Alastair Gunn and Rhys Petheram: Approach to risk and why diversification is...
Alastair Gunn and Rhys Petheram, co-managers of the Jupiter Distribution Fund Range, discuss their approach to managing risk within the portfolios and why they believe diversification is of key...
View ArticleRoss Teverson: An investment focus on ESG analysis
Ross Teverson, Head of Strategy, Emerging Markets looks at how an analysis of environment, sustainability and governance (ESG) issues can inform the bottom-up analysis of stock opportunities.
View ArticleJames Clunie provides his latest outlook for the Jupiter Absolute Return Fund
In his latest webcast James Clunie, manager of the Jupiter Absolute Return Fund explains how the portfolio is positioned, what risks he is considering and how this links into the current market conditions
View ArticleJupiter Global Emerging Markets Fund: Ross Teverson provides his latest...
Ross Teverson, Fund Manager of the Jupiter Global Emerging Markets Fund provides an update on the portfolio
View ArticleRoss Teverson: Meet the Manager
Ross Teverson, Head of Strategy, Emerging Markets, discusses why he became an emerging markets investor, some of the lessons he has learned during his career, and describes the time an overseas...
View ArticleHow can investors identify ‘under-appreciated’ change in emerging markets?
The idea of ‘underappreciated change’ is particularly prevalent in emerging markets according to Jupiter’s Head of Strategy, Emerging Markets, Ross Teverson. Here he explains how the concept helps him...
View ArticleSteve Davies: Views on investor apathy towards the UK
UK domestic companies are deeply unloved and lowly valued, but this will create some exciting stock picking opportunities over the next couple of years, says Steve Davies, fund manager of the Jupiter...
View ArticleAbbie Llewellyn-Waters: The death of diesel?
In this article, Abbie Llewellyn-Waters writes about how new technology is helping to address this problem, which in turn is creating a breadth of opportunities for investors.
View ArticleAlexander Darwall: Consistent Investing
In his latest update, Alexander Darwall, Head of Strategy, European Growth at Jupiter, explains the investment philosophy that underpins the strategy and discusses the dominant issues faced by European...
View ArticleHow can investors identify ‘under-appreciated’ change in emerging markets?
Ross Teverson, Head of Strategy, Emerging Markets at Jupiter Asset Management, provides an insight into the Jupiter Global Emerging Markets Fund philosophy, which is centred on identifying companies...
View ArticleJupiter
Jupiter is a focused, active fund manager with a well-known brand and an established track record, seeking to add value for clients through the delivery of investment outperformance over the medium to...
View ArticleAriel Bezalel: The “Japanification” of the world? Why demographics matter to...
Ariel Bezalel and Vikram Aggarwal analyse whether developed markets, and even parts of the emerging markets world, are undergoing “Japanification”, and what this means for fixed income.
View ArticleAvinash Vazirani: The India Stack: technology for 1.2 billion Indians
Avinash Vazirani discusses the potential of India Stack, the comprehensive government-run software platform, as well as the wider implications for India’s economy.
View ArticleJason Pidcock: Robots are not enough: how technology drives opportunities for...
Jason Pidcock, Head of Strategy, Asian Income, examines the investment potential for sectors still reliant on social interaction, and the ways in which technology can create opportunities for people,...
View ArticleRhys Petheram and Alastair Gunn: The implications of technological disruption...
Rhys Petheram, Fund Manager, Fixed Income and Alastair Gunn, Fund Manager, Value Equities consider the use of Bitcoin in a multi-asset portfolio along with the implications of technological advances...
View ArticleCharlie Thomas: Thirty years young: the disruptive future for environmental...
Charlie Thomas talks about the history of environmental investing at Jupiter, key investment drivers like the rapid growth in the middle classes in Asia, as well as the rise of disruptive technologies...
View ArticleAlejandro Arevalo: Emerging market debt: innocent bystander
Alejandro Arevalo, Fund Manager, Fixed Income, examines the risks and opportunities of investing in emerging market corporate debt at a time when the quality and diversity of bond offerings has grown...
View ArticleJames Clunie: Are we there yet?
After a hiatus in 2017, volatility appears to be back. Are recent tremors in markets a catalyst for change or yet another false positive? Looking at a range of stress indicators, James Clunie, Head of...
View ArticleBen Whitmore: Opportunities and pitfalls within global value investing
Value investors have endured what Jupiter fund manager Ben Whitmore describes as a ‘torrid time’ in recent years – but that sets the stage perfectly for a revival of the style.
View ArticleCharles Sunnucks: Pakistan Balancing risks and rewards
For most investors, Pakistan is largely defined as being highly volatile, be it in terms of security, politics or the economy. And in many ways, it is. However, Charles Sunnucks, Assistant Fund...
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