Adviser-Hub articles

Articles tagged: JUPITER ASSET MANAGEMENT
ah_3vid15124a VIDEO

Bond and equity markets focus for 2024 – panel discussion video #3

Bond and equity markets have ended the year with a bang, as investors have started to worry less about inflationary pressures, but might they have got ahead of themselves on interest rate cuts?&nbs...

Adviser-Hub 15th Jan 2024

Article-Search-05-2019 Analysis & Opinion

Major events for the year ahead

The trajectory of inflation and interest rates has dominated financial market movements over the past 12 months.

Adviser-Hub 15th Jan 2024

ah_2vid15124a VIDEO

Challenges for the global economy in the year ahead – panel discussion video #2

A US recession has been long-anticipated, but could finally arrive in 2024. For the time being, the consensus is that it will be short-lived and shallow, but what happens if there is a more serious...

Adviser-Hub 14th Jan 2024

Article-Chart-03-2019 Analysis & Opinion

Interest rates and inflation

The trajectory of inflation and interest rates has dominated financial market movements over the past 12 months.

Adviser-Hub 12th Jan 2024

ah_domint10124a VIDEO

Interest rates and inflation: where next? – panel discussion video #1

These two considerations have dominated financial market movements over the past 12 months. At the moment, investors are betting that the global economy will have a soft landing, but are there risk...

Adviser-Hub 10th Jan 2024

hubthm_bondvida VIDEO

Hub Themes | Bonds

Against a backdrop of ongoing volatility in bond markets, Hub Themes – a curated selection of articles from our sponsors – explores prospects for bonds and assesses t...

Adviser-Hub 3rd Nov 2023

he_paneldis4 VIDEO

The opportunities across Asian markets – panel discussion video #4

Three fund managers give their views on the most exciting areas across Asia, but also delve into the potential risks. Jupiter Asset Management's Sam Konrad, Premier Miton Investors' William...

Adviser-Hub 26th Oct 2023

he_paneldis3 VIDEO

The health of the Asian corporate sector – panel discussion video #3

Asian corporate earnings look set to outstrip those of Western markets over the next 12 months, but where are the greatest pockets of strength? Jupiter Asset Management's Sam Konrad, Premier Mi...

Adviser-Hub 25th Oct 2023

he_paneldis2 VIDEO

Asian economies: fundamentally stronger? – panel discussion video #2

Asia’s economies seem to have side-stepped many of the problems that are weighing on Western economies – such as inflation, debt, economic stagnation, but can they continue to thrive? J...

Adviser-Hub 23rd Oct 2023

Article-Buildings-01-2019-1 Analysis & Opinion

The Asian economic landscape

There are mixed reports on Asia’s economy today. On the one hand, there are fears that China’s weakness will depress the whole region. On the other, Asia’s economies appear to hav...

Adviser-Hub 17th Oct 2023

hubthemes_japana VIDEO

Hub Themes | Japan

Japan’s equity market is drawing fresh interest from investors, underpinned by still-attractive valuations and an intensifying focus on shareholder value. Hub Themes, a cur...

Adviser-Hub 3rd Jul 2023

Article-Buildings-01-2019-1 Analysis & Opinion

Turbulent markets: the impact of banking fragility

Turmoil in the banking sector has created significant volatility across bond markets in recent weeks. While the emergency rescue deal between Credit Suisse and UBS plus reassurances from central ba...

Adviser-Hub 6th Apr 2023

hubexl_video3april23a VIDEO

The outlook for corporate bonds as the economy slows - Panel Discussion Video #3

High corporate bond yields have drawn investors to the asset class since the start of the year, but will they still have as much appeal in a climate of rising default rates and weaker growth? Our p...

Adviser-Hub 4th Apr 2023

ahhubexclusives_bonds2a VIDEO

Government bond markets: back to normal? - Panel Discussion Video #2

After a dramatic adjustment in 2022, it has been a more stable period for government bond markets. Is it ‘back to normal’ for government bond markets, which can now provide yield, capit...

Adviser-Hub 3rd Apr 2023

ah_turmakts_310323a VIDEO

Turbulent markets: the impact of banking fragility - Panel Discussion Video #1

It has been a volatile period for bond markets following the collapse of Silicon Valley Bank and the turmoil in the banking sector. While few are predicting a re-run of the credit crisis, there are...

Adviser-Hub 2nd Apr 2023

hubthemes_bonds VIDEO

Hub Themes | Bonds

After a challenging period, bonds made a comeback towards the end of 2022 – bu...

Adviser-Hub 10th Mar 2023

Article-Building-04-2019 Analysis & Opinion

Government bonds: a return to normal?

The decade-long bull market in government bonds came to an abrupt halt in 2023. Inflation revived, as the war in Ukraine and supply chain constraints pushed up energy and food prices, with interest...

Adviser-Hub 26th Jan 2023

Article-Chart-04-2019 Analysis & Opinion

Corporate bonds: compelling yields versus imminent recession

Corporate bonds have performed better than government bonds in 2022, but only just. Investment grade bonds took a greater hit from rising rates, while high yield performed marginally better as the...

