Don’t expect Japan’s QE to end anytime soon
Fund managers remain bullish on Japan’s corporate earnings growth as stagnant inflation seems highly unlikely to spur its central bank into unwinding quantitative easing for at least another two years.
Jupiter
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Adviser interest in Jupiter European fund rockets
Alexander Darwall’s Jupiter European fund has piqued the most interest from advisers as its performance details were viewed almost 50% more times than second-most viewed fund Fundsmith – Equity in 2017, according to FE Analytics.
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How to spot lying company management: Jupiter’s Mike Buhl-Nielsen
We talk to Mike Buhl-Nielsen, manager of the Jupiter Europa fund – a long/short European equity fund.
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Mistakes made, lessons learnt
We asked investment professionals from Stratton Street, Jupiter AM, Standard Life Investments and OMGI to reveal a past investing mistake and explain what they have learned from it.
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Time to review the reflation trade
It’s time to take a few chips off the table and up the quality of your bond portfolio as the reflation trade has run its course, believes Ariel Bezalel, manager of the €9bn Jupiter Dynamic Bond Fund. But should you really sell in May?
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Susanne Bolin-Gärtner interview – Evolve or die
Susanne Bolin-Gärtner has overhauled the selection philosophy at Stockholm’s Folksam Fondforsäkring, shifting the focus from ‘exotic’ to flexible funds with a wide mandate while improving ESG standards.
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The biggest macro risk: not Brexit or Trump, but China
Though US presidential elections are approaching fast and Brexit uncertainty is still riding high, China is the biggest macroeconomic risk right now, according to fund selectors attending the local Expert Investor forum in Barcelona last week.
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Fund favourites – José Luís Borges
José Luís Borges is head of institutional portfolios at BPI Gestão de Activos in Lisbon. His favourite fund, in which he has been investing on behalf of his mainly pension fund clients for seven years now, is the Jupiter European Growth Fund.
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Be wary of companies engaged in M&A, says Cédric de Fonclare
Cédric de Fonclare, manager of the Jupiter European Opportunities Fund, explains in this video interview why he looks with suspicion at the recent wave of M&A.
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Fund Favourites – Philipp Dirkx
For the second edition of our new series ‘Fund Favourites‘, Philipp Dirkx, portfolio manager at Frankfurt-based BHF-BANK, reveals why he invests in the Jupiter Dynamic Bond Fund, even though he generally prefers to take charge of asset allocation himself.
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once bitten twice shy
Japan is back in favour. However, many investors are unlikely to give its equities another chance, writes James Smith