Jupiter Outlook 2021: Digital transformation in financials
Jupiter Asset Management
by Jupiter Outlooks 2021: Guy de Blonay
2y ago
Guy de Blonay, Fund Manager, Global Equities, describes how digital disruption is transforming the banking and insurance sectors, and how investors can position for the future ..read more
Visit website
Jupiter Outlooks 2021: Inflation and defaults: frozen too?
Jupiter Asset Management
by Jupiter Outlook 2021: Ariel Bezalel and Harry Richards
2y ago
In the 1990s, the role of independent central banks was to act as global policemen stamping down on inflation whenever it flared up. But following the Great Financial Crisis the referees became players while in 2021 the boundary between independent central banks and their governments will look increasingly blurred. What sort of a world are bondholders likely to face, ask Ariel Bezalel and Harry Richards ..read more
Visit website
Jupiter Active Minds Podcast: Edward Bonham Carter & Mark Thomas
Jupiter Asset Management
by Edward Bonham Carter & Mark Thomas
2y ago
“I ran the Jupiter value fund many years ago which was then merged and became part of UK growth, which I also ran funnily enough, before I was fired as a fund manager and promoted beyond my area of competence to become CIO, which tends to happen to people in the finance sector. So, I’m partial to value investing… but the question is, is it different this time?” The first in our new Jupiter Active Minds podcast series: Edward Bonham Carter answers the growth vs value question, talks about the likelihood of ESG being essential to every fund, discusses his thoughts on the markets post pandemic ..read more
Visit website
Jupiter Outlooks 2021: Is Britain on the cusp of the “roaring 2020s”?
Jupiter Asset Management
by Jupiter Outlooks 2021: Richard Buxton
3y ago
UK equity investors may still face challenges, but the outlook is potentially rather rosier than some of the headlines suggest.  ..read more
Visit website
Jupiter Outlooks 2021: A sustainable investing lens helps us see more clearly
Jupiter Asset Management
by Jupiter Outlook 2021: Abbie Llewellyn-Waters
3y ago
Sustainable investing, previously a minority interest, is now rapidly becoming mainstream. Abbie Llewellyn-Waters, fund manager, global sustainable equities at Jupiter, explains how investors can navigate the new landscape ..read more
Visit website
Jupiter Outlook 2021: All change but stay diversified
Jupiter Asset Management
by Jupiter Outlook 2021: John Chatfeild-Roberts and Algy Smith-Maxwell
3y ago
Looking to 2021 and considering the lasting impact of Covid-19, the mountains of debt left in its wake and how stock and bond investors have differing views. Through it all, long-term investors, commensurate with their risk appetite, are best served with a diversified portfolio.  ..read more
Visit website
Embark podcast: The importance of cash management
Jupiter Asset Management
by Jupiter Asset Management
3y ago
Harry Richards, fund manager of the Jupiter Corporate Bond Fund discusses money market funds and negative interest rates, including: The impact of negative interest rates... does it work? Dynamics in the inflation market being 'overcooked' The end of free banking? The subject that central bankers DON'T want to talk about ..read more
Visit website
Jupiter Active Minds: Edward Bonham Carter talks to Stephen Pearson
Jupiter Asset Management
by Edward Bonham Carter and Stephen Pearson
3y ago
“If you go back to the 2011 World Cup in New Zealand where there were all sorts of shenanigans around the England team, there was a real rebasing under Stuart Lancaster’s leadership around what is the culture, what are the values, what do we stand for as an organisation and out there on the pitch when we go out and play? And here we are in fund management talking about just those sorts of things.” In the second episode of our Jupiter Active Minds podcast Edward Bonham Carter speaks to Jupiter CIO Stephen Pearson about the similarities between running a sports team and a floor of investment ma ..read more
Visit website
Jupiter Active Minds: Differentiating yourself in a sea of green
Jupiter Asset Management
by Jupiter Asset Management
3y ago
“I’ll highlight one area to start off with, and that’s biodiversity, it’s a very difficult subject for capital markets to understand; how do we value our biodiversity? It’s incredibly important, we all know that from a planetary perspective, but how do we value it? And how do we think of it from an investment perspective?”  Jupiter’s Head of Sustainable Solutions, Charlie Thomas, talks about being a veteran in the sustainable investing space as it grows more popular, discusses what’s important to him when he makes investment decisions, and gives us his insight in to what he thinks will b ..read more
Visit website
Jupiter Outlooks 2021: Inflation and defaults: frozen too?
Jupiter Asset Management
by Jupiter Outlook 2021: Ariel Bezalel and Harry Richards
3y ago
In the 1990s, the role of independent central banks was to act as global policemen stamping down on inflation whenever it flared up. But following the Great Financial Crisis the referees became players while in 2021 the boundary between independent central banks and their governments will look increasingly blurred. What sort of a world are bondholders likely to face, ask Ariel Bezalel and Harry Richards ..read more
Visit website

Follow Jupiter Asset Management on FeedSpot

Continue with Google
Continue with Apple
OR