Jupiter's John Chatfeild-Roberts upped exposure to Japan in his £6bn Merlin multi-manager range in February with the addition of the GLG Japan CoreAlpha fund.
Emerging markets are facing an "unpleasant cocktail" of macroeconomic headwinds, but these are cyclical pressures that represent a buying opportunity, says Jupiter's Kathryn Langridge.
Jupiter has promoted Philip Matthews to the role of deputy manager on the £2.5bn Jupiter Income trust, run by Anthony Nutt.
Guy de Blonay has turned over 20% of the £900m Jupiter Financial Opportunities fund, selling out of major Chinese banks and buying into US financials.
A raft of fund managers are taking profits in gold ahead of interest rate rises, while others argue the asset still offers long-term upside.
Jupiter's John Chatfeild-Roberts has introduced energy exposure into his £6bn Merlin multi-manager range to benefit from rising oil prices, driven by political turmoil in the Middle East.
Elena Shaftan is the head of Jupiter's emerging European team and manager of the £626m Emerging European Opportunities fund with Ingrid Kukuljan. Here she explains her fund positioning, why she does not subscribe to the ‘bigger fool' theory, and why the...
Jupiter's Guy de Blonay is among 22 managers who have made Trustnet's Alpha Manager list for the first time, while high profile names including Sanjeev Shah and Mark Lyttleton have been cut.
Turkey is unlikely to suffer any contagion effects from the events in Egypt, says Jupiter's Elena Shaftan, but she warns the most dangerous time for investors will be after the country's next election on 4 June.