Equities
The odds are massively stacked against short-sellers, from multiple angles. But irrational optimism and bubbles could meant that mid 2018 is an opportune juncture according to Jupiter´s head of alternatives...
The rapidly spreading use of artificial intelligence is even further and more dramatically intensifying the demand for powerful semiconductor chips. But how does the increased use of artificial intelligence impact the semiconductor sector and what risks and opportunities does it provide to small-cap companies in particular?
Since 1988, Jupiter Ecology’s investment universe has ballooned from under 100 to over 1,200 companies. Regulation and subsidies have spawned new industries and firms, and awareness of climate change is now global.
State Street Global Advisors (SSGA) explain how they view ESG as a source of alpha that could lead to positive portfolio performance over time
For years, portfolio design focused on growth, liquidity and diversification across markets. These remain important, but they no longer describe the full picture. A run of environmental shocks, disrupted supply chains and resource constraints has reminded investors that real economic systems have a direct bearing on long-term value......
Day to day market movements often seem to suggest that emerging markets are highly correlated with developed markets, and in 2008 or 2011 emerging equity markets were not generally a useful place to hide. … Read more
Actively managed solutions can offer distinct advantages over individual stock picking, particularly in navigating the complexities and volatilities of the tech market. Janus Henderson’s Global Technology Leaders Team discuss why technology investing benefits from active management....
Actively managed solutions can offer distinct advantages over individual stock picking, particularly in navigating the complexities and volatilities of the tech market. Janus Henderson’s Global Technology Leaders Team discuss why technology investing benefits from active management....
