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Equities2020-05-28T21:33:23+00:00

Equities

Using AI to Pick AI Stocks

Using semantic & sentiment analysis on unstructured data, a multi factor quantitative model and the human review to identify companies positively exposed to the AI thematic....

Are We at Peak Cycle for Equities

US equities keep on making new highs, but Norges Bank is increasing its allocation. Whether equities appear expensive or cheap depends on the definition, and varies greatly by regions, factors and sectors....

30 Years of Impact Investing

Jupiter´s Charlie Thomas reflects on legacy, long-term thinking, labels and how to navigate an ever growing investment universe...

Valuation Bifurcation Persists

We sit down with Jupiter´s James Clunie to discuss value vs growth and why it´s time that the markets again will recognise fundamental value....

Europe’s Migration Nations

Without immigration, Europe's population is set to decline by around 10% over the next three decades. Is Europe's situation sustainable?...

Time for contrarians to be rewarded?

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...

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