Adviser-Hub 26th Jan 2023

ahpanelvid2_120122-1 VIDEO

Corporate bonds: compelling yields versus imminent recession

It’s been a tough year for corporate bonds, but after a widening of spreads, valuations look attractive. However, they will need to navigate recession in 2023. Can they sti...

Adviser-Hub 12th Jan 2023

ahpanelvid3_120122 VIDEO

Government bonds: a return to normal?

Government bonds lost their safe haven status in 2022, but yields are now higher than they have been in over a decade. Will government bonds assume their traditional role in a po...

Adviser-Hub 12th Jan 2023

Article-Direction-03-2019-1 Analysis & Opinion

2023: will inflation and interest rates change direction?

The path of inflation and interest rates has preoccupied investors in 2022. Fixed income markets have been forced to make a significant adjustment to a different economic outlook. The shift has bee...

Adviser-Hub 12th Jan 2023

hubinfation1 VIDEO

What’s next for inflation and interest rates?

The path of inflation and interest rates has preoccupied investors in 2022. With inflationary pressures apparently easing, will central banks hold their course on rate...

Adviser-Hub 20th Dec 2022

ahje_asianstock Analysis & Opinion

Market view: The outlook for Asian stock markets

In our latest Adviser-Hub panel discussion, Jason Pidcock, manager of the Jupiter Asian Income fund, and Sunny Romo, equities investment director at M&G Investments, discuss the resilience of A...

Adviser-Hub 5th Dec 2022

ahhe_volatitly VIDEO

Managing volatility in Asian markets

In our latest Adviser-Hub panel discussion, Jason Pidcock, manager of the Jupiter Asian Income fund, and Sunny Romo, equities investment director at M&G Investments, discuss their positioning amid vol...

Adviser-Hub 24th Oct 2022

ahje_asianstock VIDEO

The outlook for Asian stock markets

Asian markets have been volatile since the start of the year, but the region’s corporate sector is showing real resilience. There is a wealth of choice among businesses geared to long-term structural...

Adviser-Hub 23rd Oct 2022

ahpaneld_asiaworld1 VIDEO

Will Asia catch the world’s cold?

The global economy is facing significant challenges, from rising inflation, to higher interest rates to supply chain problems. Asia is not immune, but with less debt and stronger growth, the region’s...

Adviser-Hub 18th Oct 2022

Article-China-01-2019-3 Analysis & Opinion

Asian stockmarkets: looking ahead

Asian stock markets have not escaped the volatility seen in financial markets since the start of the year. Many of the patterns have been the same: a preference for value over growth, a focus on highe...

Adviser-Hub 26th Sep 2022

Article-Chart-01-2019 Analysis & Opinion

The Week: Bargain-hunting in bonds

After a lengthy period when bonds looked unappealing, current valuations should alert investors.

Adviser-Hub 20th Jul 2022

jupiter_impactinvest7jul22 VIDEO

The development of impact investment

Impact investment is evolving as reporting improves. Investors can now see how their capital is influencing the world around them.

Adviser-Hub 7th Jul 2022

jupiter_regdiff7jul22 VIDEO

Are regulatory changes making a difference?

2021 was a landmark year for sustainable investment legislation. Three fund managers explain how it has changed corporate behaviour.

Adviser-Hub 7th Jul 2022

hube3_importengg VIDEO

The importance of engagement in delivering change

Fund managers are prioritising engagement as the most effective tool to bring about changes in corporate behaviour. Three fund groups explain how it works in practice.

Adviser-Hub 29th Jun 2022

hubexclusives_sustainableinvestments VIDEO

The shifting landscape of sustainable investment

Sustainable investment has been focused on climate issues, but fund management groups are broadening their priorities. Three fund groups discuss the new environment.

Adviser-Hub 22nd Jun 2022

AHHEUkraineCrisis VIDEO

The impact of the Ukraine crisis on sustainable investment

Russia’s attack on Ukraine has forced global governments to think hard about energy security. Three fund groups discuss the implications for the sustainable investment landscape.

Adviser-Hub 16th Jun 2022

Article-London-01-2019 Analysis & Opinion

Regulation: the evolving UK landscape

This has been an important period for sustainability regulation. Europe has led the way, implementing the Sustainable Finance Disclosure Regulation in May 2021, following the EU taxonomy in June 2020....

Adviser-Hub 24th May 2022

Article-Energy-Oil-01-2019 Analysis & Opinion

What’s new in ESG?

The initial focus for sustainable investors has been around decarbonisation and changing the way the world uses energy. However, it is increasingly clear that investors also hold the power to change t...

Adviser-Hub 16th May 2022

Hub Exclusives - Banner_Alternatives 35 Analysis & Opinion

Energy shock: looking at both sides of the coin

The energy shock facing consumers requires environmental solutions on both the demand and the supply side of the energy equation. While this is set to boost usage of existing energy-efficient technolo...

Jupiter Asset Management 5th May 2022

Article-Time-01-2019 Market Updates

The Week: Merger mania?

Consolidation has been considered a solution to the pressures on the active management industry, but it is not an end in itself.

Adviser-Hub 19th Feb 2020

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