Jupiter Asset Management

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

Talib Sheikh and Mark Richards preview 2021, as a new era begins that still has echoes of the old. As we reach the limits of what central banks can do to foster growth, the baton passes to governments. 

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. 

“There is inherent value in the UK market and some of the reason that hasn’t been unlocked is around what’s the future landscape for the UK looking like?”, Andrew Formica talks to Edward Bonham Carter about building the business post pandemic, the prospect of a 2021 M+A boom, and the wealth of investment opportunities in for UK once Brexit is behind us. In this podcast Jupiter CEO Andrew Formica talks to Edward Bonham Carter about 2021 being the year of UK investments and industry-wide M+A boom activity.

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.

Gold prices should remain steadfast in 2021 driven by negative real yields, says Ned Naylor-Leyland, while markets will wake up to the dual importance of silver as an industrial component and as a monetary metal store of value.

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.

UK equity investors may still face challenges, but the outlook is potentially rather rosier than some of the headlines suggest. 

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.

“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 be the trends of the future.

“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 managers, they discuss the challenges of bringing together teams from two companies while working remotely, and the benefits to our clients of the new product range since the acquisition of Merian. Listen here for more. 

“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, and gives us an insight into his “significant” birthday in lockdown, his personal portfolio, and what he thinks are the essential ingredients to makeup the perfect active manager.