Emerging market debt: Will focus return to EM fundamentals?

Will focus return to EM fundamentals

Investment managers Alejandro Arevalo and Reza Karim discuss their outlook on emerging market debt for the rest of 2024 and into 2025.

The dollar and its rivals

Here’s a look at what some of our fund managers think about whether the US dollar’s hegemony could be challenged anytime soon.

UK general election: our experts react

We asked some of our experts for their immediate reaction to the UK general election, to give an investment perspective on what the future may hold for the market.

Emerging market debt: Correcting six common misconceptions

Investment managers Alejandro Arevalo and Reza Karim discuss – and correct – some of the most common misunderstandings about the emerging market debt asset class.

No free lunch: is a science of the stock market possible?

Systematic taking factsheet video

Complex systems and econophysics are intriguing and expanding fields of research that in time may lead to new signals to be incorporated in our investment model, say Amadeo Alentorn, Lead Investment Manager, and Matus Mrazik, Investment Manager, overseeing the academic research programme, Jupiter Merian Global Equity Absolute Return strategy.

Modi’s re-election augurs well for reforms

Modi’s re-election augurs well for reforms

Avinash Vazirani and Colin Croft say India offers a compelling choice for long-term investments as Modi stays as the prime minister for another five-year term.

The importance of diversification

Jason Pidcock and Sam Konrad explain why they think their Asian Equity Income strategy is well positioned for a range of scenarios, given its diversified exposure.

US Exceptionalism and EM Opportunities in Sovereign Bonds

Vikram Aggarwal discusses the recent IMF Spring conference, US economic exceptionalism, progress among distressed EM sovereigns and what it means for investors.

The European equities equation: quality, growth, diversification

Mark Nichols and Mark Heslop discuss high-quality, cash-generative, growth companies in Europe and why these stocks offer diversification potential for global investors.

Finding the silver lining: The reasons behind a strategic allocation to silver in a Gold & Silver fund

Ned Naylor-Leyland and Daniel March explain the benefits behind having an allocation to silver and how this can affect fund performance