The first quarter of 2018 saw markets stumble after a positive run in 2017. While economic data was largely positive, Italy delivered an inconclusive election result, the US Fed saw a change in chair, and Donald Trump took the first steps towards a trade war. Portfolio Adviser looked at three-month data from FE Analytics to…
Jupiter’s star UK value manager Ben Whitmore has described his decision to launch a global value fund as a bold move, given the investment style’s decade-long slump. But with a renewed interest in cyclical stocks in a rising rate environment, is this move as contrarian as he makes out?
Jupiter heavyweight UK value manager Ben Whitmore is branching out and launching a dedicated Ucits global equity mandate.
Silchester International Investors has upped its stake in Jupiter Asset Management to just above 12%.
A hostile bid for GKN by Melrose Industries shows signs of splitting fund managers with Jupiter’s head of equities against the takeover, while Aviva Investor’s chief investment officer is in favour.
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 Asset Management CEO Maarten Slenderbroek has said “we can and must do better” on eliminating its 38% pay gap between male and female employees.
Jupiter Merlin has shaken up its allocation to emerging markets in its Growth and Worldwide Portfolios, opening a position in the Invesco Perpetual Asian fund, managed by William Lam.
Jupiter Asset Management does not need to be acquired, CEO Maarten Slenderbroek has reiterated, but acquiring “talented” businesses in specific areas is not out of the question either.
Jupiter says it is eyeing growth in global equity and outcome-orientated multi-asset strategies to continue diversifying its business as inflows more than quintuple, according to its annual results.
Jupiter Asset Management has appointed JP Morgan Asset Management’s (JPMAM) Talib Sheikh as head of its multi-asset strategy.
State Street Global Advisors (SSGA) is focusing part of its fixed income portfolio on global convertible bonds due to expectations of higher interest rates and a stronger equity market over the next 12 months, but fund selectors are only mildly interested in the asset class.
