PARTNER INSIGHT: Ross Teverson, manager of the Jupiter Global Emerging Markets Fund, explains why he builds his concentrated portfolio from the bottom up and always ensures he is not 'preoccupied' with wider macro issues.
'Ripe field' for active managers
Look at the data and it is clear that the Japanese economy is showing signs of healthy growth in Q3 of annualised 1.4% in real terms.
Despite remaining expensive
Partner Insight: The Jupiter Global Emerging Market Fund's unconstrained approach is essential to implementing the fund's non-traditional and 'change-based' investment philosophy, which aims to identify stocks that are experiencing positive change that...
Partner Insight: The so-called 'infrastructure gap' that exists in both the developed and developing world has been agued by various bodies including the World Economic Forum. Flows into global infrastructure assets hit a record $413bn in 2016, a rise...
This year has once again been one where bullish bond investors have been a little smug.
Growing sophistication in technology
After a torrid 15 years of deflation, it is time to forget about 'the lost decade' in Japan.