
View ArticleJames Clunie: Short-selling explained
James Clunie seeks to demystify some of the key ideas behind single stock short-selling, explaining such things as why “crowded exits” are to be avoided and how stock lending data can provide...
View ArticleCharles Sunnucks: Chinese A-shares: the long march to inclusion
Until recently Chinese A-shares had largely operated under the radar of most foreign investors, and Charles Sunnucks, Assistant Fund Manager sees this as another move in the right direction for capital...
View ArticleAvinash Vazirani gives his view on India’s Goods and Services Tax
India’s Goods and Services Tax (GST) came into effect over the weekend. Notwithstanding the potential for short-term disruption, the medium to long term impact should be positive, according to Avinash...
View ArticleRoss Teverson provides his outlook for the Jupiter Global Emerging Markets Fund
Ross Teverson, Head of Strategy, Emerging Markets, provides his outlook for the asset class, discusses why emerging markets stand out on valuations and which stock opportunities he is excited about.
View ArticleRhys Petheram: Views on: the standards for green bonds
The questionable impact of recent issuance in the green bond market suggests standards may need to be recalibrated, says Rhys Petheram, co-manager of the Jupiter Global Ecology Diversified fund.
View ArticleAriel Bezalel: Staying ahead of the curve: Year-to-date review and Q4 outlook
Ariel Bezalel, Head of Strategy, Fixed Income, looks back over 2017 so far and appraises the risks and opportunities his portfolios are positioned for over the coming months.
View ArticleRoss Teverson: Jupiter Global Emerging Markets Fund - A stock story
Ross Teverson, Fund Manager of the Jupiter Global Emerging Markets Fund discusses an example holding in the fund, looking at how they selected the stock and what it takes to make it into the portfolio.
View ArticleCharles Sunnucks: Index shifts: the changing face of emerging markets
Charles Sunnucks, Assistant Fund Manager, comments on some potentially significant developments for emerging market indices.
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